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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,746 hedge funds and large institutions have $28.3B invested in Health Care Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 610 increasing their positions, 657 reducing their positions, and 175 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,746
Holders Change
+25
Holders Change %
+1.45%
% of All Funds
23.24%
Holding in Top 10
84
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-25.66%
% of All Funds
1.12%
New
230
Increased
610
Reduced
657
Closed
175
Calls
$2.05B
Puts
$2.77B
Net Calls
-$726M
Net Calls Change
-$40.7M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$472M
2
QIM
Quantitative Investment Management
Virginia
+$119M
3
Two Sigma Investments
Two Sigma Investments
New York
+$118M
4
CM
Cercano Management
Washington
+$80.4M
5
Millennium Management
Millennium Management
New York
+$71.3M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$448M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$357M
3
Bessemer Group
Bessemer Group
New Jersey
-$223M
4
Wells Fargo
Wells Fargo
California
-$159M
5
Morgan Stanley
Morgan Stanley
New York
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
1051
Donaldson Capital Management
Indiana
$541K +$142K +1,035 +36%
PWMAG
1052
Pinnacle Wealth Management Advisory Group
New Jersey
$534K +$20.1K +146 +4%
BFW
1053
Brady Family Wealth
Missouri
$534K – – –
NSIM
1054
North Star Investment Management
Illinois
$533K +$254K +1,846 +91%
IFWM
1055
Institute for Wealth Management
Colorado
$533K -$6.6K -48 -1%
IPAM
1056
Investment Partners Asset Management
New Jersey
$532K -$68.8K -500 -11%
LA
1057
Lynch & Associates
Indiana
$532K – – –
OPW
1058
Oxler Private Wealth
New York
$531K -$963 -7 -0.2%
EWM
1059
Edge Wealth Management
New York
$529K – – –
HA
1060
Helium Advisors
Washington
$527K +$527K +3,833 New
BLC
1061
Brown, Lisle/Cummings
Rhode Island
$527K +$41.3K +300 +9%
EWM
1062
Elevatus Welath Management
New York
$526K +$138 +1 +0%
TPI
1063
Trust Point Inc
Wisconsin
$523K +$25.3K +184 +5%
JAG
1064
Journey Advisory Group
Kentucky
$522K – – –
UOTTAIMCU
1065
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$521K -$20.4K -148 -4%
DFG
1066
Delta Financial Group
New Jersey
$521K +$10.2K +74 +2%
GCP
1067
GSA Capital Partners
United Kingdom
$521K +$521K +3,787 New
CCM
1068
Chilton Capital Management
Texas
$519K -$161K -1,170 -24%
CP
1069
Castleview Partners
Texas
$519K -$347K -2,524 -40%
GAA
1070
Global Assets Advisory
Florida
$517K -$2.06K -15 -0.4%
PWM
1071
Pines Wealth Management
North Carolina
$517K +$517K +3,704 New
TA
1072
TrueWealth Advisors
Alabama
$517K -$89.3K -649 -15%
JIP
1073
Jaffetilchin Investment Partners
Florida
$516K -$23.7K -172 -4%
SHA
1074
Seneca House Advisors
Virginia
$516K -$20.1K -146 -4%
HSA
1075
HBK Sorce Advisory
Pennsylvania
$512K +$23K +167 +5%
41 42
43
44 45