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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 %
AWM
1101
Accurate Wealth Management
Florida
$479K -$28.9K -207 -6%
MW
1102
Members Wealth
Pennsylvania
$479K +$479K +3,281 New
EFM
1103
Eley Financial Management
Vermont
$478K – – –
PFM
1104
Peak Financial Management
Massachusetts
$477K -$7.43K -54 -2%
SWM
1105
Silverlake Wealth Management
Vermont
$476K -$151K -1,095 -24%
FTC
1106
Farmers Trust Company
Ohio
$475K +$292K +2,124 +160%
PTP
1107
Platform Technology Partners
New York
$474K -$70.7K -514 -13%
FA
1108
Flagstar Advisors
New York
$473K +$88.3K +642 +23%
TFF
1109
The Family Firm
Maryland
$472K +$204K +1,481 +76%
WTFG
1110
Wood Tarver Financial Group
Idaho
$471K +$471K +3,430 New
MPWT
1111
MassMutual Private Wealth & Trust
Connecticut
$471K +$88.5K +643 +23%
RFA
1112
Rollins Financial Advisors
New York
$468K +$1.1K +8 +0.2%
SL
1113
SWMG LLC
Texas
$467K +$17.6K +124 +4%
CPW
1114
Cove Private Wealth
New York
$466K +$466K +3,385 New
MPCL
1115
My Personal CFO LLC
Washington
$464K +$963 +7 +0.2%
ORAM
1116
One River Asset Management
Connecticut
$463K -$677K -4,938 -59%
AWE
1117
Avidian Wealth Enterprises
Texas
$463K -$84K -611 -15%
UFA
1118
US Financial Advisors
Massachusetts
$461K -$7.15K -52 -2%
IAMOG
1119
Investors Asset Management of Georgia
Georgia
$459K -$688 -5 -0.1%
FCA
1120
Fortis Capital Advisors
Kansas
$458K – – –
CAL
1121
Capital Advisors Ltd
Ohio
$457K – – –
SWP
1122
Sagespring Wealth Partners
Tennessee
$456K +$456K +3,314 New
CL
1123
COWA LLC
Oklahoma
$454K +$454K +3,302 New
1CP
1124
17 Capital Partners
Arizona
$454K +$7.02K +51 +2%
KWM
1125
Kaydan Wealth Management
Michigan
$453K +$38.4K +279 +9%
43 44
45
46 47