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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 %
CFCI
1126
Comprehensive Financial Consultants Institutional
Indiana
$452K – – –
RFN
1127
RDA Financial Network
Iowa
$452K +$4.13K +30 +0.9%
SSW
1128
Stone Summit Wealth
Florida
$450K -$43.6K -317 -9%
I
1129
InvesTrust
Oklahoma
$448K +$448K +3,263 New
BOH
1130
Bank of Hawaii
Hawaii
$448K – – –
SBIA
1131
Sheaff Brock Investment Advisors
Indiana
$447K +$28.1K +204 +7%
MFA
1132
Mayflower Financial Advisors
Massachusetts
$446K +$446K +3,243 New
FFA
1133
Fairfield Financial Advisors
Massachusetts
$446K -$150K -1,088 -25%
PCM
1134
Parsons Capital Management
Rhode Island
$443K +$20.1K +146 +5%
UAG
1135
United Advisor Group
Ohio
$442K -$252K -1,834 -36%
AG
1136
AmeriFlex Group
Nevada
$439K +$439K +2,989 New
SWA
1137
SOA Wealth Advisors
New York
$437K -$9.63K -70 -2%
JSC
1138
Jackson Square Capital
California
$437K -$3.85K -28 -0.9%
SWM
1139
SeaCrest Wealth Management
New York
$433K +$53.1K +386 +14%
MSFS
1140
Main Street Financial Solutions
Pennsylvania
$433K -$193K -1,404 -31%
CB
1141
Community Bank
New York
$433K -$1.79K -13 -0.4%
Verition Fund Management
1142
Verition Fund Management
Connecticut
$433K +$206K +1,496 +91%
SW
1143
SkyOak Wealth
Michigan
$431K -$41.1K -299 -9%
DP
1144
DDD Partners
Washington
$429K -$22.7K -165 -5%
AW
1145
Alteri Wealth
California
$426K +$426K +3,099 New
HBW
1146
Hazlett, Burt & Watson
West Virginia
$424K +$7.85K +57 +2%
HR
1147
Hardy Reed
Mississippi
$424K -$688 -5 -0.2%
SLC
1148
Second Line Capital
Louisiana
$423K -$40.3K -293 -9%
AIS
1149
Accredited Investor Services
Minnesota
$422K +$422K +3,071 New
SHF
1150
Safe Harbor Fiduciary
Florida
$422K -$6.05K -44 -1%
44 45
46
47 48