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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 %
SP
1151
Sequent Planning
Nebraska
$422K +$58.3K +424 +16%
SSWG
1152
Seven Springs Wealth Group
Tennessee
$421K – – –
PA
1153
Parkside Advisors
California
$420K – – –
CCM
1154
Coldstream Capital Management
Washington
$420K -$170K -1,237 -29%
VC
1155
Vicus Capital
Pennsylvania
$419K -$34K -247 -8%
PWP
1156
Private Wealth Partners
California
$417K +$138 +1 +0%
SSWM
1157
Sheets Smith Wealth Management
North Carolina
$415K -$38.1K -277 -8%
FHC
1158
First Heartland Consultants
Missouri
$414K +$55.3K +402 +15%
MEG
1159
Millstone Evans Group
Colorado
$414K +$414K +3,009 New
MUAMU
1160
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$413K – – –
IA
1161
IFC Advisors
California
$413K +$413K +3,000 New
TFS
1162
Thoroughbred Financial Services
Tennessee
$412K -$3.44K -25 -0.8%
PCWA
1163
Pacific Capital Wealth Advisors
California
$411K – – –
CS
1164
Cannell & Spears
New York
$410K – – –
PCM
1165
Permanent Capital Management
Illinois
$408K +$408K +2,968 New
RWM
1166
Ritholtz Wealth Management
New York
$408K +$138 +1 +0%
RSA
1167
River Street Advisors
Illinois
$408K – – –
SAG
1168
SageView Advisory Group
California
$402K +$15K +109 +4%
AWG
1169
Altus Wealth Group
Colorado
$401K -$2.06K -15 -0.5%
BDWCC
1170
B&D White Capital Company
Texas
$400K -$3.07M -22,314 -88%
CWM
1171
Centric Wealth Management
Illinois
$398K -$35.4K -257 -8%
NC
1172
NovaPoint Capital
Georgia
$398K – – –
CA
1173
Cornerstone Advisory
Maryland
$396K +$58.7K +405 +17%
WIA
1174
Wetzel Investment Advisors
Indiana
$393K +$4.68K +34 +1%
HWA
1175
HMV Wealth Advisors
Louisiana
$392K +$392K +2,847 New
45 46
47
48 49