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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 %
CFS
1176
CRA Financial Services
New Jersey
$391K -$90.7K -659 -19%
CIA
1177
Cape Investment Advisory
Georgia
$390K -$492K -3,577 -56%
YDMI
1178
Y.D. More Investments
Israel
$390K +$54.9K +399 +16%
FTWA
1179
Fifth Third Wealth Advisors
Ohio
$390K +$37.1K +270 +11%
DA
1180
Doliver Advisors
Texas
$389K +$87.8K +638 +29%
MCA
1181
Magnolia Capital Advisors
Mississippi
$389K +$130K +946 +50%
TPW
1182
Tiller Private Wealth
Pennsylvania
$388K +$178K +1,295 +85%
BC
1183
Belmont Capital
California
$388K – – –
CFG
1184
Cooper Financial Group
California
$386K +$2.2K +16 +0.6%
CIM
1185
Contravisory Investment Management
Massachusetts
$385K -$325K -2,366 -46%
CFO
1186
CVA Family Office
Colorado
$384K – – –
SI
1187
Saxon Interests
Texas
$384K +$138 +1 +0%
PWA
1188
Primoris Wealth Advisors
Florida
$384K -$932K -6,771 -71%
ACP
1189
Aveo Capital Partners
Colorado
$384K -$3.57M -25,921 -90%
CWM
1190
Calamos Wealth Management
Illinois
$383K – – –
SAI
1191
Savvy Advisors Inc
New York
$382K -$22.3K -162 -6%
PFM
1192
Potomac Fund Management
Florida
$380K +$380K +2,760 New
CPCM
1193
Cardinal Point Capital Management
Ontario, Canada
$379K +$379K +2,755 New
NPT
1194
Nixon Peabody Trust
Massachusetts
$378K – – –
GWA
1195
Geometric Wealth Advisors
District of Columbia
$378K – – –
IAS
1196
IMA Advisory Services
Colorado
$375K +$375K +2,724 New
UB
1197
UMB Bank
Missouri
$374K -$88K -640 -19%
RIP
1198
Reliant Investment Partners
North Carolina
$373K +$373K +2,708 New
Financial Engines Advisors
1199
Financial Engines Advisors
California
$372K +$127K +922 +52%
WAM
1200
Wallington Asset Management
Indiana
$372K -$58.9K -428 -14%
46 47
48
49 50