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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 %
OBWG
1226
Onyx Bridge Wealth Group
New York
$343K -$10.4M -75,425 -97%
SHJ
1227
Sharkey, Howes & Javer
Colorado
$342K +$28.3K +206 +9%
GVCM
1228
Global View Capital Management
Wisconsin
$342K +$342K +2,483 New
PCS
1229
Private Client Services
Kentucky
$342K -$8.12K -59 -2%
GFG
1230
Grantvest Financial Group
New Jersey
$341K +$341K +2,480 New
NFC
1231
Northstar Financial Companies
Pennsylvania
$339K +$339K +2,463 New
CCA
1232
Cypress Capital Advisors
Tennessee
$338K +$338K +2,458 New
PWG
1233
Private Wealth Group
Florida
$338K – – –
RCS
1234
Retirement Capital Strategies
California
$337K – – –
LNWWM
1235
Laird Norton Wetherby Wealth Management
California
$337K +$337K +2,450 New
Betterment LLC
1236
Betterment LLC
New York
$336K +$16.5K +120 +5%
SIM
1237
Sterling Investment Management
Arizona
$336K -$35.9K -261 -10%
LCGC
1238
Legacy Capital Group California
California
$335K +$24.9K +181 +8%
IBOK
1239
Independence Bank of Kentucky
Kentucky
$335K +$197K +1,433 +143%
ICM
1240
Intrepid Capital Management
Florida
$334K – – –
SIG
1241
Spinnaker Investment Group
California
$333K +$333K +2,421 New
HCM
1242
Howland Capital Management
Massachusetts
$333K -$4.13K -30 -1%
KWS
1243
Keystone Wealth Services
California
$332K -$11.8K -86 -3%
PWM
1244
Penobscot Wealth Management
Maine
$331K +$91.6K +667 +38%
BONH
1245
Bank of New Hampshire
New Hampshire
$330K -$86K -625 -21%
KBFS
1246
Kohmann Bosshard Financial Services
Ohio
$330K – – –
LA
1247
Lifeworks Advisors
Michigan
$330K -$15.4K -112 -4%
BWA
1248
BlueSky Wealth Advisors
North Carolina
$329K – – –
MRP
1249
Measured Risk Portfolios
California
$329K +$329K +2,394 New
WJWM
1250
Williams Jones Wealth Management
New York
$329K +$34.7K +252 +12%
48 49
50
51 52