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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 %
WAM
1251
WNY Asset Management
New York
$328K -$4.13K -30 -1%
PBK
1252
Peoples Bank (Kansas)
Kansas
$327K -$19.9K -145 -6%
TWP
1253
Tyche Wealth Partners
Texas
$327K -$76.3K -555 -19%
CWP
1254
Core Wealth Partners
California
$326K -$34.1K -248 -9%
SAM
1255
Smith Asset Management
Florida
$325K +$325K +2,365 New
CAM
1256
Concorde Asset Management
Michigan
$325K +$325K +2,363 New
PFSC
1257
Peoples Financial Services Corp
Pennsylvania
$325K +$20.6K +150 +7%
CAL
1258
Capital Analysts LLC
Pennsylvania
$322K +$47.9K +349 +17%
SAM
1259
Silvercrest Asset Management
New York
$320K +$60K +436 +23%
SC
1260
Solstein Capital
California
$319K – – –
BBPWM
1261
Blue Bell Private Wealth Management
Pennsylvania
$318K -$6.88K -50 -2%
TWM
1262
Tolleson Wealth Management
Texas
$318K +$318K +2,311 New
AWM
1263
Arista Wealth Management
Nevada
$317K – – –
WC
1264
Whitney & Co
New York
$316K -$71.3K -518 -18%
SSWM
1265
Strait & Sound Wealth Management
California
$315K +$315K +2,289 New
RA
1266
Rise Advisors
New York
$315K +$99.5K +723 +46%
SWA
1267
Strategies Wealth Advisors
Michigan
$314K -$11K -75 -3%
QWM
1268
Quadcap Wealth Management
Texas
$313K +$72.8K +529 +30%
AA
1269
Addison Advisors
Vermont
$313K – – –
PWP
1270
Precedent Wealth Partners
Texas
$313K – – –
FFG
1271
Fortem Financial Group
California
$313K -$138 -1 -0%
CTA
1272
Colonial Trust Advisors
South Carolina
$313K -$39.1K -284 -11%
PIMG
1273
Patriot Investment Management Group
Tennessee
$311K +$138 +1 +0%
TPA
1274
Trivium Point Advisory
Connecticut
$311K -$41.7K -303 -12%
BW
1275
Bison Wealth
Georgia
$311K +$81K +589 +35%
49 50
51
52 53