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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 %
R
1276
Rebalance
California
$311K +$1.38K +10 +0.4%
CWM
1277
C2C Wealth Management
Arizona
$310K -$25.5K -185 -8%
CWM
1278
Cahaba Wealth Management
Georgia
$309K +$413 +3 +0.1%
NAS
1279
NWF Advisory Services
California
$306K +$306K +2,224 New
DWG
1280
Darden Wealth Group
Michigan
$306K +$57.9K +421 +23%
GHAM
1281
Gilman Hill Asset Management
Connecticut
$305K – – –
CB
1282
Cadence Bank
Mississippi
$305K +$50.4K +366 +20%
AA
1283
Acorns Advisers
California
$304K +$76.2K +555 +33%
LWM
1284
Lodestone Wealth Management
Washington
$304K +$963 +7 +0.3%
HWA
1285
HCR Wealth Advisors
California
$303K – – –
MIA
1286
MainStreet Investment Advisors
Illinois
$303K +$27.5K +200 +10%
NFSG
1287
Newbridge Financial Services Group
Florida
$301K -$19K -138 -6%
ACGA
1288
Atlanta Consulting Group Advisors
Georgia
$301K -$1.78M -12,959 -86%
Luther King Capital Management (LKCM)
1289
Luther King Capital Management (LKCM)
Texas
$301K -$380K – –
S
1290
SignatureFD
Georgia
$300K -$113K -819 -27%
APA
1291
Astoria Portfolio Advisors
New York
$299K +$299K +2,139 New
MWS
1292
Maxwell Wealth Strategies
California
$299K – – –
PWM
1293
PBMares Wealth Management
Virginia
$299K – – –
TWCA
1294
Two West Capital Advisors
Kansas
$298K +$21.1K +153 +8%
1WM
1295
1900 Wealth Management
Texas
$298K -$45.7K -332 -13%
AWMG
1296
ADG Wealth Management Group
Louisiana
$296K +$296K +2,155 New
GWM
1297
GK Wealth Management
Nevada
$296K +$296K +2,155 New
AWAG
1298
ARS Wealth Advisors Group
Florida
$296K -$94.1K -684 -24%
AIM
1299
Aspen Investment Management
Michigan
$294K +$137 +1 +0%
DBIA
1300
Dumont & Blake Investment Advisors
New Jersey
$293K +$14.7K +107 +5%
50 51
52
53 54