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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 %
KFI
1301
Key Financial Inc
Pennsylvania
$293K +$275 +2 +0.1%
PCMC
1302
Paragon Capital Management (Colorado)
Colorado
$292K – – –
AWCI
1303
Alpine Woods Capital Investors
New York
$292K – – –
FNB
1304
Farmers National Bank
Kentucky
$291K +$291K +2,118 New
CRWM
1305
Castle Rock Wealth Management
California
$291K +$8.4K +58 +3%
PMSA
1306
Patrick M. Sweeney & Associates
Illinois
$290K – – –
TDC
1307
Thompson Davis & Co
Virginia
$289K -$117K -854 -29%
VT
1308
Vise Technologies
New York
$287K +$287K +2,089 New
PSFG
1309
Park Square Financial Group
Georgia
$287K +$287K +2,088 New
BWM
1310
Bulltick Wealth Management
Florida
$286K +$21.6K +157 +8%
SCP
1311
Sandhill Capital Partners
New York
$286K – – –
WEG
1312
World Equity Group
Illinois
$286K -$32.3K -235 -10%
RIA
1313
Richwood Investment Advisors
Ohio
$285K – – –
LBC
1314
Leigh Baldwin & Co
New York
$284K +$284K +2,063 New
GSIAS
1315
Garden State Investment Advisory Services
New Jersey
$284K +$12.5K +91 +5%
SFB
1316
STAR Financial Bank
Indiana
$282K -$4.54K -33 -2%
PIA
1317
Panoramic Investment Advisors
Colorado
$282K -$399K -2,900 -59%
HWMO
1318
Heritage Wealth Management (Ohio)
Ohio
$282K – – –
SP
1319
Successful Portfolios
Florida
$281K +$10.3K +75 +4%
TCM
1320
Traynor Capital Management
Pennsylvania
$280K +$21.3K +155 +8%
CWA
1321
Choice Wealth Advisors
Maine
$280K – – –
SDAM
1322
Shulman DeMeo Asset Management
New York
$280K +$37K +269 +15%
WA
1323
Wealth Alliance
New York
$280K -$180K -1,311 -39%
FM
1324
Family Management
New York
$280K -$138K -1,005 -33%
HA
1325
Huntleigh Advisors
Missouri
$279K +$279K +2,025 New
51 52
53
54 55