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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 %
IWA
1326
Icon Wealth Advisors
Texas
$278K -$52.6K -382 -16%
OCM
1327
One Capital Management
California
$278K -$199K -1,449 -42%
NCM
1328
Novare Capital Management
North Carolina
$278K -$6.88K -50 -2%
FAT
1329
First American Trust
California
$278K -$88.3K -642 -24%
APP
1330
Avantax Planning Partners
Iowa
$276K +$79.2K +576 +40%
ISB
1331
Iowa State Bank
Iowa
$275K – – –
MMG
1332
Monetary Management Group
Missouri
$275K – – –
MAP
1333
Managed Asset Portfolios
Michigan
$275K +$275K +1,997 New
Deutsche Bank
1334
Deutsche Bank
Germany
$273K -$376K -2,730 -58%
AWA
1335
Acorn Wealth Advisors
Michigan
$273K +$550 +4 +0.2%
FFA
1336
Founders Financial Alliance
North Carolina
$273K -$5.23K -38 -2%
RZH
1337
Relyea Zuckerberg Hanson
Connecticut
$272K – – –
MWM
1338
Maltin Wealth Management
New Jersey
$272K +$963 +7 +0.4%
SAM
1339
Secure Asset Management
Michigan
$272K -$229K -1,668 -46%
GWM
1340
GSB Wealth Management
Connecticut
$272K – – –
TVAMP
1341
Tennessee Valley Asset Management Partners
Tennessee
$271K -$75.4K -548 -22%
COCM
1342
Charter Oak Capital Management
New Hampshire
$270K +$138 +1 +0.1%
RBC
1343
Romano Brothers & Co
Illinois
$270K – – –
BG
1344
Bollard Group
Massachusetts
$270K +$1.1K +8 +0.4%
FWA
1345
FSM Wealth Advisors
Ohio
$270K +$48.7K +345 +22%
MWM
1346
MinichMacGregor Wealth Management
New York
$270K +$69.9K +508 +35%
WB
1347
Webster Bank
Connecticut
$269K +$8.25K +60 +3%
CC
1348
Cornerstone Capital
California
$269K – – –
SIM
1349
Stratos Investment Management
Ohio
$269K +$269K +1,952 New
RW
1350
REDW Wealth
New Mexico
$268K -$127K -921 -32%
52 53
54
55 56