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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 %
BWP
1376
Burling Wealth Partners
Illinois
$250K +$250K +1,820 New
CGA
1377
Crescent Grove Advisors
Illinois
$250K -$1.79K -13 -0.7%
BFA
1378
Beacon Financial Advisory
Ohio
$250K +$413 +3 +0.2%
PFA
1379
Portland Financial Advisors
New York
$249K +$249K +1,808 New
SFG
1380
SNS Financial Group
Minnesota
$248K -$47.3K -344 -16%
RIM
1381
Rockbridge Investment Management
New York
$248K – – –
WW
1382
Waterfront Wealth
Kansas
$248K -$20.5K -149 -8%
LFGO
1383
Legacy Financial Group (Oklahoma)
Oklahoma
$247K +$247K +1,799 New
TYCC
1384
Texas Yale Capital Corp
Florida
$247K -$138 -1 -0.1%
WSCM
1385
Wellington Shields Capital Management
New York
$246K – – –
WA
1386
Wambolt & Associates
Colorado
$246K +$1.1K +8 +0.4%
SFG
1387
Snider Financial Group
Washington
$246K +$41.4K +301 +20%
GIA
1388
Guyasuta Investment Advisors
Pennsylvania
$245K -$5.78K -42 -2%
ECM
1389
Evergreen Capital Management
Washington
$245K – – –
SWM
1390
SilverOak Wealth Management
Minnesota
$244K – – –
EC
1391
Estate Counselors
Wisconsin
$243K +$243K +1,770 New
LDB
1392
Lee, Danner & Bass
Tennessee
$242K +$242K +1,760 New
FNBTCON
1393
First National Bank & Trust Co of Newtown
Pennsylvania
$242K – – –
DTC
1394
Davidson Trust Company
Washington
$242K – – –
AAP
1395
Arax Advisory Partners
Colorado
$241K +$119K +861 +97%
SFG
1396
Sovereign Financial Group
Connecticut
$240K +$1.1K +8 +0.5%
BIA
1397
Benchmark Investment Advisors
Illinois
$240K -$14K -102 -6%
PAA
1398
Peregrine Asset Advisers
Oregon
$239K – – –
NAM
1399
NorthCrest Asset Manangement
Minnesota
$239K +$42.9K +312 +22%
WN
1400
Williams & Novak
California
$239K +$239K +1,737 New
54 55
56
57 58