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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 %
MW
1476
Maia Wealth
Colorado
$202K +$202K +1,367 New
OFA
1477
Oak Family Advisors
Illinois
$202K -$198K -1,436 -50%
SWTS
1478
Stonehaven Wealth & Tax Solutions
Wisconsin
$201K +$201K +1,463 New
HAM
1479
Harmony Asset Management
Arizona
$201K -$167K -1,212 -45%
HH
1480
HWG Holdings
Texas
$201K -$7.15K -52 -3%
BOS
1481
Bank of Stockton
California
$201K +$201K +1,460 New
CCA
1482
Clearwater Capital Advisors
Illinois
$200K +$138 +1 +0.1%
MG
1483
Mather Group
Illinois
$198K – – –
T
1484
Transce3nd
Texas
$191K +$191K +1,386 New
ST
1485
Smithfield Trust
Pennsylvania
$190K – – –
BAM
1486
Byrne Asset Management
New Jersey
$187K +$7.7K +56 +4%
NECFA
1487
New England Capital Financial Advisors
Connecticut
$187K -$2.89M -21,021 -94%
AW
1488
Avion Wealth
Texas
$186K +$66.7K +486 +56%
TC
1489
Truvestments Capital
Florida
$178K -$12.2K -89 -6%
MIA
1490
Milestone Investment Advisors
Wisconsin
$176K – – –
BOJHT
1491
Bank of Jackson Hole Trust
Wyoming
$173K +$173K +1,254 New
PWM
1492
Provident Wealth Management
Tennessee
$172K -$67.4K -490 -28%
HPIA
1493
Hamilton Point Investment Advisors
North Carolina
$165K +$9.91K +72 +6%
SPF
1494
South Plains Financial
Texas
$165K +$165K +1,200 New
TCM
1495
TD Capital Management
Tennessee
$163K +$138 +1 +0.1%
AIM
1496
Acropolis Investment Management
Missouri
$162K – – –
RFA
1497
Register Financial Advisors
Georgia
$162K -$3.16K -23 -2%
CF
1498
Collier Financial
Colorado
$161K +$161K +1,170 New
RCA
1499
Runnymede Capital Advisors
Ohio
$157K +$157K +1,143 New
FUBT
1500
First United Bank & Trust
Maryland
$156K +$413 +3 +0.3%
58 59
60
61 62