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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 %
GWANC
1576
Guardian Wealth Advisors (North Carolina)
North Carolina
$73.1K +$3.58K +26 +5%
OIA
1577
Optimum Investment Advisors
Illinois
$71.7K – – –
WAS
1578
Winch Advisory Services
Wisconsin
$69.7K +$19.7K +143 +39%
HC
1579
Hara Capital
Washington
$68.8K +$34.4K +250 +100%
CPA
1580
Cardiff Park Advisors
California
$66K – – –
SIS
1581
Sound Income Strategies
Florida
$65.6K -$11.8K -86 -15%
MCM
1582
Manchester Capital Management
Vermont
$62.3K -$7.43K -54 -11%
PPA
1583
Painted Porch Advisors
California
$62.2K -$9.22K -67 -13%
HFS
1584
Hopwood Financial Services
Virginia
$61.6K +$61.6K +448 New
TAM
1585
Tucker Asset Management
Colorado
$59.7K -$42.1K -306 -41%
CWP
1586
Concord Wealth Partners
Virginia
$59.3K +$138 +1 +0.2%
CMA
1587
Cedar Mountain Advisors
Oregon
$58.3K +$6.33K +46 +12%
FA
1588
Fedenia Advisers
Wisconsin
$58.2K +$58.2K +423 New
S
1589
Sachetta
Massachusetts
$55.9K – – –
WSC
1590
Wellington Shields & Co
New York
$55K – – –
AAG
1591
Armstrong Advisory Group
Massachusetts
$54.5K -$13.8K -100 -20%
BAM
1592
Bellevue Asset Management
Washington
$53.8K – – –
FCMT
1593
Founders Capital Management (Texas)
Texas
$51.6K – – –
PAG
1594
Paladin Advisory Group
Iowa
$51.3K – – –
PFM
1595
Phillips Financial Management
Indiana
$50.9K – – –
KFGG
1596
Keystone Financial Group (Georgia)
Georgia
$50.4K +$50.4K +366 New
OFG
1597
Oxford Financial Group
Indiana
$49.5K – – –
PFBT
1598
Parkside Financial Bank & Trust
Missouri
$48.4K – – –
GTAM
1599
Global Trust Asset Management
Florida
$48.2K -$208K -1,510 -81%
CNBTD
1600
Citizens National Bank Trust Department
Mississippi
$48.2K -$13.8K -100 -22%
62 63
64
65 66