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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 %
KC
1601
Knuff & Co
California
$48.2K – – –
CAS
1602
Coppell Advisory Solutions
Texas
$47.9K +$7.82K +57 +20%
CPG
1603
Cornerstone Planning Group
New Jersey
$47.2K -$50.3K -341 -52%
CSC
1604
Caldwell Sutter Capital
California
$46.5K – – –
BFPW
1605
BOK Financial Private Wealth
Colorado
$46.5K +$44K +320 +1,778%
ME
1606
McIlrath & Eck
Washington
$46.2K -$8.12K -59 -15%
GIM
1607
Gold Investment Management
Alberta, Canada
$45.8K +$2.75K +20 +6%
FCT
1608
First Community Trust
Iowa
$44.6K +$3.3K +24 +8%
FLP
1609
Financial Life Planners
Arizona
$43.9K +$43.9K +319 New
RP
1610
Rice Partnership
Hawaii
$43.3K – – –
FWP
1611
FAS Wealth Partners
Kansas
$42.8K +$138 +1 +0.3%
PPWM
1612
PFG Private Wealth Management
Florida
$42.8K +$42.8K +311 New
OW
1613
Olistico Wealth
Oklahoma
$42.6K +$137 +1 +0.3%
FWM
1614
FLP Wealth Management
Arkansas
$42.4K +$42.4K +308 New
PP
1615
Pacifica Partners
Canada
$42K – – –
RAM
1616
Riggs Asset Management
Pennsylvania
$41.9K +$2.75K +20 +7%
AWM
1617
Angeles Wealth Management
California
$41.3K -$151K -1,100 -79%
MAM
1618
Morse Asset Management
Connecticut
$41.3K – – –
PB
1619
Pinnacle Bancorp
Nebraska
$41.3K – – –
HFM
1620
Hartford Financial Management
Connecticut
$41.3K – – –
SFCL
1621
Strengthening Families & Communities LLC
Massachusetts
$40K +$137 +1 +0.3%
W
1622
WealthCollab
Washington
$38.5K – – –
MHR
1623
Matthew Hamilton Rosenberg
$38.1K +$22.7K +165 +147%
AIA
1624
Armor Investment Advisors
North Carolina
$37.4K – – –
FGC
1625
Financial Gravity Companies
Texas
$35.1K +$3.03K +22 +9%
63 64
65
66 67