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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 %
VNA
1701
Valley National Advisers
Pennsylvania
$10K +$7.95K +62 +388%
LCM
1702
Logan Capital Management
Pennsylvania
$9.79K – – –
HWM
1703
HighMark Wealth Management
Minnesota
$9.75K – – –
LWMI
1704
Legacy Wealth Management (Idaho)
Idaho
$9.67K -$22K -150 -69%
LIS
1705
Legacy Investment Solutions
Idaho
$9.67K -$22K -150 -69%
MSFP
1706
Mark Sheptoff Financial Planning
Connecticut
$9.49K – – –
RFG
1707
REAP Financial Group
Texas
$9.08K – – –
BA
1708
Bellwether Advisors
Nebraska
$9.08K +$9.08K +66 New
IWM
1709
IMG Wealth Management
Florida
$9.01K +$9.01K +65 New
WBC
1710
West Branch Capital
Massachusetts
$8.81K – – –
CJH
1711
Christopher J. Hasenberg
Wisconsin
$8.8K – – –
BL
1712
Balentine LLC
Georgia
$8.67K -$6.47K -47 -43%
PWS
1713
Peterson Wealth Services
Utah
$7.98K – – –
DF
1714
DecisionPoint Financial
Arizona
$7.02K – – –
CSB
1715
City State Bank
Iowa
$6.88K -$76.1K -553 -92%
CSWM
1716
Cassady Schiller Wealth Management
Ohio
$6.6K – – –
AF
1717
Atala Financial
California
$6.19K +$6.19K +45 New
RPA
1718
Redwood Park Advisors
California
$6.19K +$6.19K +45 New
LFA
1719
LGT Financial Advisors
Texas
$5.78K -$6.19K -45 -52%
GIA
1720
GHP Investment Advisors
Colorado
$5.37K -$1.93K -14 -26%
LFA
1721
Legend Financial Advisors
Pennsylvania
$4.4K – – –
HI
1722
Hoey Investments
Pennsylvania
$4.2K – – –
NI
1723
NCP Inc
California
$3.99K – – –
NRWA
1724
North Ridge Wealth Advisors
Oregon
$3.85K +$3.85K +28 New
BTD
1725
BankPlus Trust Department
Mississippi
$3.85K +$3.85K +28 New
67 68
69
70 71