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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
23.25%
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
$326M
4
CM
Cercano Management
Washington
$80.4M
5
Millennium Management
Millennium Management
New York
$75.5M

Top Sellers

1
ECG
Edge Capital Group
Georgia
$3.47M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.5B
3
Bessemer Group
Bessemer Group
New Jersey
$2.02M
4
Wells Fargo
Wells Fargo
California
$806M
5
Morgan Stanley
Morgan Stanley
New York
$1.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
1726
GoalVest Advisory
New York
$3.71K +$3.71K +27 New
PP
1727
Pingora Partners
Wyoming
$3.44K -$3.44K -25 -50%
GWP
1728
Gen-Wealth Partners
Michigan
$3.44K – – –
LI
1729
LRI Investments
Florida
$3.03K – – –
Daiwa Securities Group
1730
Daiwa Securities Group
Japan
$3K -$1.43K -10 -32%
CPL
1731
Capital & Planning LLC
Georgia
$2.39K +$2.39K +17 New
RCM
1732
Raleigh Capital Management
North Carolina
$2.2K – – –
CMP
1733
Coston McIsaac & Partners
Maine
$2K – – –
FWM
1734
FSA Wealth Management
Massachusetts
$1.82K – – –
TIM
1735
Thompson Investment Management
Wisconsin
$1.38K – – –
NS
1736
NBC Securities
Alabama
$1.08K -$1.16M -7,499 -100%
CFG
1737
CKW Financial Group
Hawaii
$1K +$1K +8 New
NWM
1738
Navigoe Wealth Management
California
$1K +$1K +12 New
GP
1739
Greenline Partners
New York
$963 -$200K -1,454 -100%
HWP
1740
Highline Wealth Partners
California
$963 – – –
CJ
1741
Caitlin John
Michigan
$843 – – –
PP
1742
Paloma Partners
Connecticut
$825 -$7.14M -51,891 -100%
CFS
1743
Compass Financial Services
Iowa
$825 +$825 +6 New
Toronto Dominion Bank
1744
Toronto Dominion Bank
Ontario, Canada
$550 +$550 +4 New
MFG
1745
Menard Financial Group
Texas
$413 +$413 +3 New
MFS
1746
Mattson Financial Services
Michigan
$308 +$308 +2 New
MAS
1747
MPWM Advisory Solutions
Georgia
$275 +$275 +2 New
WCM
1748
Weaver Capital Management
Georgia
$138 – – –
Two Sigma Advisers
1749
Two Sigma Advisers
New York
– -$148M -960,700 Closed
Capital Fund Management (CFM)
1750
Capital Fund Management (CFM)
France
– -$45.4M -295,057 Closed
68 69
70
71 72