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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$828M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$472M
3
QIM
3
Quantitative Investment Management
Virginia
$119M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$326M
5
CM
5
Cercano Management
Washington
$80.4M

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$3.47M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.5B
3
Bessemer Group
3
Bessemer Group
New Jersey
$2.02M
4
Wells Fargo
4
Wells Fargo
California
$806M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.5B
Name Market Value Shares Shares
Change 		Shares
Change %
AWMS
1801
Advocacy Wealth Management Services
Georgia
– – -12,492 Closed
LA
1802
Latitude Advisors
Florida
– – -12,459 Closed
PMG
1803
ProVise Management Group
Florida
– – -12,417 Closed
SI
1804
Symmetry Investments
Jersey
– – -11,443 Closed
RFWA
1805
RPg Family Wealth Advisory
Massachusetts
– – -11,023 Closed
SW
1806
Simplicity Wealth
New Jersey
– – -10,096 Closed
FC
1807
Fore Capital
New York
– – -10,000 Closed
ZIMP
1808
Zimmermann Investment Management & Planning
Pennsylvania
– – -9,594 Closed
Mirae Asset Global Investments
1809
Mirae Asset Global Investments
South Korea
– – -9,550 Closed
PSCM
1810
Per Stirling Capital Management
Texas
– – -9,523 Closed
BFWM
1811
Bright Futures Wealth Management
New York
– – -9,366 Closed
LHC
1812
Lodge Hill Capital
New York
– – -8,000 Closed
WAM
1813
Worth Asset Management
Texas
– – -7,988 Closed
FTDI
1814
First Trust Direct Indexing
Massachusetts
– – -7,737 Closed
NIP
1815
Nicholas Investment Partners
California
– – -7,729 Closed
BAWM
1816
Bennett Associates Wealth Management
Pennsylvania
– – -7,594 Closed
HT
1817
Headlands Technologies
Illinois
– – -6,974 Closed
PCA
1818
Prosperity Capital Advisors
Ohio
– – -6,668 Closed
PCS
1819
Personal CFO Solutions
New Jersey
– – -6,102 Closed
NA
1820
Navellier & Associates
Nevada
– – -5,495 Closed
LSA
1821
Lansing Street Advisors
Pennsylvania
– – -5,431 Closed
SWM
1822
Segment Wealth Management
Texas
– – -5,429 Closed
DIM
1823
DLK Investment Management
California
– – -5,196 Closed
AGM
1824
Alpine Global Management
New York
– – -5,145 Closed
TCMP
1825
Thrive Capital Management (Pennsylvania)
Pennsylvania
– – -4,891 Closed
71 72
73
74 75