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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 %
JPWM
1901
Jamison Private Wealth Management
Georgia
– – -1,016 Closed
FAM
1902
Flaharty Asset Management
Florida
– – -844 Closed
MAM
1903
Marquette Asset Management
Minnesota
– – -832 Closed
SHIM
1904
Stone House Investment Management
Pennsylvania
– – -828 Closed
HFS
1905
Hantz Financial Services
Michigan
– – -709 Closed
MTIM
1906
Marathon Trading Investment Management
Pennsylvania
– – -687 Closed
NFA
1907
Northwest Financial Advisors
Virginia
– – -615 Closed
GAG
1908
Goodman Advisory Group
Massachusetts
– – -539 Closed
MJRIC
1909
Mogy Joel R Investment Counsel
California
– – -490 Closed
PS
1910
Planned Solutions
California
– – -283 Closed
MIM
1911
Macroview Investment Management
Maryland
– – -270 Closed
CA
1912
Claris Advisors
Missouri
– – -226 Closed
BWP
1913
Baldwin Wealth Partners
Massachusetts
– – -125 Closed
KSWA
1914
Kathleen S. Wright Associates
Pennsylvania
– – -122 Closed
FMP
1915
Financial Management Professionals
Texas
– – -85 Closed
AEPWM
1916
Atlantic Edge Private Wealth Management
Florida
– – -81 Closed
APC
1917
Aspire Private Capital
North Carolina
– – -61 Closed
GCS
1918
Gordian Capital (Singapore)
Singapore
– – -51 Closed
CPA
1919
Clear Point Advisors
New York
– – -25 Closed
HGA
1920
Hobbs Group Advisors
South Carolina
– – -23 Closed
TCM
1921
Tradewinds Capital Management
Washington
– – -20 Closed
PIS
1922
POM Investment Strategies
North Carolina
– – -18 Closed
Asset Management One
1923
Asset Management One
Japan
– – -10 Closed
MCM
1924
Moore Capital Management
New York
– – – –
CL
1925
CSS LLC
Illinois
– – – –
74 75 76
77
78