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State Street SPDR S&P Health Care Services ETF

49 hedge funds and large institutions have $25.5M invested in State Street SPDR S&P Health Care Services ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

7% more funds holding

Funds holding: 4649 (+3)

9.28% less ownership

Funds ownership: 37.87%28.59% (-9.3%)

31% less capital invested

Capital invested by funds: $36.8M → $25.5M (-$11.3M)

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.91M -$543K -6,053 -13%
Morgan Stanley
2
Morgan Stanley
New York
$3.67M -$7.06M -78,688 -67%
Bank of America
3
Bank of America
North Carolina
$2.61M -$902K -10,054 -27%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.89M +$955K +10,644 +115%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.42M +$82.4K +919 +7%
Wells Fargo
6
Wells Fargo
California
$1.39M -$5.74K -64 -0.4%
MFG
7
Merit Financial Group
Georgia
$1.08M +$1.09M +12,181 New
CA
8
CoreCap Advisors
Michigan
$1.07M -$27.6K -308 -3%
STA
9
Summit Trail Advisors
New York
$956K
ST
10
Spinnaker Trust
Maine
$774K
Citadel Advisors
11
Citadel Advisors
Florida
$743K +$702K +7,832 New
TRCT
12
Tower Research Capital (TRC)
New York
$722K +$546K +6,094 +400%
Osaic Holdings
13
Osaic Holdings
Arizona
$654K +$25.7K +287 +4%
UBS Group
14
UBS Group
Switzerland
$535K -$217K -2,418 -30%
Goldman Sachs
15
Goldman Sachs
New York
$481K -$3.59M -40,000 -89%
KAS
16
Kestra Advisory Services
Texas
$475K +$8.97K +100 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$412K -$12.6K -141 -3%
Ameriprise
18
Ameriprise
Minnesota
$382K +$11.4K +127 +3%
WWM
19
Western Wealth Management
Colorado
$342K -$17.7K -197 -5%
OCM
20
Orser Capital Management
Texas
$322K -$2.69K -30 -1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$234K -$36.9K -412 -14%
RJA
22
Raymond James & Associates
Florida
$220K -$18K -201 -8%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$207K +$195K +2,180 New
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$119K -$9.69K -108 -8%
NS
25
NBC Securities
Alabama
$112K

XHS Hedge Fund Activity: Q1 2024 in Review

49 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q1 2024, worth a combined $25.5M — down 31% from $36.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XHS positions and 3 closed out — a net gain of 3 holders — while 8 added to existing stakes and 17 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $1.09M. The largest seller was Morgan Stanley, cutting an estimated $7.06M.

  • 49 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q1 2024, up from 46 in Q4 2023.
  • Funds reported $25.5M of State Street SPDR S&P Health Care Services ETF stock for Q1 2024, down 31% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q1 2024 and 3 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Health Care Services ETF buyer in Q1 2024 was Merit Financial Group, an estimated $1.09M added.
  • The largest State Street SPDR S&P Health Care Services ETF seller in Q1 2024 was Morgan Stanley, an estimated $7.06M sold.

Based on aggregated 13F filings for Q1 2024.