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State Street Health Care Select Sector SPDR ETF

1,666 hedge funds and large institutions have $30.9B invested in State Street Health Care Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 657 increasing their positions, 601 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 107

2% more funds holding

Funds holding: 1,6411,666 (+25)

9% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 601

1% more capital invested

Capital invested by funds: $30.7B → $30.9B (+$219M)

2% less funds holding in top 10

Funds holding in top 10: 110108 (-2)

6.33% less ownership

Funds ownership: 81.48%75.15% (-6.3%)

22% less call options, than puts

Call options by funds: $1.57B | Put options by funds: $2.02B

Holders
1,666
Holders Change
+25
Holders Change %
+1.52%
% of All Funds
24%
Holding in Top 10
108
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.82%
% of All Funds
1.56%
New
153
Increased
657
Reduced
601
Closed
107
Calls
$1.57B
Puts
$2.02B
Net Calls
-$454M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
226
TrinityPoint Wealth
Connecticut
$10.2M +$268K +1,867 +3%
PWP
227
Perfromance Wealth Partners
Illinois
$10.1M +$355K +2,477 +4%
CS
228
Credit Suisse
Switzerland
$10M -$17.6M -122,493 -64%
KWM
229
Keebeck Wealth Management
Illinois
$9.99M -$152K -1,059 -2%
CFGS
230
Concourse Financial Group Securities
Alabama
$9.97M +$1.89M +13,187 +24%
TS
231
Tamar Securities
California
$9.94M -$1.58M -11,024 -14%
PCIA
232
Prime Capital Investment Advisors
Kansas
$9.87M -$20.4M -142,387 -68%
MC
233
Martin & Co
Tennessee
$9.87M -$239K -1,663 -2%
PPWP
234
Premier Path Wealth Partners
New Jersey
$9.72M +$785K +5,470 +9%
CFC
235
Client First Capital
California
$9.62M +$2.84M +19,804 +44%
RBC
236
Rye Brook Capital
Connecticut
$9.6M +$9.32M +65,000 New
D.E. Shaw & Co
237
D.E. Shaw & Co
New York
$9.56M +$9.29M +64,744 New
EWM
238
Evercore Wealth Management
New York
$9.55M +$152K +1,060 +2%
HVIA
239
Hudson Valley Investment Advisors
New York
$9.55M -$115K -800 -1%
OCBCO
240
Oversea-Chinese Banking Corp (OCBC)
Singapore
$9.45M -$4.69M -32,719 -34%
NW
241
NewEdge Wealth
Pennsylvania
$9.38M +$545K +3,800 +6%
WCP
242
Welch Capital Partners
New York
$9.38M
SWM
243
SFG Wealth Management
Maryland
$9.35M +$464K +3,236 +5%
WWM
244
Western Wealth Management
Colorado
$9.34M +$824K +5,746 +10%
CF
245
Centaurus Financial
California
$9.34M +$2.82M +19,650 +45%
TFA
246
Toth Financial Advisory
Virginia
$9.33M +$149K +1,041 +2%
SC
247
Syon Capital
California
$9.29M -$9.25M -64,495 -51%
AWC
248
Adamsbrown Wealth Consultants
Kansas
$9.21M +$501K +3,491 +6%
BCI
249
Brinker Capital Investments
Pennsylvania
$9.2M +$1.84M +12,848 +26%
OPS
250
Orion Portfolio Solutions
Nebraska
$9.2M +$1.84M +12,848 +26%

XLV Hedge Fund Activity: Q1 2024 in Review

1,666 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2024, worth a combined $30.9B — up 0.71% from $30.7B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new XLV positions and 107 closed out — a net gain of 46 holders — while 657 added to existing stakes and 601 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $197M. The largest seller was Morgan Stanley, cutting an estimated $1.78B.

  • 1,666 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2024, up from 1,641 in Q4 2023.
  • Funds reported $30.9B of State Street Health Care Select Sector SPDR ETF stock for Q1 2024, up 0.71% quarter-over-quarter.
  • 153 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2024 and 107 closed out, a net change of +46 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2024 was BNP Paribas Financial Markets, an estimated $197M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.78B sold.

Based on aggregated 13F filings for Q1 2024.