We are live on ! Find out more
XLV icon

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
SPC
251
Sigma Planning Corp
Michigan
$9.16M +$4.57M +31,830 +105%
AAM
252
Ameraudi Asset Management
New York
$9.1M +$8.84M +61,610 New
GSWM
253
Greenup Street Wealth Management
Michigan
$9.05M +$8.79M +61,256 New
FIM
254
Freedom Investment Management
Connecticut
$9.04M +$215K +1,501 +3%
CIP
255
Capital Insight Partners
Arizona
$9.04M +$3.42M +23,868 +64%
AWM
256
AAF Wealth Management
Massachusetts
$8.96M +$295K +2,057 +4%
PCA
257
Pallas Capital Advisors
Massachusetts
$8.84M +$521K +3,633 +6%
RFM
258
Royal Fund Management
Florida
$8.8M +$8.55M +59,598 New
TC
259
Trilogy Capital
California
$8.8M +$4.96M +34,597 +139%
FFS
260
Founders Financial Securities
Maryland
$8.77M +$4.28M +29,800 +101%
IC
261
Innealta Capital
Texas
$8.74M +$1.86K +13 +0%
AAIM
262
Asset Advisors Investment Management
Georgia
$8.72M +$1.99M +13,903 +31%
EWS
263
Eagle Wealth Strategies
New Jersey
$8.69M -$87.9K -613 -1%
MFG
264
Merit Financial Group
Georgia
$8.66M +$1.27M +8,856 +17%
BPA
265
Beacon Pointe Advisors
California
$8.62M +$575K +4,007 +7%
CWG
266
Cornerstone Wealth Group
North Carolina
$8.61M -$4.74M -33,044 -36%
CCM
267
Cinctive Capital Management
New York
$8.57M +$8.32M +58,021 New
CB
268
Commerce Bank
Missouri
$8.55M -$9.91M -69,086 -54%
PIA
269
Petredis Investment Advisors
Pennsylvania
$8.51M -$639K -4,451 -7%
NHFG
270
New Harbor Financial Group
Massachusetts
$8.45M +$8.2M +57,178 New
Cerity Partners
271
Cerity Partners
New York
$8.39M -$1.18M -8,213 -13%
IWS
272
Insight Wealth Strategies
California
$8.29M +$8.05M +56,098 New
MWA
273
MFA Wealth Advisors
Pennsylvania
$8.27M -$70K -488 -0.9%
GIA
274
Gladstone Institutional Advisory
Florida
$8.21M +$2.52M +17,576 +46%
AI
275
Arvest Investments
Arkansas
$8.2M -$370K -2,576 -4%

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.