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State Street Health Care Select Sector SPDR ETF

1,729 hedge funds and large institutions have $30.6B invested in State Street Health Care Select Sector SPDR ETF in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 672 increasing their positions, 617 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 71

10% more capital invested

Capital invested by funds: $27.8B → $30.6B (+$2.82B)

7% more funds holding in top 10

Funds holding in top 10: 106113 (+7)

4% more funds holding

Funds holding: 1,6641,729 (+65)

2.34% more ownership

Funds ownership: 70.96%73.3% (+2.3%)

9% more repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 617

26% less call options, than puts

Call options by funds: $1.98B | Put options by funds: $2.66B

Holders
1,729
Holders Change
+65
Holders Change %
+3.91%
% of All Funds
24.82%
Holding in Top 10
113
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.6%
% of All Funds
1.62%
New
155
Increased
672
Reduced
617
Closed
71
Calls
$1.98B
Puts
$2.66B
Net Calls
-$685M
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
251
Beacon Pointe Advisors
California
$9.42M +$189K +1,248 +2%
EWS
252
Eagle Wealth Strategies
New Jersey
$9.38M +$65.2K +430 +0.7%
JF
253
Jump Financial
Illinois
$9.31M -$10.2M -67,188 -53%
TC
254
Trilogy Capital
California
$9.2M -$1.45M -9,568 -14%
Bank of Nova Scotia
255
Bank of Nova Scotia
Ontario, Canada
$9.19M -$75.9M -500,472 -89%
IC
256
Innealta Capital
Texas
$9.17M -$1.08M -7,137 -11%
State Street
257
State Street
Massachusetts
$9.15M +$9.01M +59,440 New
GS
258
GTS Securities
New York
$9.14M -$39.8M -262,867 -82%
SPC
259
Sigma Planning Corp
Michigan
$9.12M -$284K -1,876 -3%
HIP
260
Harrell Investment Partners
Texas
$9.05M -$592K -3,905 -6%
WWM
261
Western Wealth Management
Colorado
$9.04M -$565K -3,729 -6%
MFG
262
Merit Financial Group
Georgia
$8.95M -$313K -2,063 -3%
BPAMU
263
BTG Pactual Asset Management US
New York
$8.92M +$5.32M +35,127 +154%
EWA
264
EP Wealth Advisors
California
$8.9M +$224K +1,475 +3%
IWS
265
Insight Wealth Strategies
California
$8.86M +$8.71M +57,495 New
HVIA
266
Hudson Valley Investment Advisors
New York
$8.75M -$1.3M -8,580 -13%
Mirae Asset Global ETFs Holdings
267
Mirae Asset Global ETFs Holdings
Hong Kong
$8.61M -$6.13M -40,426 -42%
JFG
268
Jefferies Financial Group
New York
$8.57M -$14.7M -97,172 -64%
CC
269
Courier Capital
New York
$8.56M +$4.09M +26,972 +94%
JF
270
JSF Financial
California
$8.55M +$41.4K +273 +0.5%
HCMG
271
Howard Capital Management Group
California
$8.49M +$264K +1,741 +3%
JMFC
272
J.M. Forbes & Co
Massachusetts
$8.47M
TW
273
TritonPoint Wealth
Maryland
$8.42M +$432K +2,851 +5%
GIA
274
Gladstone Institutional Advisory
Florida
$8.38M -$2.78M -18,372 -25%
MWA
275
MFA Wealth Advisors
Pennsylvania
$8.33M -$475K -3,131 -5%

XLV Hedge Fund Activity: Q3 2024 in Review

1,729 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2024, worth a combined $30.6B — up 10% from $27.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new XLV positions and 71 closed out — a net gain of 84 holders — while 672 added to existing stakes and 617 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $505M. The largest seller was Bank of America, cutting an estimated $234M.

  • 1,729 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2024, up from 1,664 in Q2 2024.
  • Funds reported $30.6B of State Street Health Care Select Sector SPDR ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 155 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2024 and 71 closed out, a net change of +84 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2024 was Goldman Sachs, an estimated $505M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2024 was Bank of America, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2024.