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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
JMFC
276
J.M. Forbes & Co
Massachusetts
$8.17M
EF
277
Empowered Funds
Pennsylvania
$8.15M +$7.92M +55,192 New
PNAA
278
Pictet North America Advisors
Switzerland
$8.14M -$1.28M -8,945 -14%
WCM
279
Winthrop Capital Management
Indiana
$8.12M +$17.4K +121 +0.2%
AAS
280
Annex Advisory Services
Wisconsin
$8.09M +$88.2K +615 +1%
HTC
281
Haverford Trust Company
Pennsylvania
$8.09M -$28.1M -195,909 -78%
Focus Partners Wealth
282
Focus Partners Wealth
Massachusetts
$8M +$3.28M +22,830 +73%
CC
283
Constitution Capital
Connecticut
$7.95M +$222K +1,550 +3%
SCP
284
Silverleafe Capital Partners
Tennessee
$7.91M +$2.32M +16,180 +43%
EFG
285
Embree Financial Group
Illinois
$7.77M +$51.9K +362 +0.7%
SC
286
Sykon Capital
New York
$7.73M -$1.67M -11,647 -18%
FAIM
287
Financial Advocates Investment Management
Washington
$7.7M +$107K +747 +1%
HCMG
288
Howard Capital Management Group
California
$7.64M -$59.1K -412 -0.8%
SI
289
Stephens Inc
Arkansas
$7.64M +$1.19M +8,304 +19%
5SA
290
5th Street Advisors
Connecticut
$7.52M -$70.7K -493 -1%
IAN
291
Integrated Advisors Network
Texas
$7.47M +$128K +891 +2%
PWMG
292
Prestige Wealth Management Group
New Jersey
$7.39M -$12.6M -87,780 -64%
RSWM
293
Robertson Stephens Wealth Management
California
$7.38M +$193K +1,345 +3%
MA
294
Mutual Advisors
Nebraska
$7.24M +$190K +1,323 +3%
WIC
295
Woodmont Investment Counsel
Tennessee
$7.23M +$100K +698 +1%
LOIM
296
Liberty One Investment Management
Illinois
$7.23M -$235K -1,639 -3%
NCM
297
Next Capital Management
New York
$7.1M -$105K -730 -1%
MPCA
298
Madison Park Capital Advisors
Washington
$7.09M +$217K +1,514 +3%
CC
299
Courier Capital
New York
$7.03M +$130K +909 +2%
AAS
300
Asset Allocation Strategies
Michigan
$6.88M -$95.5K -666 -1%

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.