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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
CC
276
Constitution Capital
Connecticut
$8.31M +$220K +1,451 +3%
GSWM
277
Greenup Street Wealth Management
Michigan
$8.31M +$399K +2,634 +5%
PCIA
278
Prime Capital Investment Advisors
Kansas
$8.28M -$116K -767 -1%
FSA
279
Financial Services Advisory
Maryland
$8.25M +$8.12M +53,545 New
PNAA
280
Pictet North America Advisors
Switzerland
$8.19M +$14.9K +98 +0.2%
5SA
281
5th Street Advisors
Connecticut
$8.19M +$128K +845 +2%
EFG
282
Embree Financial Group
Illinois
$8.14M +$60.8K +401 +0.8%
AA
283
Axiom Advisory
California
$8.14M +$4.13M +27,256 +103%
IAN
284
Integrated Advisors Network
Texas
$8.14M +$219K +1,443 +3%
AAS
285
Annex Advisory Services
Wisconsin
$8.11M -$247K -1,630 -3%
TCA
286
Transcend Capital Advisors
New Jersey
$8.1M -$819K -5,400 -9%
AI
287
Arvest Investments
Arkansas
$8.01M -$504K -3,327 -6%
PP
288
Paloma Partners
Connecticut
$7.99M +$7.87M +51,897 New
FIM
289
Freedom Investment Management
Connecticut
$7.87M -$218K -1,439 -3%
WIC
290
Woodmont Investment Counsel
Tennessee
$7.86M +$214K +1,415 +3%
ST
291
Sabal Trust
Florida
$7.69M +$266K +1,755 +4%
WCM
292
Winthrop Capital Management
Indiana
$7.6M -$512K -3,378 -6%
Jones Financial Companies
293
Jones Financial Companies
Missouri
$7.6M +$3.29M +21,696 +78%
KL
294
KWMG LLC
Kansas
$7.56M +$7.44M +49,066 New
FGA
295
Fortis Group Advisors
New Jersey
$7.54M +$6.72M +44,318 +961%
CCM
296
Cullen Capital Management
New York
$7.47M -$27.3M -179,988 -79%
TW
297
TrinityPoint Wealth
Connecticut
$7.45M -$817K -5,390 -10%
SC
298
Sykon Capital
New York
$7.42M -$278K -1,836 -4%
WWM
299
WT Wealth Management
Arizona
$7.41M +$1.22M +8,027 +20%
CPA
300
Capital Planning Advisors
California
$7.29M -$39.7K -262 -0.6%

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.