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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
CPA
301
Capital Planning Advisors
California
$6.88M -$119K -828 -2%
PA
302
Pinnacle Associates
New York
$6.86M -$73.2K -510 -1%
IFG
303
Independent Financial Group
California
$6.8M +$532K +3,711 +9%
ST
304
Sabal Trust
Florida
$6.77M -$842K -5,870 -11%
BBP
305
Banco BTG Pactual
Brazil
$6.76M +$6.56M +45,734 New
SC
306
Sepio Capital
Utah
$6.69M -$164K -1,141 -2%
VWM
307
Valley Wealth Managers
New Jersey
$6.65M +$5.85M +40,799 +968%
MS
308
Maven Securities
Jersey
$6.63M +$583K +4,063 +10%
RPGK
309
Retirement Planning Group (Kansas)
Kansas
$6.61M +$6.16M +42,918 +2,320%
AG
310
AlTi Global
New York
$6.58M -$247K -1,721 -4%
KWA
311
Kellett Wealth Advisors
Ohio
$6.57M +$619K +4,312 +11%
NSLI
312
Nan Shan Life Insurance
Taiwan
$6.53M +$6.34M +44,200 New
CA
313
CoreCap Advisors
Michigan
$6.51M -$8.39M -58,489 -57%
FWA
314
FSC Wealth Advisors
New York
$6.48M +$6.29M +43,869 New
SW
315
Simplicity Wealth
New Jersey
$6.47M +$4.87M +33,979 +346%
Marshall Wace
316
Marshall Wace
United Kingdom
$6.44M -$40.6M -283,094 -87%
National Bank of Canada
317
National Bank of Canada
Quebec, Canada
$6.42M +$2.05M +14,321 +47%
SB
318
Simmons Bank
Arkansas
$6.41M +$201K +1,399 +3%
TRCT
319
Tower Research Capital (TRC)
New York
$6.38M +$4.77M +33,216 +332%
CWM
320
CMH Wealth Management
New Hampshire
$6.37M -$249K -1,736 -4%
ACM
321
Allred Capital Management
Texas
$6.35M +$486K +3,385 +9%
MA
322
Modus Advisors
Minnesota
$6.31M +$99.6K +694 +2%
IGWM
323
ICA Group Wealth Management
Colorado
$6.24M +$339K +2,365 +6%
PP
324
Patten & Patten
Tennessee
$6.13M +$595K +4,147 +11%
TTWM
325
TCV Trust & Wealth Management
Virginia
$6.11M -$63.4K -442 -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.