We are live on ! Find out more
XLV icon

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
CWG
301
Cornerstone Wealth Group
North Carolina
$7.27M -$191K -1,258 -3%
ACM
302
Allred Capital Management
Texas
$7.23M +$236K +1,560 +3%
ACM
303
Avalon Capital Management
California
$7.21M +$939K +6,198 +15%
BCI
304
Brinker Capital Investments
Pennsylvania
$7.19M -$712K -4,694 -9%
OPS
305
Orion Portfolio Solutions
Nebraska
$7.19M -$712K -4,694 -9%
BEI
306
Benjamin Edwards Inc
Missouri
$7.19M +$7M +46,198 +10,176%
LOIM
307
Liberty One Investment Management
Illinois
$7.17M -$119K -782 -2%
RPGK
308
Retirement Planning Group (Kansas)
Kansas
$7.15M -$21.2K -140 -0.3%
NCM
309
Next Capital Management
New York
$7.12M -$132K -874 -2%
M&T Bank
310
M&T Bank
New York
$7.12M +$3.57M +23,585 +104%
IFG
311
Independent Financial Group
California
$7.12M -$267K -1,762 -4%
ADEF
312
Adams Diversified Equity Fund
Maryland
$7.05M -$3.23M -21,300 -32%
QCM
313
Quantinno Capital Management
New York
$6.91M +$1.05M +6,915 +18%
National Bank of Canada
314
National Bank of Canada
Quebec, Canada
$6.91M -$2.4M -15,802 -26%
SVWAG
315
Sound View Wealth Advisors Group
Georgia
$6.89M +$2.18M +14,352 +47%
CB
316
Commerce Bank
Missouri
$6.8M +$12.4K +82 +0.2%
CWM
317
CMH Wealth Management
New Hampshire
$6.76M -$45.3K -299 -0.7%
CF
318
Centaurus Financial
California
$6.75M +$5.3K +35 +0.1%
PP
319
Patten & Patten
Tennessee
$6.73M +$251K +1,657 +4%
SI
320
Stephens Inc
Arkansas
$6.71M -$471K -3,110 -7%
HI
321
Harbour Investments
Wisconsin
$6.66M -$58.2K -384 -0.9%
TTWM
322
TCV Trust & Wealth Management
Virginia
$6.63M +$256K +1,692 +4%
MA
323
Modus Advisors
Minnesota
$6.61M -$22.3K -147 -0.3%
SB
324
Simmons Bank
Arkansas
$6.54M -$38.5K -254 -0.6%
MS
325
Maven Securities
Jersey
$6.48M +$53.1K +350 +0.8%

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.