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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
RJT
326
Raymond James Trust
Florida
$6.11M +$269K +1,876 +5%
ETC
327
Exchange Traded Concepts
Oklahoma
$6.04M +$5.87M +40,890 New
BB
328
Busey Bank
Illinois
$5.99M -$3.73K -26 -0.1%
MCM
329
MV Capital Management
Maryland
$5.94M -$253K -1,767 -4%
DJSG
330
D.J. St. Germain
Massachusetts
$5.91M -$803K -5,597 -12%
AF
331
Allworth Financial
California
$5.86M -$2.89M -20,161 -34%
WS
332
Wedbush Securities
California
$5.85M -$694K -4,840 -11%
CIBC World Market
333
CIBC World Market
Ontario, Canada
$5.75M -$1.69M -11,752 -23%
DAM
334
Deltec Asset Management
New York
$5.74M -$154K -1,075 -3%
BWM
335
BigSur Wealth Management
Florida
$5.64M +$2.97M +20,710 +119%
GT
336
Glenmede Trust
Pennsylvania
$5.62M -$1.06M -7,396 -16%
PI
337
Pachira Investments
California
$5.61M +$692K +4,822 +15%
DWM
338
Darwin Wealth Management
Florida
$5.59M -$1.66M -11,543 -23%
LFPWM
339
Leicht Financial Planning & Wealth Management
New Jersey
$5.57M -$136K -949 -2%
QCM
340
Quantinno Capital Management
New York
$5.56M +$4.47M +31,160 +480%
FHA
341
Flagship Harbor Advisors
Massachusetts
$5.43M -$16M -111,732 -75%
GS
342
GTS Securities
New York
$5.41M -$34M -236,916 -87%
GAA
343
Global Assets Advisory
Florida
$5.4M +$112M +779,213 +6,550%
TCWA
344
Turtle Creek Wealth Advisors
Texas
$5.37M +$4.41M +30,739 +548%
SWC
345
Spectrum Wealth Counsel
Indiana
$5.29M -$469K -3,269 -8%
RWMH
346
Riverpoint Wealth Management Holdings
Illinois
$5.29M -$137K -952 -3%
GRP
347
Global Retirement Partners
California
$5.26M +$232K +1,615 +5%
KPWS
348
Kestra Private Wealth Services
Texas
$5.22M +$1.15M +8,034 +29%
AF
349
Affiance Financial
Minnesota
$5.2M +$4.11M +28,671 +439%
HI
350
Horizon Investments
North Carolina
$5.18M +$1.22M +8,483 +32%

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.