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
KPWS
351
Kestra Private Wealth Services
Texas
$5.59M +$144K +950 +3%
SG
352
Sharper & Granite
California
$5.59M +$1.36K +9 +0%
HH
353
Hilltop Holdings
Texas
$5.52M +$3.36M +22,165 +162%
MFG
354
Magnus Financial Group
New York
$5.52M +$294K +1,938 +6%
KCM
355
Kennicott Capital Management
California
$5.51M +$55.5K +366 +1%
GT
356
Glenmede Trust
Pennsylvania
$5.49M -$171K -1,129 -3%
GHA
357
Granite Harbor Advisors
Texas
$5.46M +$321K +2,119 +6%
TC
358
Trust Company
Kansas
$5.43M +$757K +4,996 +17%
RWMH
359
Riverpoint Wealth Management Holdings
Illinois
$5.43M +$13.5K +89 +0.3%
MA
360
Mutual Advisors
Nebraska
$5.42M -$4.17M -27,537 -43%
SRWM
361
Shira Ridge Wealth Management
California
$5.42M +$150K +988 +3%
PI
362
PineBridge Investments
New York
$5.39M
CWA
363
Continuum Wealth Advisors
New York
$5.37M +$4.85M +31,976 +1,103%
CA
364
CoreCap Advisors
Michigan
$5.35M +$1.78M +11,773 +51%
CCM
365
CAAS Capital Management
New York
$5.31M +$5.23M +34,500 New
WA
366
Waverly Advisors
Alabama
$5.3M -$112K -738 -2%
AAS
367
Asset Allocation Strategies
Michigan
$5.3M -$1.77M -11,653 -25%
DWM
368
Denver Wealth Management
Colorado
$5.3M +$173K +1,140 +3%
AF
369
Allworth Financial
California
$5.26M -$241K -1,592 -4%
FCI
370
Financial Counselors Inc
Kansas
$5.25M +$29.1K +192 +0.6%
AWA
371
Arkadios Wealth Advisors
Georgia
$5.23M +$952K +6,280 +23%
NAG
372
Northstar Advisory Group
New Jersey
$5.19M +$4.18M +27,553 +446%
DWM
373
Darwin Wealth Management
Florida
$5.16M -$694K -4,580 -12%
VWM
374
Venturi Wealth Management
Texas
$5.15M -$316K -2,086 -6%
WC
375
Wexford Capital
Florida
$5.13M +$4.53M +29,907 +880%

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.