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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
VWM
376
Venturi Wealth Management
Texas
$4.79M +$853K +5,946 +22%
SFS
377
Sowell Financial Services
Arkansas
$4.76M -$776K -5,406 -14%
IF
378
Intrua Financial
Texas
$4.75M +$586K +4,085 +15%
KeyBank National Association
379
KeyBank National Association
Ohio
$4.72M -$27K -188 -0.6%
DWT
380
Dorsey & Whitney Trust
South Dakota
$4.65M -$670K -4,670 -13%
HI
381
Harbour Investments
Wisconsin
$4.65M +$249K +1,735 +6%
FHA
382
First Horizon Advisors
Tennessee
$4.63M +$59.7K +416 +1%
BDWCC
383
B&D White Capital Company
Texas
$4.63M +$233K +1,625 +5%
BMM
384
Berkshire Money Management
Massachusetts
$4.59M -$719K -5,015 -14%
TWA
385
Tandem Wealth Advisors
Arizona
$4.57M +$38.4K +268 +0.9%
ZIG
386
Zurich Insurance Group
Switzerland
$4.56M -$2.03M -14,166 -31%
BFA
387
BBJS Financial Advisors
Washington
$4.53M -$560K -3,902 -11%
BCA
388
Bray Capital Advisors
Florida
$4.49M -$17.9K -125 -0.4%
BOPW
389
Brandywine Oak Private Wealth
Pennsylvania
$4.48M -$4.88K -34 -0.1%
BFG
390
Bleakley Financial Group
New Jersey
$4.47M +$68.9K +480 +2%
GHA
391
Granite Harbor Advisors
Texas
$4.46M +$94.5K +659 +2%
MTWM
392
Masso Torrence Wealth Management
New Jersey
$4.44M +$4.06M +28,291 +1,576%
BCM
393
Brookstone Capital Management
Illinois
$4.44M +$670K +4,667 +18%
Jane Street
394
Jane Street
New York
$4.44M +$3.79M +26,425 +728%
HHRDM
395
H&H Retirement Design & Management
Nevada
$4.44M -$534K -3,721 -10%
Canada Pension Plan Investment Board
396
Canada Pension Plan Investment Board
Ontario, Canada
$4.43M
AI
397
AdvisorShares Investments
Maryland
$4.43M +$4.3M +29,986 New
LA
398
LM Advisors
California
$4.42M +$198K +1,383 +5%
SW
399
SteelPeak Wealth
California
$4.41M +$1.49M +10,419 +54%
AFT
400
Alpha Family Trust
California
$4.4M

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.