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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
HHRDM
376
H&H Retirement Design & Management
Nevada
$5.12M +$193K +1,270 +4%
FFN
377
Focus Financial Network
Minnesota
$5.09M -$406K -2,678 -7%
FIA
378
FPC Investment Advisory
California
$5.09M +$448K +2,953 +10%
BBHC
379
Brown Brothers Harriman & Co
New York
$5.07M +$4.33M +28,571 +659%
SFS
380
Sowell Financial Services
Arkansas
$5.06M +$117K +775 +2%
LFG
381
Larson Financial Group
Missouri
$5.04M +$3.76M +24,788 +312%
WS
382
Wela Strategies
Georgia
$5.02M +$701K +4,626 +17%
NFC
383
Northeast Financial Consultants
Connecticut
$5.01M -$125K -826 -2%
MCCA
384
Mill Creek Capital Advisors
Pennsylvania
$5M -$27.9K -184 -0.6%
GVAG
385
Great Valley Advisor Group
Delaware
$4.99M -$237K -1,561 -5%
FHA
386
Flagship Harbor Advisors
Massachusetts
$4.99M -$17.6M -116,158 -78%
LBC
387
Lowe Brockenbrough & Co
Virginia
$4.96M +$4.55M +29,994 +1,342%
CIA
388
Choate Investment Advisors
Massachusetts
$4.95M -$129K -853 -3%
MYIA
389
Mount Yale Investment Advisors
Colorado
$4.95M -$306K -2,018 -6%
LWM
390
Lyell Wealth Management
California
$4.92M +$974K +6,427 +25%
BCM
391
Brookstone Capital Management
Illinois
$4.88M +$371K +2,447 +8%
TWA
392
Tandem Wealth Advisors
Arizona
$4.88M -$22K -145 -0.5%
BMM
393
Berkshire Money Management
Massachusetts
$4.84M -$1.06K -7 -0%
CCM
394
Cinctive Capital Management
New York
$4.81M -$52.7K -348 -1%
FHA
395
First Horizon Advisors
Tennessee
$4.79M -$70.8K -467 -1%
CWMGP
396
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.78M +$511K +3,373 +12%
GWM
397
GoalFusion Wealth Management
Texas
$4.77M +$317K +2,089 +7%
MTWM
398
Masso Torrence Wealth Management
New Jersey
$4.77M +$6.37K +42 +0.1%
BFA
399
BBJS Financial Advisors
Washington
$4.74M +$13.8K +91 +0.3%
RA
400
Rockingstone Advisors
Massachusetts
$4.7M +$91.7K +605 +2%

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.