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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
BP
401
BBR Partners
New York
$4.39M
SVWAG
402
Sound View Wealth Advisors Group
Georgia
$4.38M -$798K -5,565 -16%
TC
403
Trust Company
Kansas
$4.36M -$772K -5,381 -15%
CSPIA
404
Cary Street Partners Investment Advisory
Virginia
$4.35M +$459K +3,198 +12%
Bank of New York Mellon
405
Bank of New York Mellon
New York
$4.35M -$578K -4,032 -12%
RA
406
Rockingstone Advisors
Massachusetts
$4.34M -$53.8K -375 -1%
IA
407
IFG Advisory
Georgia
$4.29M +$702K +4,896 +20%
CAG
408
Csenge Advisory Group
Florida
$4.26M +$1.08M +7,538 +35%
DS
409
DRW Securities
Illinois
$4.25M -$6.2M -43,230 -60%
FFP
410
Forbes Financial Planning
Rhode Island
$4.25M -$264K -1,838 -6%
BFA
411
Benedict Financial Advisors
Georgia
$4.22M -$34.9K -243 -0.8%
FTIS
412
First Trust Investment Solutions
Florida
$4.22M +$144K +1,001 +4%
SLWA
413
San Luis Wealth Advisors
California
$4.21M +$99.3K +692 +2%
CW
414
Cooksen Wealth
Texas
$4.2M +$333K +2,323 +9%
BCM
415
Beaumont Capital Management
Massachusetts
$4.19M -$591K -4,117 -13%
TF
416
Theory Financial
Colorado
$4.17M +$4.05M +28,208 New
Wealthfront Advisers
417
Wealthfront Advisers
California
$4.17M +$464K +3,237 +13%
GWM
418
GoalFusion Wealth Management
Texas
$4.14M +$7.03K +49 +0.2%
PFS
419
Prospera Financial Services
Texas
$4.14M +$330K +2,302 +9%
TB
420
Treynor Bancshares
Iowa
$4.13M -$70.9K -494 -2%
TFA
421
Transamerica Financial Advisors
Florida
$4.12M +$2.03M +14,126 +103%
FFL
422
Financial Freedom LLC
Ohio
$4.12M +$1.24M +8,661 +45%
DRS
423
Deane Retirement Strategies
Louisiana
$4.11M -$10.1M -70,422 -72%
FPW
424
Flagship Private Wealth
Massachusetts
$4.08M +$643K +4,483 +19%
MBTD
425
Mechanics Bank - Trust Department
California
$4.06M -$403K -2,808 -9%

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.