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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
DWT
426
Dorsey & Whitney Trust
South Dakota
$4.3M -$670K -4,421 -14%
BP
427
BBR Partners
New York
$4.29M +$2.12K +14 +0.1%
VWM
428
Vivid Wealth Management
Iowa
$4.28M +$173K +1,140 +4%
BFA
429
Benedict Financial Advisors
Georgia
$4.27M -$130K -858 -3%
TFA
430
Transamerica Financial Advisors
Florida
$4.23M -$63.2K -417 -1%
Wealthfront Advisers
431
Wealthfront Advisers
California
$4.21M +$181K +1,194 +5%
IA
432
IFG Advisory
Georgia
$4.21M +$90.3K +596 +2%
QWP
433
Quotient Wealth Partners
Texas
$4.21M -$637K -4,200 -13%
FFP
434
Forbes Financial Planning
Rhode Island
$4.2M -$148K -975 -3%
LA
435
LM Advisors
California
$4.19M -$221K -1,459 -5%
CW
436
Cooksen Wealth
Texas
$4.16M -$445K -2,936 -10%
CSPIA
437
Cary Street Partners Investment Advisory
Virginia
$4.15M -$195K -1,289 -5%
PCM
438
Penserra Capital Management
California
$4.14M -$8.79K -58 -0.2%
SWA
439
Stratos Wealth Advisors
Ohio
$4.14M +$221K +1,457 +6%
FPW
440
Flagship Private Wealth
Massachusetts
$4.13M -$297K -1,959 -7%
AWMT
441
AAFMAA Wealth Management & Trust
North Carolina
$4.12M +$2.45M +16,181 +153%
KeyBank National Association
442
KeyBank National Association
Ohio
$4.12M -$163K -1,076 -4%
PA
443
Procyon Advisors
Connecticut
$4.12M +$145K +956 +4%
DAS
444
Diversify Advisory Services
Utah
$4.1M -$2.71M -17,899 -40%
WIP
445
WealthCare Investment Partners
Rhode Island
$4.09M +$69K +455 +2%
AWM
446
Axxcess Wealth Management
California
$4.08M +$138K +912 +4%
FTIS
447
First Trust Investment Solutions
Florida
$4.07M -$264K -1,743 -6%
TB
448
Treynor Bancshares
Iowa
$3.97M +$164K +1,083 +4%
WAP
449
Wealthcare Advisory Partners
Pennsylvania
$3.93M +$387K +2,555 +11%
DAS
450
Dynamic Advisor Solutions
Arizona
$3.91M +$145K +958 +4%

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.