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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
NEPWA
451
New England Private Wealth Advisors
Massachusetts
$3.9M +$143K +945 +4%
MWM
452
Moulton Wealth Management
Washington
$3.89M +$712K +4,695 +22%
ECG
453
Edge Capital Group
Georgia
$3.89M
BDWCC
454
B&D White Capital Company
Texas
$3.88M +$984K +6,492 +35%
BRG
455
Bay Rivers Group
Virginia
$3.86M +$1.97K +13 +0.1%
ABC
456
Associated Banc-Corp
Wisconsin
$3.85M -$134K -883 -3%
NM
457
NWI Management
New York
$3.85M
ST
458
Sentinel Trust
Texas
$3.84M -$59K -389 -2%
LFPWM
459
Leicht Financial Planning & Wealth Management
New Jersey
$3.8M +$3.74M +24,689 New
WF
460
WoodTrust Financial
Wisconsin
$3.8M -$2.64M -17,393 -41%
UAS
461
United Asset Strategies
New York
$3.8M -$80.3K -530 -2%
FDCDDQ
462
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.8M -$22.6K -149 -0.6%
OCPWS
463
One Charles Private Wealth Services
Massachusetts
$3.79M -$1.07M -7,046 -22%
BI
464
Bramshill Investments
Florida
$3.78M +$2.27M +15,000 +157%
AF
465
Advisornet Financial
Minnesota
$3.78M +$141K +933 +4%
CH
466
Canton Hathaway
Rhode Island
$3.75M +$76.5K +505 +2%
CWA
467
Consilio Wealth Advisors
Washington
$3.75M +$37K +244 +1%
GM
468
GeoWealth Management
Illinois
$3.72M -$2.42M -15,946 -40%
EFS
469
Econ Financial Services
Pennsylvania
$3.72M -$1.4M -9,243 -28%
Credit Agricole
470
Credit Agricole
France
$3.71M -$12.2M -80,168 -77%
LFA
471
Laraway Financial Advisors
Minnesota
$3.71M -$20.2K -133 -0.5%
AAS
472
Ameritas Advisory Services
Nebraska
$3.68M -$386K -2,549 -10%
CIAS
473
Capital Investment Advisory Services
North Carolina
$3.68M -$6.52K -43 -0.2%
JIR
474
James Investment Research
Ohio
$3.68M +$231K +1,521 +7%
OCBCO
475
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.66M -$2.31M -15,243 -39%

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.