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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
Victory Capital Management
26
Victory Capital Management
Texas
$166M +$16.6M +115,631 +11%
AM
27
AGF Management
Ontario, Canada
$147M +$76.4M +532,565 +115%
PCH
28
PGIM Custom Harvest
New Jersey
$146M +$40.3M +281,029 +40%
HighTower Advisors
29
HighTower Advisors
Illinois
$143M +$1.25M +8,713 +0.9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
30
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$136M
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$133M +$93.8M +653,690 +268%
TD Asset Management
32
TD Asset Management
Ontario, Canada
$132M +$403K +2,809 +0.3%
Osaic Holdings
33
Osaic Holdings
Arizona
$127M -$263K -1,836 -0.2%
Stifel Financial
34
Stifel Financial
Missouri
$126M -$79.2K -552 -0.1%
Bank of Nova Scotia
35
Bank of Nova Scotia
Ontario, Canada
$120M +$108M +749,806 +1,265%
ICG
36
InterOcean Capital Group
Tennessee
$112M -$140K -978 -0.1%
MMH
37
Menora Mivtachim Holdings
Israel
$107M -$17.7M -123,447 -15%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$102M +$3M +20,907 +3%
CWM
39
Congress Wealth Management
Massachusetts
$101M +$35.2M +245,066 +56%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$99.3M +$28.4M +197,880 +42%
Prudential Financial
41
Prudential Financial
New Jersey
$90.3M +$28.5M +198,881 +48%
SEIA
42
Signature Estate & Investment Advisors
California
$87.6M +$1.3M +9,062 +2%
Northern Trust
43
Northern Trust
Illinois
$87.5M +$11.5M +80,219 +16%
US Bancorp
44
US Bancorp
Minnesota
$82.3M -$961K -6,697 -1%
MMEA
45
Main Management ETF Advisors
California
$81.8M +$2.65M +18,480 +3%
MPM
46
MBB Public Markets
Illinois
$81.7M -$60.3M -420,551 -43%
CCA
47
Conservest Capital Advisors
Pennsylvania
$81.1M -$658K -4,588 -0.8%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$76.7M +$28.4M +197,898 +62%
AssetMark Inc
49
AssetMark Inc
California
$74.9M +$1.24M +8,643 +2%
SWM
50
Spire Wealth Management
Virginia
$74.1M -$1.18M -8,230 -4%

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.