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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
DAS
476
Dynamic Advisor Solutions
Arizona
$3.45M -$358K -2,498 -10%
M&T Bank
477
M&T Bank
New York
$3.45M -$62K -432 -2%
CGFA
478
Colton Groome Financial Advisors
North Carolina
$3.43M +$183K +1,275 +6%
SWA
479
SFMG Wealth Advisors
Texas
$3.42M
AF
480
Advisornet Financial
Minnesota
$3.41M +$107K +748 +3%
LWM
481
Lyell Wealth Management
California
$3.41M +$185K +1,290 +6%
NEPWA
482
New England Private Wealth Advisors
Massachusetts
$3.39M +$165K +1,153 +5%
AA
483
AlphaQ Advisors
Florida
$3.39M -$33.9K -236 -1%
DWA
484
Delos Wealth Advisors
Texas
$3.38M -$362K -2,522 -10%
LNC
485
Lincoln National Corp
Pennsylvania
$3.38M +$383K +2,670 +13%
LWM
486
Laidlaw Wealth Management
New York
$3.35M -$55.9K -390 -2%
BPWM
487
Badgley Phelps Wealth Managers
Washington
$3.35M -$333K -2,323 -9%
JIR
488
James Investment Research
Ohio
$3.34M -$82.9K -578 -2%
CAC
489
Certified Advisory Corp
Florida
$3.31M +$30.4K +212 +1%
MCM
490
MontVue Capital Management
Virginia
$3.3M -$34.1K -238 -1%
MSAM
491
Moloney Securities Asset Management
Missouri
$3.29M +$168K +1,173 +6%
Principal Financial Group
492
Principal Financial Group
Iowa
$3.28M
DADC
493
D.A. Davidson & Co
Montana
$3.27M -$2.8M -19,552 -47%
CCFM
494
Clear Creek Financial Management
Washington
$3.27M +$118K +826 +4%
EFS
495
Econ Financial Services
Pennsylvania
$3.24M +$2.43M +16,918 +338%
JWA
496
JFS Wealth Advisors
Pennsylvania
$3.23M +$122K +852 +4%
NECFA
497
New England Capital Financial Advisors
Connecticut
$3.22M +$179K +1,251 +6%
MIC
498
Means Investment Company
Maine
$3.21M +$1.13M +7,877 +57%
NL
499
NWAM LLC
Washington
$3.2M +$481K +3,350 +18%
PS
500
Principal Securities
Iowa
$3.18M +$353K +2,461 +13%

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.