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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
JGIA
476
Jackson Grant Investment Advisers
Connecticut
$3.65M +$8.64K +57 +0.2%
WWA
477
WCG Wealth Advisors
Nevada
$3.65M +$3.59M +23,692 New
NL
478
NVWM LLC
Pennsylvania
$3.63M -$175K -1,157 -5%
FFBTD
479
First Financial Bank - Trust Division
Ohio
$3.63M -$124K -821 -3%
TA
480
TruWealth Advisors
Louisiana
$3.62M +$35K +231 +1%
OLVIG
481
Oliver Lagore Vanvalin Investment Group
Michigan
$3.61M +$2.38M +15,677 +202%
PS
482
Principal Securities
Iowa
$3.6M +$21.1K +139 +0.6%
TIAA Trust, National Association
483
TIAA Trust, National Association
North Carolina
$3.55M -$42.6K -281 -1%
LFAS
484
Level Four Advisory Services
Texas
$3.52M -$128K -845 -3%
ANTB
485
AMG National Trust Bank
Colorado
$3.51M -$1.42M -9,382 -29%
HG
486
Herbst Group
Connecticut
$3.5M +$28.3K +187 +0.8%
WS
487
Wedbush Securities
California
$3.5M -$2.34M -15,427 -40%
SF
488
Synovus Financial
Georgia
$3.5M +$892K +5,883 +35%
LWM
489
Laidlaw Wealth Management
New York
$3.49M -$44.4K -293 -1%
NL
490
NWAM LLC
Washington
$3.48M +$3.43M +22,616 New
JWA
491
JFS Wealth Advisors
Pennsylvania
$3.48M +$93.2K +615 +3%
FEG
492
Financial Enhancement Group
Indiana
$3.48M +$4.03M +26,562 New
LHWM
493
Lake Hills Wealth Management
Texas
$3.47M -$128K -844 -4%
C
494
Certuity
Florida
$3.46M -$390K -2,570 -10%
NECFA
495
New England Capital Financial Advisors
Connecticut
$3.45M +$35.5K +234 +1%
CAC
496
Certified Advisory Corp
Florida
$3.44M +$10.3K +68 +0.3%
EWM
497
EPG Wealth Management
Georgia
$3.43M +$3.38M +22,300 New
BAM
498
Belpointe Asset Management
Nevada
$3.41M +$694K +4,578 +26%
VDI
499
Vaughan David Investments
Illinois
$3.39M +$160K +1,056 +5%
MCM
500
MontVue Capital Management
Virginia
$3.38M -$34.1K -225 -1%

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.