We are live on ! Find out more
XLV icon

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
NCM
501
Nelson Capital Management
California
$3.38M +$285K +1,882 +9%
CWM
502
Circle Wealth Management
New Jersey
$3.38M +$372K +2,456 +13%
WT
503
Washington Trust
Rhode Island
$3.34M -$88.4K -583 -3%
WIM
504
Westside Investment Management
California
$3.33M +$213K +1,405 +7%
YAVAPFMC
505
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$3.33M
NW
506
NewEdge Wealth
Pennsylvania
$3.32M -$6.9M -45,546 -68%
IA
507
IFP Advisors
Florida
$3.31M +$295K +1,945 +10%
STA
508
Smith Thornton Advisors
Alabama
$3.31M +$15K +99 +0.5%
JPLA
509
Joseph P. Lucia & Associates
New York
$3.29M +$22.1K +146 +0.7%
BPWM
510
Badgley Phelps Wealth Managers
Washington
$3.28M -$64.1K -423 -2%
MSAM
511
Moloney Securities Asset Management
Missouri
$3.27M +$65.6K +433 +2%
BOM
512
Bank of Marin
California
$3.25M -$11.4K -75 -0.4%
MIM
513
MTM Investment Management
South Carolina
$3.24M +$9.4K +62 +0.3%
PWP
514
Principle Wealth Partners
Connecticut
$3.23M +$303 +2 +0%
PFT
515
Providence First Trust
Arizona
$3.21M -$909 -6 -0%
FNBOH
516
First National Bank of Hutchinson
Kansas
$3.21M
HWM
517
HB Wealth Management
Georgia
$3.18M +$104K +684 +3%
CFO
518
Capitol Family Office
Oregon
$3.18M +$98.8K +652 +3%
SFA
519
Sequoia Financial Advisors
Ohio
$3.18M +$310K +2,048 +11%
SAM
520
Strategy Asset Managers
California
$3.17M +$396K +2,612 +15%
DW
521
Dodds Wealth
Colorado
$3.15M +$138K +911 +5%
SIC
522
Salem Investment Counselors
North Carolina
$3.13M
AF
523
Apexium Financial
Texas
$3.13M +$15.8K +104 +0.5%
VCP
524
Verus Capital Partners
Arizona
$3.13M +$42.6K +281 +1%
MCM
525
Magnolia Capital Management
New York
$3.12M -$58.4K -385 -2%

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.