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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
SIGI
526
Susquehanna International Group (Ireland)
Ireland
$2.98M +$2.89M +20,158 New
BFG
527
Berger Financial Group
Minnesota
$2.97M +$2.52M +17,570 +702%
NFG
528
Nations Financial Group
Iowa
$2.96M +$52.2K +364 +2%
BAM
529
Belpointe Asset Management
Nevada
$2.95M +$75.9K +529 +3%
JPLA
530
Joseph P. Lucia & Associates
New York
$2.94M +$1.3M +9,036 +83%
TSS
531
Two Sigma Securities
New York
$2.94M -$1.8M -12,555 -39%
NCM
532
Nelson Capital Management
California
$2.94M -$288K -2,006 -9%
SPIS
533
Steward Partners Investment Solutions
Oregon
$2.92M -$125K -870 -4%
CA
534
Crumly & Associates
Illinois
$2.91M -$5.58M -38,864 -66%
BCWM
535
Bartlett & Co Wealth Management
Ohio
$2.9M -$247K -1,721 -8%
GIM
536
Grassi Investment Management
California
$2.9M +$13.6K +95 +0.5%
IFA
537
Interactive Financial Advisors
Illinois
$2.89M -$30.9M -215,617 -92%
WIM
538
Westside Investment Management
California
$2.84M +$190K +1,327 +7%
TW
539
Transform Wealth
Colorado
$2.82M +$341K +2,374 +14%
AWM
540
Activest Wealth Management
Florida
$2.8M -$498K -3,470 -15%
ZIG
541
Zullo Investment Group
Pennsylvania
$2.79M +$71K +495 +3%
JIC
542
Johnson Investment Counsel
Ohio
$2.78M -$26.1K -182 -1%
KIA
543
Knollwood Investment Advisory
Maryland
$2.78M
CA
544
Cresta Advisors
Texas
$2.78M +$92.5K +645 +4%
SSB
545
Sandy Spring Bank
Maryland
$2.78M -$95.4K -665 -3%
NL
546
NVWM LLC
Pennsylvania
$2.77M -$52.9K -369 -2%
AWMS
547
Advocacy Wealth Management Services
Georgia
$2.76M -$10.8M -75,623 -80%
PA
548
Procyon Advisors
Connecticut
$2.76M -$180K -1,258 -6%
PFA
549
Pettinga Financial Advisors
Indiana
$2.75M -$1.61M -11,254 -38%
HGERS
550
Householder Group Estate & Retirement Specialist
Arizona
$2.74M +$75K +523 +3%

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.