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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
BCWM
526
Bartlett & Co Wealth Management
Ohio
$3.1M +$41.4K +273 +1%
RIA
527
Regal Investment Advisors
Michigan
$3.1M +$77.6K +512 +3%
RWPA
528
Richard W. Paul & Associates
Michigan
$3.1M -$116K -765 -4%
WTC
529
WhitTier Trust Company
Nevada
$3.1M +$2.66M +17,559 +686%
MCC
530
Money Concepts Capital
Florida
$3.06M +$317K +2,094 +12%
CIBC Private Wealth Group
531
CIBC Private Wealth Group
Georgia
$3.06M -$249K -1,640 -8%
NFG
532
Nations Financial Group
Iowa
$3.05M -$30.2K -199 -1%
JIC
533
Johnson Investment Counsel
Ohio
$3.05M +$126K +830 +4%
AFG
534
ABLE Financial Group
Arizona
$3.02M +$2.76M +18,186 +1,254%
EP
535
Edgestream Partners
New Jersey
$3.02M -$1.3M -8,566 -30%
CWM
536
Chesapeake Wealth Management
Virginia
$3M -$274K -1,807 -8%
CA
537
Cresta Advisors
Texas
$3M +$4.24K +28 +0.1%
DLHL
538
Donald L. Hagan LLC
Florida
$3M +$186K +1,230 +7%
ZIG
539
Zullo Investment Group
Pennsylvania
$3M +$38.5K +254 +1%
IPW
540
IronBridge Private Wealth
Texas
$2.99M +$2.94M +19,418 New
IFA
541
Interactive Financial Advisors
Illinois
$2.98M -$32.6K -215 -1%
GIM
542
Grassi Investment Management
California
$2.98M -$18.3K -121 -0.6%
HAS
543
HBW Advisory Services
California
$2.97M +$522K +3,444 +22%
CCFM
544
Clear Creek Financial Management
Washington
$2.92M -$312K -2,057 -10%
MAM
545
MMA Asset Management
Pennsylvania
$2.9M +$1.86M +12,297 +134%
KIA
546
Knollwood Investment Advisory
Maryland
$2.9M
SFPG
547
Stonebridge Financial Planning Group
Florida
$2.9M +$11.1K +73 +0.4%
EAM
548
Everstar Asset Management
North Carolina
$2.89M +$2.85M +18,789 New
KA
549
Kovack Advisors
Florida
$2.89M +$289K +1,904 +11%
ECA
550
Elevated Capital Advisors
Utah
$2.88M +$61.4K +405 +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.