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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
9WM
551
9258 Wealth Management
Ohio
$2.72M +$15.3K +107 +0.6%
SFPG
552
Stonebridge Financial Planning Group
Florida
$2.72M -$43.9K -306 -2%
BBVA
553
Banco Bilbao Vizcaya Argentaria
Spain
$2.72M -$464K -3,234 -15%
MBT
554
Montecito Bank & Trust
California
$2.72M -$255K -1,775 -9%
BWM
555
Birchcreek Wealth Management
Ohio
$2.72M +$46.6K +325 +2%
LFAS
556
Level Four Advisory Services
Texas
$2.7M
WQ
557
Wealth Quarterback
New Jersey
$2.69M -$183K -1,273 -7%
AT
558
Avalon Trust
New Mexico
$2.68M
ANB
559
Amarillo National Bank
Texas
$2.67M
DLHL
560
Donald L. Hagan LLC
Florida
$2.66M +$623K +4,344 +32%
WAM
561
Weatherly Asset Management
California
$2.65M -$14.3K -100 -0.6%
WCM
562
Windsor Capital Management
Arizona
$2.65M +$8.03K +56 +0.3%
SC
563
Sierra Capital
Florida
$2.65M +$1.52M +10,568 +144%
AF
564
Alerus Financial
North Dakota
$2.64M +$2.33M +16,256 +1,005%
Credit Agricole
565
Credit Agricole
France
$2.62M +$76.2K +531 +3%
CCM
566
Crew Capital Management
Ohio
$2.61M -$1.99M -13,889 -44%
ECA
567
Elevated Capital Advisors
Utah
$2.58M +$35.9K +250 +1%
IC
568
IEQ Capital
California
$2.56M -$5.19M -36,148 -68%
IA
569
IFP Advisors
Florida
$2.56M -$6.89K -48 -0.3%
EIP
570
Ellis Investment Partners
Pennsylvania
$2.54M -$102K -714 -4%
CW
571
CreativeOne Wealth
Kansas
$2.53M +$818K +5,701 +50%
ODIJL
572
One Day In July LLC
Vermont
$2.53M +$45.2K +315 +2%
CRI
573
Colonial River Investments
Virginia
$2.53M +$305K +2,125 +14%
LWM
574
Lionsbridge Wealth Management
Florida
$2.53M +$2.45M +17,095 New
FMTCOCP
575
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.52M +$143 +1 +0%

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.