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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
MIC
551
Meridian Investment Counsel
California
$2.87M
SSB
552
Sandy Spring Bank
Maryland
$2.85M -$22.3K -147 -0.8%
Fidelity International
553
Fidelity International
Bermuda
$2.85M -$64.6K -426 -2%
BCM
554
Boltwood Capital Management
California
$2.82M -$152K -1,000 -5%
SWA
555
SFMG Wealth Advisors
Texas
$2.82M -$81.4K -537 -3%
TSS
556
Two Sigma Securities
New York
$2.82M +$1.85M +12,189 +200%
JCM
557
Jacobi Capital Management
Pennsylvania
$2.8M +$290K +1,910 +12%
MWM
558
Marion Wealth Management
Pennsylvania
$2.79M +$118K +777 +4%
WQ
559
Wealth Quarterback
New Jersey
$2.76M +$63.4K +418 +2%
SC
560
Sierra Capital
Florida
$2.76M
WAM
561
Weatherly Asset Management
California
$2.75M -$10K -66 -0.4%
ANB
562
Amarillo National Bank
Texas
$2.74M
VWA
563
Visionary Wealth Advisors
Illinois
$2.73M -$72K -475 -3%
PCP
564
Perbak Capital Partners
United Kingdom
$2.73M -$10.9M -72,108 -80%
HGERS
565
Householder Group Estate & Retirement Specialist
Arizona
$2.68M -$109K -718 -4%
BFG
566
Berger Financial Group
Minnesota
$2.67M -$91.4K -603 -3%
AllianceBernstein
567
AllianceBernstein
Tennessee
$2.67M +$1.26M +8,281 +92%
ODIJL
568
One Day In July LLC
Vermont
$2.66M +$26.5K +175 +1%
EIP
569
Ellis Investment Partners
Pennsylvania
$2.65M -$75.3K -497 -3%
EFP
570
Envision Financial Planning
Tennessee
$2.63M +$121K +801 +5%
G
571
GenTrust
Florida
$2.62M +$2.58M +16,997 New
NWWA
572
New Wave Wealth Advisors
Arkansas
$2.6M -$351K -2,317 -12%
HOWA
573
Heritage Oak Wealth Advisors
Florida
$2.6M +$2.55M +16,852 New
CL
574
Cabana LLC
Arkansas
$2.58M -$733K -4,834 -22%
AT
575
Avalon Trust
New Mexico
$2.57M

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.