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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
G
576
GenTrust
Florida
$2.51M +$2.44M +17,020 New
MWM
577
Marion Wealth Management
Pennsylvania
$2.51M -$13.9K -97 -0.6%
RWG
578
Ratio Wealth Group
Colorado
$2.5M -$13.6K -95 -0.6%
VWA
579
Visionary Wealth Advisors
Illinois
$2.5M +$1.61M +11,253 +199%
NP
580
NorthRock Partners
Minnesota
$2.49M -$260K -1,815 -10%
GCP
581
GSA Capital Partners
United Kingdom
$2.49M -$2.45M -17,073 -50%
AWM
582
Avitas Wealth Management
California
$2.48M -$47.6K -332 -2%
AWM
583
Apollon Wealth Management
South Carolina
$2.47M -$863K -6,015 -26%
WI
584
Wintrust Investments
Illinois
$2.45M +$66.1K +461 +3%
Mackenzie Financial
585
Mackenzie Financial
Ontario, Canada
$2.44M +$1.51M +10,532 +176%
WT
586
Whittier Trust
California
$2.44M +$475K +3,310 +25%
FA
587
Fagan Associates
New York
$2.43M -$15.5K -108 -0.7%
BPGAM
588
BTG Pactual Global Asset Management
Bermuda
$2.43M +$2.36M +16,422 New
IFPG
589
Intrepid Financial Planning Group
Indiana
$2.42M +$1.44K +10 +0.1%
SF
590
Synovus Financial
Georgia
$2.42M -$696K -4,853 -23%
AFS
591
Access Financial Services
Minnesota
$2.41M +$88.8K +619 +4%
PG
592
Proffitt & Goodson
Tennessee
$2.41M -$161K -1,123 -6%
KCM
593
Kanawha Capital Management
Virginia
$2.41M -$18.5K -129 -0.8%
PI
594
PFG Investments
New York
$2.38M +$1.58M +11,007 +216%
H
595
HoyleCohen
California
$2.34M +$8.75K +61 +0.4%
BCFS
596
Butensky & Cohen Financial Security
Florida
$2.34M +$17.5K +122 +0.8%
CICI
597
Capital Investment Counsel Inc
North Carolina
$2.34M -$100K -700 -4%
EFP
598
Envision Financial Planning
Tennessee
$2.32M +$54.2K +378 +2%
TFA
599
Teamwork Financial Advisors
Texas
$2.32M -$6.6M -46,038 -75%
MA
600
MBA Advisors
Pennsylvania
$2.31M -$12.6K -88 -0.6%

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.