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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
Mackenzie Financial
576
Mackenzie Financial
Ontario, Canada
$2.56M +$909K +6,000 +57%
RFO
577
RiverGlades Family Offices
Florida
$2.55M +$93.2K +615 +4%
Koshinski Asset Management
578
Koshinski Asset Management
Illinois
$2.55M -$34.7K -229 -1%
RCAG
579
Rehmann Capital Advisory Group
Michigan
$2.54M +$181K +1,196 +8%
PG
580
Proffitt & Goodson
Tennessee
$2.53M -$60.2K -397 -2%
MWM
581
Massachusetts Wealth Management
Massachusetts
$2.53M +$210K +1,387 +9%
PPP
582
Private Portfolio Partners
New Jersey
$2.52M +$244K +1,613 +11%
CA
583
Calton & Associates
Florida
$2.51M +$475K +3,136 +24%
SOS
584
Silver Oak Securities
Tennessee
$2.5M +$887K +5,853 +56%
CW
585
CreativeOne Wealth
Kansas
$2.49M +$1.18M +7,763 +92%
WCM
586
Windsor Capital Management
Arizona
$2.49M -$16.5K -109 -0.7%
USCWA
587
U.S. Capital Wealth Advisors
Texas
$2.48M -$137K -901 -5%
BCFS
588
Butensky & Cohen Financial Security
Florida
$2.47M -$34.3K -226 -1%
FA
589
Fagan Associates
New York
$2.47M -$37.4K -247 -2%
MIG
590
McGuire Investment Group
Rhode Island
$2.46M +$40.9K +270 +2%
AFS
591
Access Financial Services
Minnesota
$2.45M -$10.8K -71 -0.4%
KCM
592
Kanawha Capital Management
Virginia
$2.44M -$35.3K -233 -1%
IC
593
IEQ Capital
California
$2.43M -$119K -786 -5%
WP
594
WealthPLAN Partners
Nebraska
$2.43M +$71.8K +474 +3%
CAG
595
Crestwood Advisors Group
Massachusetts
$2.43M +$39.4K +260 +2%
MBT
596
Montecito Bank & Trust
California
$2.43M -$102K -671 -4%
CICI
597
Capital Investment Counsel Inc
North Carolina
$2.41M -$58.7K -387 -2%
Northwestern Mutual Wealth Management
598
Northwestern Mutual Wealth Management
Wisconsin
$2.41M +$545K +3,595 +30%
RIA
599
Realta Investment Advisors
Delaware
$2.4M -$765K -5,047 -25%
PWP
600
Perfromance Wealth Partners
Illinois
$2.39M +$40K +264 +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.