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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
WBCM
601
Wilson & Boucher Capital Management
California
$2.38M +$274K +1,805 +13%
IFPG
602
Intrepid Financial Planning Group
Indiana
$2.38M -$130K -857 -5%
WIA
603
World Investment Advisors
California
$2.37M +$64.1K +423 +3%
SCA
604
Snowden Capital Advisors
New York
$2.36M +$11.1K +73 +0.5%
MA
605
MBA Advisors
Pennsylvania
$2.35M +$7.73K +51 +0.3%
CRI
606
Colonial River Investments
Virginia
$2.35M -$97.9K -646 -4%
AWM
607
Apollon Wealth Management
South Carolina
$2.35M +$63.5K +419 +3%
AWM
608
Avitas Wealth Management
California
$2.34M -$251K -1,656 -10%
ACGA
609
Atlanta Consulting Group Advisors
Georgia
$2.33M +$1.79M +11,842 +359%
Macquarie Group
610
Macquarie Group
Australia
$2.31M -$9.75M -64,342 -81%
IOOF
611
Independent Order of Foresters
Ontario, Canada
$2.31M
CFO
612
Colony Family Offices
North Carolina
$2.31M +$6.06K +40 +0.3%
SGDR
613
SPX Gestao de Recursos
Brazil
$2.31M +$2.27M +15,000 New
PIA
614
Perennial Investment Advisors
California
$2.31M +$442K +2,918 +24%
AIP
615
ARS Investment Partners
New York
$2.3M +$251K +1,658 +13%
HNB
616
Huntington National Bank
Ohio
$2.29M
SHGA
617
Sand Hill Global Advisors
California
$2.29M
SW
618
SMART Wealth
Nebraska
$2.29M +$374K +2,465 +20%
MOS
619
MGO One Seven
Ohio
$2.29M +$40.8K +269 +2%
SB
620
Strategic Blueprint
Georgia
$2.27M -$21.4K -141 -0.9%
CWA
621
Clarus Wealth Advisors
Arizona
$2.26M +$13.9K +92 +0.6%
AWM
622
Activest Wealth Management
Florida
$2.26M -$36.4K -240 -2%
SIA
623
Soltis Investment Advisors
Utah
$2.24M -$527K -3,475 -19%
IAS
624
Insigneo Advisory Services
Florida
$2.22M +$233K +1,539 +12%
CA
625
Cambridge Associates
Massachusetts
$2.22M +$2.18M +14,400 New

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.