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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
SB
626
Strategic Blueprint
Georgia
$2.15M +$271K +1,892 +15%
LC
627
Lindbrook Capital
California
$2.14M -$36.6K -255 -2%
WANY
628
Wealthspire Advisors (New York)
New York
$2.13M -$29.7K -207 -1%
ML
629
McAdam LLC
Pennsylvania
$2.12M +$410K +2,860 +25%
ARC
630
Advisor Resource Council
Texas
$2.11M -$11.6M -81,127 -84%
IAIM
631
International Assets Investment Management
Florida
$2.1M -$369K -2,573 -15%
CG
632
Cutler Group
California
$2.08M +$1.96M +13,637 +2,865%
WA
633
WP Advisors
California
$2.07M +$430 +3 +0%
CWA
634
Clarus Wealth Advisors
Arizona
$2.07M +$641K +4,468 +44%
RFC
635
Regions Financial Corp
Alabama
$2.06M -$60.4K -421 -3%
TFGT
636
TS Financial Group (TSFG)
Illinois
$2.03M -$2.97M -20,722 -60%
JSW
637
Journey Strategic Wealth
New Jersey
$2.02M -$467K -3,252 -19%
AIFAIM
638
American Institute for Advanced Investment Management
Arizona
$2.02M -$28.4K -198 -1%
CCG
639
Cypress Capital Group
Florida
$2.02M -$80K -558 -4%
BMCM
640
Bryn Mawr Capital Management
Pennsylvania
$2.02M -$2.87K -20 -0.1%
CWM
641
Concentrum Wealth Management
California
$2.02M -$10.6K -74 -0.5%
QFA
642
Quattro Financial Advisors
Texas
$2M +$1.93M +13,436 +9,879%
RCAG
643
Rehmann Capital Advisory Group
Michigan
$2M -$5.02K -35 -0.3%
WP
644
WealthPLAN Partners
Nebraska
$1.98M -$19.4K -135 -1%
HNB
645
Huntington National Bank
Ohio
$1.95M +$113K +789 +6%
AWG
646
Altus Wealth Group
Colorado
$1.95M +$1.65M +11,516 +683%
SSA
647
Schonfeld Strategic Advisors
New York
$1.95M +$23.1K +161 +1%
AIP
648
ARS Investment Partners
New York
$1.93M -$23.4K -163 -1%
JCM
649
Jacobi Capital Management
Pennsylvania
$1.92M -$654K -4,561 -26%
GT
650
Glenview Trust
Kentucky
$1.92M +$31.4K +219 +2%

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.