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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
FMTCOCP
626
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.21M -$421K -2,778 -16%
TF
627
Theory Financial
Colorado
$2.21M -$476K -3,143 -17%
CFD
628
Creative Financial Designs
Indiana
$2.21M +$130K +855 +6%
CFG
629
Citizens Financial Group
Rhode Island
$2.19M +$80.9K +534 +4%
CI
630
CX Institutional
Indiana
$2.18M -$2.69M -17,734 -56%
FTUS
631
Flow Traders U.S.
New York
$2.18M +$2.14M +14,151 New
PWMG
632
Pinnacle Wealth Management Group
Michigan
$2.17M +$2.14M +14,097 New
JSW
633
Journey Strategic Wealth
New Jersey
$2.17M +$320K +2,113 +18%
BMCM
634
Bryn Mawr Capital Management
Pennsylvania
$2.15M +$89.7K +592 +4%
JHCP
635
Jackson Hole Capital Partners
Oklahoma
$2.15M -$105K -696 -5%
AIFAIM
636
American Institute for Advanced Investment Management
Arizona
$2.13M +$31.2K +206 +2%
PWM
637
Peterson Wealth Management
Nevada
$2.12M +$334K +2,204 +19%
CG
638
Caprock Group
Idaho
$2.12M -$23.8K -157 -1%
CWM
639
Concentrum Wealth Management
California
$2.11M -$52.4K -346 -2%
CCG
640
Cypress Capital Group
Florida
$2.11M +$26.4K +174 +1%
TFGT
641
TS Financial Group (TSFG)
Illinois
$2.11M +$17.1K +113 +0.8%
PVI
642
Pine Valley Investments
New Jersey
$2.1M -$82.2K -542 -4%
AF
643
Apollon Financial
South Carolina
$2.07M +$143K +944 +8%
9WM
644
9258 Wealth Management
Ohio
$2.06M -$258K -1,705 -11%
EMAM
645
Encompass More Asset Management
California
$2.06M +$261K +1,721 +15%
RFC
646
Regions Financial Corp
Alabama
$2.05M -$17.9K -118 -0.9%
HCMT
647
Highland Capital Management (Tennessee)
Tennessee
$2.05M +$13K +86 +0.7%
QFA
648
Quattro Financial Advisors
Texas
$2.03M
Point72 Asset Management
649
Point72 Asset Management
Connecticut
$2.03M +$2M +13,184 New
UBS AM
650
UBS AM
Illinois
$2.02M

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.