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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
ACM
651
Absolute Capital Management
Pennsylvania
$1.89M -$13.2K -92 -0.7%
CG
652
Caprock Group
Idaho
$1.89M
WCM
653
WealthBridge Capital Management
Ohio
$1.88M
SA
654
Strategic Advisors
New York
$1.88M -$54.5K -380 -3%
AWM
655
Axxcess Wealth Management
California
$1.87M +$1.11M +7,722 +156%
HWM
656
Horizon Wealth Management
Illinois
$1.87M +$1.81M +12,651 New
PMG
657
ProVise Management Group
Florida
$1.87M -$211K -1,474 -10%
FGA
658
Fortis Group Advisors
New Jersey
$1.86M +$280K +1,949 +18%
HCMT
659
Highland Capital Management (Tennessee)
Tennessee
$1.86M +$337K +2,350 +23%
WBCM
660
Wilson & Boucher Capital Management
California
$1.85M +$122K +850 +7%
AWM
661
Atticus Wealth Management
Florida
$1.82M -$83.1K -579 -4%
GBWM
662
Granite Bay Wealth Management
New Hampshire
$1.82M -$1B -6,973,213 -100%
FIM
663
Fernwood Investment Management
Massachusetts
$1.82M
AF
664
Apollon Financial
South Carolina
$1.81M +$451K +3,141 +35%
BWL
665
Bogart Wealth LLC
Virginia
$1.8M +$97.3K +678 +6%
GWSG
666
GPS Wealth Strategies Group
Colorado
$1.79M -$32.4K -226 -2%
MPW
667
MA Private Wealth
California
$1.79M -$16.1K -112 -0.9%
IW
668
Imprint Wealth
South Carolina
$1.78M +$1.32M +9,169 +307%
WIA
669
World Investment Advisors
California
$1.78M -$687K -4,786 -37%
LSPW
670
Lake Street Private Wealth
Illinois
$1.77M -$60.7K -423 -3%
OIS
671
Okabena Investment Services
Minnesota
$1.77M
RWB
672
RMR Wealth Builders
New Jersey
$1.77M -$74K -516 -4%
AWM
673
Avior Wealth Management
Nebraska
$1.75M +$1.68M +11,711 +9,149%
AC
674
Abbrea Capital
California
$1.75M +$113K +791 +7%
OMC
675
Old Mission Capital
Illinois
$1.75M +$791K +5,512 +87%

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.