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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
FB
651
First Bancorp
Maine
$2.01M
MA
652
MONECO Advisors
Connecticut
$2M +$100K +662 +5%
WA
653
WESPAC Advisors
California
$1.99M -$307K -2,028 -14%
DILH
654
Dai-ichi Life Holdings
Japan
$1.98M +$1.96M +12,900 New
CCM
655
Crew Capital Management
Ohio
$1.97M -$178K -1,174 -8%
CA
656
Crumly & Associates
Illinois
$1.96M -$130K -859 -6%
Brown Advisory
657
Brown Advisory
Maryland
$1.95M -$56.8K -375 -3%
EW
658
Evoke Wealth
California
$1.95M +$1.92M +12,681 New
BAAM
659
Baker Avenue Asset Management
California
$1.95M -$127K -839 -6%
OSAM
660
O'Shaughnessy Asset Management
Connecticut
$1.95M +$139K +916 +8%
SJIM
661
St. Johns Investment Management
Florida
$1.95M -$479K -3,159 -20%
CGFA
662
Colton Groome Financial Advisors
North Carolina
$1.93M -$92.5K -610 -5%
1IA
663
1834 Investment Advisors
Wisconsin
$1.93M -$219K -1,442 -10%
CA
664
CWC Advisors
Oregon
$1.93M +$1.9M +12,506 New
AWMS
665
Advocacy Wealth Management Services
Georgia
$1.92M -$290K -1,914 -13%
MWAM
666
Manhattan West Asset Management
California
$1.92M -$36.7K -242 -2%
LA
667
Latitude Advisors
Florida
$1.92M +$1.89M +12,459 New
WCM
668
WealthBridge Capital Management
Ohio
$1.91M -$43.7K -288 -2%
PMG
669
ProVise Management Group
Florida
$1.91M +$2.42K +16 +0.1%
AA
670
AlphaQ Advisors
Florida
$1.91M -$41.4K -273 -2%
MAG
671
M3 Advisory Group
Massachusetts
$1.9M +$65.2K +430 +4%
GWSG
672
GPS Wealth Strategies Group
Colorado
$1.89M -$155K -1,022 -8%
FIM
673
Fernwood Investment Management
Massachusetts
$1.88M -$13.6K -90 -0.7%
LFS
674
Legacy Financial Strategies
Kansas
$1.88M -$10.7M -70,754 -85%
ATS
675
Ashton Thomas Securities
New York
$1.87M -$79.7K -526 -4%

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.