We are live on ! Find out more
XLV icon

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
Northwestern Mutual Wealth Management
676
Northwestern Mutual Wealth Management
Wisconsin
$1.74M -$5.88K -41 -0.3%
GJIA
677
Glass Jacobson Investment Advisors
Maryland
$1.73M -$61.7K -430 -4%
Brown Advisory
678
Brown Advisory
Maryland
$1.72M -$117K -814 -7%
PJSIMP
679
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.72M +$52.6K +367 +3%
PWM
680
Purus Wealth Management
California
$1.72M -$35.3K -246 -2%
Koshinski Asset Management
681
Koshinski Asset Management
Illinois
$1.71M -$699K -4,869 -30%
RWA
682
Roberts Wealth Advisors
California
$1.7M +$23.7K +165 +1%
SW
683
SMART Wealth
Nebraska
$1.7M +$287K +1,999 +21%
WC
684
Wexford Capital
Florida
$1.7M -$176K -1,230 -10%
WPW
685
Waldron Private Wealth
Pennsylvania
$1.7M +$763K +5,316 +86%
PCMU
686
Paragon Capital Management (Utah)
Utah
$1.69M -$50.2K -350 -3%
PTC
687
Private Trust Company
Ohio
$1.69M +$268K +1,868 +20%
HAS
688
HBW Advisory Services
California
$1.68M
OLVIG
689
Oliver Lagore Vanvalin Investment Group
Michigan
$1.68M -$194K -1,354 -11%
FFWM
690
Future Financial Wealth Management
Ohio
$1.67M +$45.5K +317 +3%
AG
691
Ascent Group
Virginia
$1.67M -$114K -795 -7%
OPWM
692
Oxinas Partners Wealth Management
Indiana
$1.67M +$39.3K +274 +2%
VFG
693
V2 Financial group
Illinois
$1.66M -$19.7K -137 -1%
MAG
694
M3 Advisory Group
Massachusetts
$1.65M +$104K +722 +7%
DI
695
Diligent Investors
California
$1.64M -$14.9K -104 -0.9%
TC
696
TownSquare Capital
Utah
$1.64M +$684K +4,768 +75%
SPC
697
Spirepoint Private Client
Florida
$1.64M +$1.59M +11,102 New
PT
698
Plimoth Trust
Massachusetts
$1.64M -$26.8K -187 -2%
RT
699
Rockland Trust
Massachusetts
$1.62M -$149K -1,038 -9%
CCMW
700
Cypress Capital Management (Wyoming)
Wyoming
$1.61M

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.