We are live on ! Find out more
XLV icon

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
PFA
676
Pettinga Financial Advisors
Indiana
$1.87M -$752K -4,961 -29%
AWM
677
Avior Wealth Management
Nebraska
$1.86M +$216K +1,427 +13%
WA
678
WP Advisors
California
$1.86M -$258K -1,702 -12%
OIA
679
OneDigital Investment Advisors
Kansas
$1.85M +$58.4K +385 +3%
OIS
680
Okabena Investment Services
Minnesota
$1.85M
TSWM
681
Tyler-Stone Wealth Management
Ohio
$1.83M +$976K +6,439 +119%
FFWM
682
Future Financial Wealth Management
Ohio
$1.83M +$90.6K +598 +5%
RWB
683
RMR Wealth Builders
New Jersey
$1.82M +$3.03K +20 +0.2%
AWM
684
AE Wealth Management
Kansas
$1.82M +$86.1K +568 +5%
FAM
685
Family Asset Management
South Carolina
$1.82M +$262K +1,731 +17%
VFPW
686
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.81M +$611K +4,029 +52%
SCM
687
Sage Capital Management
New Jersey
$1.81M +$281K +1,855 +19%
PWM
688
Purus Wealth Management
California
$1.8M +$3.94K +26 +0.2%
CWM
689
Chemistry Wealth Management
New York
$1.79M +$42.3K +279 +2%
CA
690
Claro Advisors
Massachusetts
$1.79M +$258K +1,704 +17%
GJIA
691
Glass Jacobson Investment Advisors
Maryland
$1.77M -$28.8K -190 -2%
MPW
692
MA Private Wealth
California
$1.77M -$77.3K -510 -4%
SI
693
Symmetry Investments
Jersey
$1.76M -$1.52M -10,057 -47%
SPC
694
Spirepoint Private Client
Florida
$1.76M -$303 -2 -0%
VFG
695
V2 Financial group
Illinois
$1.75M +$15.3K +101 +0.9%
Vontobel Holding
696
Vontobel Holding
Switzerland
$1.74M +$631K +4,164 +58%
Capstone Investment Advisors
697
Capstone Investment Advisors
New York
$1.74M +$1.57M +10,343 +1,066%
RCA
698
Ranch Capital Advisors
Florida
$1.74M +$286K +1,886 +20%
RWA
699
Roberts Wealth Advisors
California
$1.74M -$43.8K -289 -2%
WPW
700
Waldron Private Wealth
Pennsylvania
$1.73M -$39.6K -261 -2%

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.