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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
CWM
701
Cedar Wealth Management
California
$1.61M -$64K -446 -4%
SLFPAM
702
St. Louis Financial Planners Asset Management
Missouri
$1.59M +$28.4K +198 +2%
EMAM
703
Encompass More Asset Management
California
$1.58M +$640K +4,460 +71%
OCM
704
Objective Capital Management
Ohio
$1.58M +$1.29K +9 +0.1%
EW
705
Evoke Wealth
California
$1.58M +$803K +5,600 +110%
CA
706
Claro Advisors
Massachusetts
$1.56M +$533K +3,714 +54%
HI
707
Hudock Inc
Pennsylvania
$1.55M +$79.6K +555 +6%
AMG
708
Advisors Management Group
Wisconsin
$1.55M +$267K +1,859 +22%
T
709
Tidemark
California
$1.53M +$95.1K +663 +7%
CC
710
Centiva Capital
New York
$1.53M -$455K -3,172 -23%
PWA
711
Primoris Wealth Advisors
Florida
$1.52M -$40K -279 -3%
GPFA
712
Game Plan Financial Advisors
Ohio
$1.52M
LI
713
LMCG Investments
Massachusetts
$1.51M +$16.1K +112 +1%
ACA
714
Aptus Capital Advisors
Alabama
$1.5M +$376K +2,622 +35%
CWM
715
Cranbrook Wealth Management
Michigan
$1.5M +$68.6K +478 +5%
IAS
716
Insigneo Advisory Services
Florida
$1.5M +$12.6K +88 +0.9%
TNB
717
Thomasville National Bank
Georgia
$1.49M
AWM
718
Alterna Wealth Management
Texas
$1.49M +$1.45M +10,079 New
CWM
719
Chemistry Wealth Management
New York
$1.49M -$5.45K -38 -0.4%
AWM
720
AE Wealth Management
Kansas
$1.49M -$17.1M -119,267 -92%
ARG
721
Advisory Resource Group
Oklahoma
$1.48M +$164K +1,143 +13%
FAM
722
Family Asset Management
South Carolina
$1.48M +$615K +4,284 +74%
CWM
723
Cornerstone Wealth Management
Missouri
$1.47M -$44K -307 -3%
PWM
724
Palumbo Wealth Management
New York
$1.47M +$430 +3 +0%
JCM
725
Janney Capital Management
Pennsylvania
$1.46M +$101K +704 +8%

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.