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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
SGI
51
Swan Global Investments
Colorado
$72.5M -$6.24M -43,469 -8%
RIG
52
RiverFront Investment Group
Virginia
$72.2M +$1.14M +7,927 +2%
CAN
53
Cetera Advisor Networks
California
$68.7M +$13.1M +91,202 +24%
JSAM
54
J. Safra Asset Management
New York
$62.1M -$112K -782 -0.2%
CI
55
Clal Insurance
Israel
$60.6M
STA
56
Summit Trail Advisors
New York
$59.1M -$5.47M -38,132 -9%
MML Investors Services
57
MML Investors Services
Massachusetts
$59M +$6.91M +48,188 +14%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$58.5M +$56.8M +395,981 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$58M +$3.02M +21,038 +6%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$57.7M +$30.7M +214,064 +121%
AA
61
Advisory Alpha
Michigan
$57.4M +$17.5M +122,329 +46%
PAG
62
Private Advisor Group
New Jersey
$55.5M +$2.63M +18,311 +5%
EWA
63
EP Wealth Advisors
California
$55.2M +$1.93M +13,430 +4%
DWM
64
Dynasty Wealth Management
Florida
$53.7M +$52.1M +363,263 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$53M +$952K +6,637 +2%
QWP
66
Quotient Wealth Partners
Texas
$51.7M +$8.62M +60,109 +21%
State Street
67
State Street
Massachusetts
$50.4M +$33.1M +230,775 +209%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$49.4M -$21.6M -150,606 -31%
GKWIM
69
Gerber Kawasaki Wealth & Investment Management
California
$47.9M +$2.36M +16,467 +5%
MMA
70
Miracle Mile Advisors
California
$47.2M -$7.35M -51,253 -14%
KIA
71
KCM Investment Advisors
California
$46M -$669K -4,660 -1%
CIA
72
Capital Investment Advisors
Georgia
$45.8M -$44.4M -309,461 -50%
Barclays
73
Barclays
United Kingdom
$45.3M -$1.59M -11,057 -3%
SGDR
74
SPX Gestao de Recursos
Brazil
$43.7M +$42.5M +296,000 New
GC
75
Grimes & Company
Massachusetts
$43.6M +$1.31M +9,128 +3%

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.