We are live on ! Find out more
XLV icon

State Street Health Care Select Sector SPDR ETF

1,759 hedge funds and large institutions have $28.3B invested in State Street Health Care Select Sector SPDR ETF in 2024 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 611 increasing their positions, 662 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 176

2% more funds holding

Funds holding: 1,7281,759 (+31)

8% less repeat investments, than reductions

Existing positions increased: 611 | Existing positions reduced: 662

1.65% less ownership

Funds ownership: 73.3%71.65% (-1.7%)

7% less capital invested

Capital invested by funds: $30.6B → $28.3B (-$2.24B)

25% less funds holding in top 10

Funds holding in top 10: 11385 (-28)

26% less call options, than puts

Call options by funds: $2.05B | Put options by funds: $2.77B

Holders
1,759
Holders Change
+31
Holders Change %
+1.79%
% of All Funds
23.17%
Holding in Top 10
85
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-24.78%
% of All Funds
1.12%
New
237
Increased
611
Reduced
662
Closed
176
Calls
$2.05B
Puts
$2.77B
Net Calls
-$726M
Net Calls Change
-$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$65M -$7.08M -48,359 -9%
APF
52
Alaska Permanent Fund
Alaska
$64.6M +$42.1M +287,460 +158%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$63.6M -$758K -5,177 -1%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$57.8M +$59.8M +408,777 +3,705%
JSAM
55
J. Safra Asset Management
New York
$54.9M -$8.26M -56,415 -12%
AA
56
Advisory Alpha
Michigan
$53.5M +$17.9M +122,125 +46%
FIA
57
Foundations Investment Advisors
Arizona
$51.7M +$8M +54,640 +17%
MIFH
58
Migdal Insurance & Financial Holdings
Israel
$51.3M -$53M -362,080 -49%
AssetMark Inc
59
AssetMark Inc
California
$51.1M -$44.1M -301,077 -45%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$47.1M -$5.39M -36,842 -10%
CWM
61
Congress Wealth Management
Massachusetts
$47M -$47.5M -324,803 -49%
MML Investors Services
62
MML Investors Services
Massachusetts
$46.5M -$16.3M -111,412 -25%
PAG
63
Private Advisor Group
New Jersey
$46.1M -$6.57M -44,874 -12%
SGI
64
Swan Global Investments
Colorado
$46.1M -$8.14M -55,643 -14%
GG
65
Greenwood Gearhart
Arkansas
$44.8M +$13.6M +92,996 +40%
KIA
66
KCM Investment Advisors
California
$44.1M +$222K +1,517 +0.5%
TRCT
67
Tower Research Capital (TRC)
New York
$43.8M +$46.1M +315,031 +8,530%
GKWIM
68
Gerber Kawasaki Wealth & Investment Management
California
$43.7M +$430K +2,936 +0.9%
TWC
69
TD Waterhouse Canada
Ontario, Canada
$42.6M +$1.55M +10,587 +4%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$39.7M -$14.2M -96,926 -25%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$38.8M -$20.3K -139 -0%
SOMRS
72
State of Michigan Retirement System
Michigan
$37.8M +$5.43M +37,100 +16%
AA
73
ALPS Advisors
Colorado
$36.6M +$5.6M +38,238 +17%
Balyasny Asset Management
74
Balyasny Asset Management
Illinois
$36.1M +$38.1M +260,591 +12,869%
MTWSIF
75
Mivtachim The Workers Social Insurance Fund
Israel
$34.3M

XLV Hedge Fund Activity: Q4 2024 in Review

1,759 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q4 2024, worth a combined $28.3B — down 7.3% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new XLV positions and 176 closed out — a net gain of 61 holders — while 611 added to existing stakes and 662 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $502M. The largest seller was JP Morgan Chase, cutting an estimated $380M.

  • 1,759 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q4 2024, up from 1,728 in Q3 2024.
  • Funds reported $28.3B of State Street Health Care Select Sector SPDR ETF stock for Q4 2024, down 7.3% quarter-over-quarter.
  • 237 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q4 2024 and 176 closed out, a net change of +61 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q4 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $502M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q4 2024 was JP Morgan Chase, an estimated $380M sold.

Based on aggregated 13F filings for Q4 2024.