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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
LA
776
Legacy Advisors
Pennsylvania
$1.26M +$4.3K +30 +0.4%
MWAM
777
Manhattan West Asset Management
California
$1.25M +$366K +2,553 +43%
BA
778
Bristlecone Advisors
Washington
$1.24M -$2.87K -20 -0.2%
AFG
779
Atomi Financial Group
New York
$1.24M +$590K +4,113 +95%
MCCA
780
Mill Creek Capital Advisors
Pennsylvania
$1.24M +$5.17K +36 +0.4%
SCM
781
SOL Capital Management
Maryland
$1.24M -$28.7K -200 -2%
SSWM
782
Smith Salley Wealth Management
North Carolina
$1.24M +$67.1K +468 +6%
Lazard Asset Management
783
Lazard Asset Management
New York
$1.23M
Jones Financial Companies
784
Jones Financial Companies
Missouri
$1.22M +$32.9K +229 +3%
ICP
785
Interchange Capital Partners
Pennsylvania
$1.22M +$55.9K +390 +5%
RG
786
Rathbones Group
United Kingdom
$1.22M +$28.7K +200 +2%
FNBT
787
FineMark National Bank & Trust
Florida
$1.21M +$263K +1,832 +29%
P
788
&Partners
Tennessee
$1.21M +$1.18M +8,214 New
CFB
789
Cullen/Frost Bankers
Texas
$1.21M -$191K -1,331 -14%
FNT
790
First National Trust
Pennsylvania
$1.21M -$49.9K -348 -4%
BFWM
791
Bright Futures Wealth Management
New York
$1.21M +$1.19M +8,306 New
MC
792
Moors & Cabot
Massachusetts
$1.21M +$62K +432 +6%
DP
793
Denver PWM
Colorado
$1.21M -$41.9M -291,975 -97%
NCM
794
Narwhal Capital Management
Georgia
$1.2M +$8.32K +58 +0.7%
LC
795
LCNB Corp
Ohio
$1.2M
LIA
796
LBMC Investment Advisors
Tennessee
$1.2M
PFPT
797
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.19M +$132K +917 +13%
BJL
798
Brighton Jones LLC
Washington
$1.19M -$10.6K -74 -0.9%
RWP
799
RWA Wealth Partners
Massachusetts
$1.19M -$42.5K -296 -4%
FIBT
800
First International Bank & Trust
North Dakota
$1.19M

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.