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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
PA
801
Parallel Advisors
California
$1.19M +$84.4K +588 +8%
NS
802
NBC Securities
Alabama
$1.18M -$19.2K -134 -2%
LWANC
803
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.17M -$4.3K -30 -0.4%
NFP
804
Narus Financial Partners
Utah
$1.16M -$23.1K -161 -2%
LNB
805
Ledyard National Bank
$1.16M -$41.2K -287 -4%
GP
806
Girard Partners
Pennsylvania
$1.16M -$2.81M -19,603 -71%
OSAM
807
O'Shaughnessy Asset Management
Connecticut
$1.16M -$13.9K -97 -1%
B
808
Bailard
California
$1.16M -$118K -820 -9%
HCM
809
Hollencrest Capital Management
California
$1.14M +$143 +1 +0%
VFPW
810
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.13M +$1.1M +7,669 New
MFG
811
Midwest Financial Group
Kansas
$1.12M +$36.6K +255 +3%
GLA
812
Good Life Advisors
Pennsylvania
$1.12M -$129K -897 -11%
CPRC
813
Consolidated Portfolio Review Corp
New York
$1.12M -$112K -781 -9%
KP
814
Keel Point
Alabama
$1.1M +$116K +809 +12%
Millennium Management
815
Millennium Management
New York
$1.1M -$6.06M -42,214 -85%
HWA
816
Heartwood Wealth Advisors
Virginia
$1.1M +$55.2K +385 +5%
SW
817
SVB Wealth
Massachusetts
$1.1M +$27.7K +193 +3%
CC
818
Cornerstone Capital
California
$1.1M -$296K -2,060 -22%
AWM
819
Aberdeen Wealth Management
Illinois
$1.09M
SFC
820
Strategic Financial Concepts
Texas
$1.08M +$377K +2,626 +56%
SEA
821
Stegent Equity Advisors
Texas
$1.08M -$142K -993 -12%
BP
822
Ballentine Partners
Massachusetts
$1.08M +$120K +838 +13%
CP
823
Castleview Partners
Texas
$1.08M +$328K +2,284 +46%
IC
824
Inscription Capital
Texas
$1.07M +$89.1K +621 +9%
BCP
825
Blue Chip Partners
Michigan
$1.07M -$1.26M -8,796 -55%

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.