We are live on ! Find out more
XLV icon

State Street Health Care Select Sector SPDR ETF

1,729 hedge funds and large institutions have $30.6B invested in State Street Health Care Select Sector SPDR ETF in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 672 increasing their positions, 617 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 71

10% more capital invested

Capital invested by funds: $27.8B → $30.6B (+$2.82B)

7% more funds holding in top 10

Funds holding in top 10: 106113 (+7)

4% more funds holding

Funds holding: 1,6641,729 (+65)

2.34% more ownership

Funds ownership: 70.96%73.3% (+2.3%)

9% more repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 617

26% less call options, than puts

Call options by funds: $1.98B | Put options by funds: $2.66B

Holders
1,729
Holders Change
+65
Holders Change %
+3.91%
% of All Funds
24.82%
Holding in Top 10
113
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.6%
% of All Funds
1.62%
New
155
Increased
672
Reduced
617
Closed
71
Calls
$1.98B
Puts
$2.66B
Net Calls
-$685M
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
801
Advisor Resource Council
Texas
$1.22M +$1.2M +7,918 New
FEM
802
Fulcrum Equity Management
Texas
$1.22M +$777K +5,123 +185%
PWP
803
Phillips Wealth Planners
Mississippi
$1.21M -$213K -1,404 -15%
ICP
804
Interchange Capital Partners
Pennsylvania
$1.21M -$106K -698 -8%
PWSG
805
Pacific Wealth Strategies Group
California
$1.21M +$906K +5,974 +322%
B
806
Bailard
California
$1.2M
KCFA
807
Key Client Fiduciary Advisors
New Jersey
$1.19M +$440K +2,906 +60%
TW
808
Transform Wealth
Colorado
$1.19M -$3.79K -25 -0.3%
PFS
809
Prospect Financial Services
New York
$1.19M +$259K +1,709 +28%
FTDI
810
First Trust Direct Indexing
Massachusetts
$1.19M +$63.2K +417 +6%
NIP
811
Nicholas Investment Partners
California
$1.19M +$1.17M +7,729 New
FNBT
812
FineMark National Bank & Trust
Florida
$1.19M -$128K -844 -10%
RC
813
Rovin Capital
Arizona
$1.19M -$224K -1,479 -16%
WG
814
Welch Group
Alabama
$1.19M -$174K -1,148 -13%
BJL
815
Brighton Jones LLC
Washington
$1.18M -$339K -2,236 -23%
EWA
816
Exencial Wealth Advisors
Oklahoma
$1.18M -$62.8K -414 -5%
BA
817
Bridge Advisory
California
$1.17M -$2.12K -14 -0.2%
BAWM
818
Bennett Associates Wealth Management
Pennsylvania
$1.17M +$21.4K +141 +2%
ACA
819
Aptus Capital Advisors
Alabama
$1.17M -$174K -1,148 -13%
LIG
820
Lokken Investment Group
Delaware
$1.16M +$19.9K +131 +2%
OAM
821
Occidental Asset Management
California
$1.16M +$218K +1,440 +24%
NS
822
NBC Securities
Alabama
$1.16M +$82.3K +543 +8%
HWA
823
Heartwood Wealth Advisors
Virginia
$1.15M +$1.06K +7 +0.1%
AFG
824
Atomi Financial Group
New York
$1.15M -$7.88K -52 -0.7%
FFM
825
Forum Financial Management
Illinois
$1.15M +$3.94K +26 +0.4%

XLV Hedge Fund Activity: Q3 2024 in Review

1,729 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2024, worth a combined $30.6B — up 10% from $27.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new XLV positions and 71 closed out — a net gain of 84 holders — while 672 added to existing stakes and 617 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $505M. The largest seller was Bank of America, cutting an estimated $234M.

  • 1,729 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2024, up from 1,664 in Q2 2024.
  • Funds reported $30.6B of State Street Health Care Select Sector SPDR ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 155 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2024 and 71 closed out, a net change of +84 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2024 was Goldman Sachs, an estimated $505M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2024 was Bank of America, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2024.