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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
BAWM
826
Bennett Associates Wealth Management
Pennsylvania
$1.05M +$15.2K +106 +2%
KFGK
827
Keystone Financial Group (Kentucky)
Kentucky
$1.04M +$64.6K +450 +7%
Twin Tree Management
828
Twin Tree Management
Texas
$1.04M +$1.01M +7,027 New
NA
829
Navellier & Associates
Nevada
$1.04M +$1.01M +7,022 New
RBC
830
Roble Belko & Company
Pennsylvania
$1.04M
EGA
831
E&G Advisors
Texas
$1.04M -$122K -850 -11%
BA
832
Bridge Advisory
California
$1.04M +$1.01M +7,012 New
AIA
833
Ally Invest Advisors
North Carolina
$1.04M +$208K +1,451 +26%
CCAL
834
City Center Advisors LLC
Michigan
$1.04M +$1.01M +7,010 New
LCM
835
LVM Capital Management
Michigan
$1.03M +$11.5K +80 +1%
GWM
836
Geneos Wealth Management
Colorado
$1.03M -$2.45M -17,112 -71%
MIM
837
Marco Investment Management
Georgia
$1.03M
LIG
838
Lokken Investment Group
Delaware
$1.02M -$7.03K -49 -0.7%
KPWG
839
KFA Private Wealth Group
Virginia
$1.02M +$150K +1,043 +18%
Neuberger Berman Group
840
Neuberger Berman Group
New York
$1.01M -$8.03K -56 -0.8%
LJAC
841
L.J. Altfest & Co
New York
$1M +$135K +944 +16%
AC
842
Avestar Capital
New York
$1M +$318K +2,215 +49%
EB
843
Eastern Bank
Massachusetts
$1M -$28.6M -199,323 -97%
TWM
844
Tradition Wealth Management
Minnesota
$999K +$2.01K +14 +0.2%
MCA
845
Magnolia Capital Advisors
Mississippi
$996K +$141K +986 +16%
WC
846
Waterloo Capital
Texas
$992K -$109K -763 -10%
SC
847
Saiph Capital
New Jersey
$988K +$214K +1,495 +29%
CW
848
Channel Wealth
California
$978K +$42.8K +298 +5%
ZF
849
Zega Financial
Florida
$968K -$109K -760 -10%
LMKC
850
L.M. Kohn & Company
Ohio
$953K -$3.01K -21 -0.3%

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.