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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
MCCP
851
Mission Creek Capital Partners
California
$951K +$1.86K +13 +0.2%
PWS
852
Private Wealth Strategies
Ohio
$951K -$71.4K -498 -7%
PCFFS
853
Pacific Center for Financial Services
California
$950K +$30.1K +210 +3%
VVP
854
Venture Visionary Partners
Ohio
$948K -$1.2M -8,338 -56%
MW
855
MBL Wealth
North Carolina
$947K +$920K +6,413 New
CFS
856
Coordinated Financial Services
Colorado
$947K +$920K +6,412 New
AFO
857
Arrowroot Family Office
California
$946K -$18.5K -129 -2%
FPCP
858
Fort Point Capital Partners
California
$944K -$34K -237 -4%
AGM
859
Alpine Global Management
New York
$940K +$912K +6,360 New
PWM
860
Peterson Wealth Management
Nevada
$936K +$42K +293 +5%
FFA
861
Fortune Financial Advisors
Kansas
$935K +$908K +6,328 New
HW
862
Hancock Whitney
Mississippi
$930K -$84.4K -588 -9%
RFA
863
Rollins Financial Advisors
New York
$925K +$48.2K +336 +6%
SAF
864
Smith Anglin Financial
Texas
$925K +$231K +1,609 +35%
LSA
865
Lansing Street Advisors
Pennsylvania
$923K -$73.6K -513 -8%
CWC
866
Carolinas Wealth Consulting
North Carolina
$922K +$14.2K +99 +2%
SOS
867
Silver Oak Securities
Tennessee
$921K -$310K -2,158 -26%
GWA
868
GGM Wealth Advisors
Maryland
$921K -$3.94M -27,463 -81%
SAM
869
Smartleaf Asset Management
Massachusetts
$918K +$97.1K +677 +12%
CCM
870
Condor Capital Management
New Jersey
$917K -$14.6K -102 -2%
FTUS
871
Flow Traders U.S.
New York
$917K +$891K +6,209 New
CIA
872
Cape Investment Advisory
Georgia
$917K -$11.5K -80 -1%
NAG
873
Northstar Advisory Group
New Jersey
$916K -$5.3M -36,941 -85%
GFS
874
GYL Financial Synergies
Connecticut
$909K -$1.58K -11 -0.2%
HIA
875
Harbor Investment Advisory
Maryland
$905K +$2.87K +20 +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.