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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
PCA
851
Prosperity Capital Advisors
Ohio
$1.03M -$467K -3,084 -32%
LMKC
852
L.M. Kohn & Company
Ohio
$1.03M +$22.6K +149 +2%
MLL
853
Moody Lynn & Lieberson
Massachusetts
$1.03M +$113K +747 +13%
SC
854
Saiph Capital
New Jersey
$1.03M -$34.9K -230 -3%
LCM
855
LVM Capital Management
Michigan
$1.02M
GWA
856
GGM Wealth Advisors
Maryland
$1.01M +$21.2K +140 +2%
GWM
857
Geneos Wealth Management
Colorado
$1.01M -$35.5K -234 -3%
RA
858
Rational Advisors
New York
$1M +$987K +6,514 New
PCFFS
859
Pacific Center for Financial Services
California
$1M +$152 +1 +0%
RT
860
Rockland Trust
Massachusetts
$997K -$352K -2,325 -26%
NRI
861
NFP Retirement Inc
California
$996K +$366K +2,416 +60%
MCCP
862
Mission Creek Capital Partners
California
$996K +$1.97K +13 +0.2%
BF
863
BOK Financial
Oklahoma
$991K +$352K +2,323 +55%
CIA
864
Cape Investment Advisory
Georgia
$988K +$16.5K +109 +2%
AC
865
Avestar Capital
New York
$987K -$8.64K -57 -0.9%
VFA
866
Valeo Financial Advisors
Indiana
$985K +$52.1K +344 +6%
FCH
867
Freestone Capital Holdings
Washington
$983K +$51.1K +337 +6%
CA
868
Crewe Advisors
Utah
$982K +$371K +2,449 +62%
CP
869
Castleview Partners
Texas
$970K +$370K +2,440 +63%
NP
870
NorthRock Partners
Minnesota
$965K -$416K -2,745 -30%
CWC
871
Carolinas Wealth Consulting
North Carolina
$962K +$909 +6 +0.1%
LIA
872
Lynx Investment Advisory
District of Columbia
$962K +$60.3K +398 +7%
HW
873
Hancock Whitney
Mississippi
$962K -$7.28K -48 -0.8%
EGA
874
E&G Advisors
Texas
$958K
BP
875
Ballentine Partners
Massachusetts
$957K +$12.9K +85 +1%

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.