We are live on ! Find out more
XLV icon

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
SYBT
876
Stock Yards Bank & Trust
Kentucky
$904K +$33.3K +232 +4%
FCP
877
Fidelis Capital Partners
Florida
$902K -$361K -2,519 -29%
RBA
878
Richard Bernstein Advisors
New York
$899K -$106K -742 -11%
MC
879
Montag & Caldwell
Georgia
$896K +$135K +942 +18%
CCM
880
Coldstream Capital Management
Washington
$891K +$434K +3,025 +101%
MA
881
Mezzasalma Advisors
New Jersey
$890K -$353K -2,460 -29%
AWM
882
Able Wealth Management
New Jersey
$888K +$150K +1,045 +21%
NF
883
Norwood Financial
Pennsylvania
$882K -$38K -265 -4%
TWA
884
Talisman Wealth Advisors
New Jersey
$881K +$95.3K +664 +13%
AWM
885
Aries Wealth Management
Maine
$879K
EWA
886
EverSource Wealth Advisors
Alabama
$878K -$26K -181 -3%
WPP
887
Whalerock Point Partners
Rhode Island
$876K
CICC
888
Capital Investment Counsel (Colorado)
Colorado
$875K -$40.9K -285 -5%
CCB
889
Country Club Bank
Missouri
$873K -$1.44K -10 -0.2%
CCWM
890
Cassaday & Co Wealth Management
Virginia
$871K +$48.3K +337 +6%
BBHC
891
Brown Brothers Harriman & Co
New York
$868K -$133K -930 -14%
GFG
892
Greystone Financial Group
Michigan
$862K +$27.4K +191 +3%
MA
893
MONECO Advisors
Connecticut
$859K +$143K +997 +21%
BB
894
Burford Brothers
Texas
$857K -$47.8K -333 -5%
PCS
895
Personal CFO Solutions
New Jersey
$855K -$178K -1,238 -18%
IA
896
Insight Advisors
Pennsylvania
$852K -$3.87K -27 -0.5%
SP
897
Stonebrook Private
Michigan
$847K +$44.3K +309 +6%
VWM
898
VCI Wealth Management
Missouri
$845K -$156K -1,086 -16%
Franklin Resources
899
Franklin Resources
California
$845K -$50.5K -352 -6%
ORC
900
O'Rourke & Company
Massachusetts
$844K +$85.4K +595 +12%

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.