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
DP
876
Dearborn Partners
Illinois
$951K +$130K +859 +16%
BCP
877
Berkeley Capital Partners
Georgia
$948K +$151K +996 +19%
SA
878
Strategic Advisors
New York
$940K -$508K -3,352 -35%
PCS
879
Personal CFO Solutions
New Jersey
$940K +$69K +455 +8%
EB
880
Eastern Bank
Massachusetts
$935K +$278K +1,836 +43%
VVP
881
Venture Visionary Partners
Ohio
$932K -$59.4K -392 -6%
UF
882
Univest Financial
Pennsylvania
$931K +$916K +6,045 New
LWANC
883
Laurel Wealth Advisors (North Carolina)
North Carolina
$924K
CCM
884
Condor Capital Management
New Jersey
$920K -$22.6K -149 -2%
WPP
885
Whalerock Point Partners
Rhode Island
$914K
VWM
886
VCI Wealth Management
Missouri
$910K -$1.11M -7,345 -55%
SSA
887
Schonfeld Strategic Advisors
New York
$909K -$7.7M -50,802 -90%
CAS
888
CTC Alternative Strategies
Illinois
$909K +$894K +5,900 New
SAW
889
Signal Advisors Wealth
Michigan
$905K +$890K +5,874 New
AWM
890
Aries Wealth Management
Maine
$897K -$15.9K -105 -2%
ORC
891
O'Rourke & Company
Massachusetts
$896K -$27.1K -179 -3%
MCB
892
Morton Community Bank
Illinois
$895K +$80.2K +529 +10%
GAG
893
GM Advisory Group
New York
$894K -$17.3M -114,458 -95%
TWA
894
Talisman Wealth Advisors
New Jersey
$891K -$1.21K -8 -0.1%
FCBT
895
First Citizens Bank & Trust
North Carolina
$885K +$13.6K +90 +2%
BHBT
896
Burke & Herbert Bank & Trust
Virginia
$883K +$116K +765 +15%
CCB
897
Country Club Bank
Missouri
$882K -$6.82K -45 -0.8%
MGIA
898
Matthew Goff Investment Advisor
Texas
$882K +$73.1K +482 +9%
CIA
899
Cladis Investment Advisory
Montana
$879K +$136K +900 +19%
QCM
900
QRG Capital Management
Illinois
$879K +$188K +1,237 +28%

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.