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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
BFA
901
Beaumont Financial Advisors
Massachusetts
$842K -$287 -2 -0%
FCH
902
Freestone Capital Holdings
Washington
$842K +$8.75K +61 +1%
FCBT
903
First Citizens Bank & Trust
North Carolina
$836K +$131K +914 +19%
PCA
904
Prosperity Capital Advisors
Ohio
$834K +$5.74K +40 +0.7%
NAM
905
NTV Asset Management
West Virginia
$832K -$71.7K -500 -8%
FSA
906
Financial Services Advisory
Maryland
$829K +$805K +5,613 New
QPWM
907
Quadrant Private Wealth Management
Pennsylvania
$828K -$30.8K -215 -4%
JEST
908
JTC Employer Solutions Trustee
Jersey
$826K
BSHC
909
Breed's Hill Capital
Massachusetts
$819K
DP
910
Dearborn Partners
Illinois
$818K +$35.9K +250 +5%
WGC
911
Watts Gwilliam & Co
Arizona
$817K +$813K +5,668 New
TFM
912
Trademark Financial Management
Minnesota
$815K +$791K +5,516 New
SCA
913
Sage Capital Advisors
South Dakota
$814K +$53.9K +376 +7%
CPA
914
Court Place Advisors
Maryland
$810K -$48.8K -340 -6%
SWM
915
Segment Wealth Management
Texas
$809K +$3.16K +22 +0.4%
BWM
916
BNC Wealth Management
Oregon
$805K -$110K -764 -12%
PFS
917
Prospect Financial Services
New York
$800K +$191K +1,333 +33%
FDCP
918
Foster Dykema Cabot & Partners
Massachusetts
$800K -$18.8M -131,214 -96%
NWA
919
Navis Wealth Advisors
New York
$798K +$2.73K +19 +0.4%
SPW
920
Sonoma Private Wealth
California
$793K +$23.1K +161 +3%
TSWM
921
Tyler-Stone Wealth Management
Ohio
$791K -$36.3K -253 -5%
OAM
922
Occidental Asset Management
California
$788K +$136K +949 +22%
BF
923
BOK Financial
Oklahoma
$786K +$63.6K +443 +9%
Bank Julius Baer & Co
924
Bank Julius Baer & Co
Switzerland
$783K
KWA
925
Kingswood Wealth Advisors
California
$780K -$146K -1,019 -16%

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.