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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
CCWM
901
Cassaday & Co Wealth Management
Virginia
$877K -$21.5K -142 -2%
SP
902
Stonebrook Private
Michigan
$875K +$165K +1,086 +24%
P
903
Pitcairn
Pennsylvania
$874K +$303K +2,000 +54%
HIA
904
Harbor Investment Advisory
Maryland
$872K -$4.7K -31 -0.5%
QPWM
905
Quadrant Private Wealth Management
Pennsylvania
$866K +$1.52K +10 +0.2%
MA
906
MKT Advisors
California
$863K +$34.3K +226 +4%
VFA
907
Voya Financial Advisors
Connecticut
$862K -$34K -224 -4%
WGC
908
Watts Gwilliam & Co
Arizona
$860K +$859K +5,668 New
WWM
909
Waterway Wealth Management
Texas
$860K +$46.7K +308 +6%
SFP
910
Strategic Financial Partners
Oregon
$859K +$138K +908 +19%
BSHC
911
Breed's Hill Capital
Massachusetts
$854K
PWW
912
Pettyjohn Wood & White
Virginia
$850K -$18.9K -125 -2%
FWM
913
Foguth Wealth Management
Michigan
$850K -$32.1K -212 -4%
IWP
914
Insight Wealth Partners
Texas
$848K +$412K +2,718 +97%
NA
915
Navellier & Associates
Nevada
$846K -$232K -1,529 -22%
NAM
916
NTV Asset Management
West Virginia
$846K -$20.5K -135 -2%
SPW
917
Sonoma Private Wealth
California
$842K +$27K +178 +3%
IAS
918
Investment Advisory Services
Texas
$841K +$34.7K +229 +4%
SFG
919
Shum Financial Group
California
$839K +$860K +5,675 New
NWA
920
Navis Wealth Advisors
New York
$838K +$3.18K +21 +0.4%
LSA
921
Lansing Street Advisors
Pennsylvania
$836K -$455 -3 -0.1%
SWM
922
Segment Wealth Management
Texas
$836K
JEST
923
JTC Employer Solutions Trustee
Jersey
$832K
SCA
924
Sage Capital Advisors
South Dakota
$832K -$15K -99 -2%
CFB
925
Cullen/Frost Bankers
Texas
$818K +$3.94K +26 +0.5%

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.