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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
CTC
926
Central Trust Company
Missouri
$778K -$4.02K -28 -0.5%
GFPC
927
Global Financial Private Client
Florida
$777K +$17.9K +125 +2%
HFW
928
Horizon Family Wealth
Illinois
$769K -$244K -1,704 -25%
MA
929
MKT Advisors
California
$767K
VI
930
VanderPol Investments
Michigan
$766K -$106K -740 -12%
OWM
931
OneAscent Wealth Management
Alabama
$766K +$266K +1,853 +56%
PG
932
Patten Group
Tennessee
$766K +$3.3K +23 +0.4%
SFP
933
Strategic Financial Partners
Oregon
$766K -$13.6K -95 -2%
ACS
934
Archford Capital Strategies
Illinois
$758K -$34.4K -240 -4%
DIM
935
DLK Investment Management
California
$758K +$35.1K +245 +5%
HWA
936
Heritage Wealth Advisors
Virginia
$757K
NPT
937
National Philanthropic Trust
Pennsylvania
$755K -$4.73K -33 -0.6%
MGWM
938
Marks Group Wealth Management
Minnesota
$755K +$36.3K +253 +5%
CMI
939
Clare Market Investments
Texas
$750K +$53.8K +375 +8%
SRC
940
Shufro Rose & Co
New York
$748K +$54.5K +380 +8%
MIFH
941
Migdal Insurance & Financial Holdings
Israel
$741K -$2.55M -17,763 -78%
PWW
942
Pettyjohn Wood & White
Virginia
$741K +$94K +655 +15%
MLL
943
Moody Lynn & Lieberson
Massachusetts
$739K
GI
944
GAMCO Investors
Connecticut
$739K
GC
945
Gruss & Co
Florida
$739K +$143K +1,000 +25%
BSW
946
Buckingham Strategic Wealth
Missouri
$738K -$106K -739 -13%
SC
947
SouthState Corp
Florida
$736K
BFO
948
Biltmore Family Office
North Carolina
$736K
JCFM
949
JBR Co Financial Management
Oklahoma
$734K -$32.7K -228 -4%
PIA
950
Panoramic Investment Advisors
Colorado
$731K

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.