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
Bank Julius Baer & Co
926
Bank Julius Baer & Co
Switzerland
$816K -$44.1K -291 -6%
Franklin Resources
927
Franklin Resources
California
$812K -$159K -1,051 -17%
EWA
928
EverSource Wealth Advisors
Alabama
$805K +$56.7K +374 +8%
CTC
929
Central Trust Company
Missouri
$805K -$15.2K -100 -2%
AI
930
Axecap Investments
Ohio
$804K +$791K +5,217 New
SYBT
931
Stock Yards Bank & Trust
Kentucky
$803K -$243K -1,606 -24%
WC
932
Waterloo Capital
Texas
$801K -$10.2K -67 -1%
AFO
933
Allie Family Office
Florida
$800K
DIM
934
DLK Investment Management
California
$800K -$9.55K -63 -1%
WCF
935
West Coast Financial
California
$797K +$78.2K +516 +11%
IA
936
Insight Advisors
Pennsylvania
$797K +$5.3K +35 +0.7%
CIM
937
Contravisory Investment Management
Massachusetts
$796K -$13.8K -91 -2%
MWM
938
Mosley Wealth Management
California
$796K +$797K +5,257 New
FDCP
939
Foster Dykema Cabot & Partners
Massachusetts
$795K
AGM
940
Alpine Global Management
New York
$792K +$493K +3,250 +172%
HWA
941
Heritage Wealth Advisors
Virginia
$789K
CWM
942
Comprehensive Wealth Management
Washington
$787K +$37.7K +249 +5%
ATC
943
Argent Trust Co
Tennessee
$786K +$27.1K +179 +4%
PCA
944
Providence Capital Advisors
North Carolina
$784K +$12.7K +84 +2%
CMI
945
Clare Market Investments
Texas
$782K -$134K -886 -15%
NPT
946
National Philanthropic Trust
Pennsylvania
$782K
UAG
947
United Advisor Group
Ohio
$777K +$765K +5,045 New
FPCP
948
Fort Point Capital Partners
California
$771K -$100K -660 -12%
GI
949
GAMCO Investors
Connecticut
$770K
SRC
950
Shufro Rose & Co
New York
$767K

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.