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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
VCA
951
Verdence Capital Advisors
Maryland
$728K -$10.5K -73 -1%
PFA
952
Peak Financial Advisors
Colorado
$726K +$705K +4,915 New
NAS
953
NWF Advisory Services
California
$724K +$223K +1,553 +46%
SFG
954
Summit Financial Group
West Virginia
$722K +$3.59K +25 +0.5%
EHC
955
Everett Harris & Co
California
$720K
PCA
956
Providence Capital Advisors
North Carolina
$719K +$14.5K +101 +2%
SAW
957
Signal Advisors Wealth
Michigan
$719K +$161K +1,122 +30%
IAS
958
Investment Advisory Services
Texas
$717K +$143 +1 +0%
APIM
959
Agate Pass Investment Management
Washington
$710K
IP
960
Intellectus Partners
California
$710K +$36.3K +253 +6%
CC
961
Cypress Capital
Tennessee
$709K -$15.1K -105 -2%
ATC
962
Argent Trust Co
Tennessee
$709K -$49.5K -345 -7%
VFA
963
Voya Financial Advisors
Connecticut
$708K -$29.8K -208 -4%
SFP
964
Shepherd Financial Partners
Massachusetts
$707K +$67.9K +473 +11%
RFA
965
RTD Financial Advisors
Pennsylvania
$707K -$23.8K -166 -3%
KCFA
966
Key Client Fiduciary Advisors
New Jersey
$706K -$39.7K -277 -5%
LIM
967
Leavell Investment Management
Alabama
$706K +$685K +4,777 New
CIM
968
Contravisory Investment Management
Massachusetts
$702K -$355K -2,477 -34%
HT
969
Headlands Technologies
Illinois
$696K +$676K +4,713 New
BCV
970
Banque Cantonale Vaudoise
Switzerland
$696K -$91.8K -640 -12%
TI
971
tru Independence
Oregon
$694K -$986K -6,872 -59%
JAG
972
Journey Advisory Group
Kentucky
$691K -$21.5K -150 -3%
SLC
973
Second Line Capital
Louisiana
$690K -$306K -2,134 -31%
GEA
974
Glen Eagle Advisors
New Jersey
$690K
CWM
975
Collaborative Wealth Management
Florida
$690K -$6.03K -42 -0.9%

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.