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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
BWP
951
Balboa Wealth Partners
Arizona
$765K -$5.3K -35 -0.7%
PIA
952
Panoramic Investment Advisors
Colorado
$762K +$750K +4,950 New
CCM
953
Chilton Capital Management
Texas
$762K -$10.9K -72 -1%
FI
954
Financial Insights
Washington
$760K +$106K +700 +17%
OC
955
Opinicus Capital
Florida
$759K +$6.06K +40 +0.8%
AWA
956
Arete Wealth Advisors
Illinois
$757K -$46.4K -306 -6%
BFS
957
Bradley Foster & Sargent
Connecticut
$755K +$4.55K +30 +0.6%
HR
958
Howe & Rusling
New York
$754K +$100K +662 +16%
TCMP
959
Thrive Capital Management (Pennsylvania)
Pennsylvania
$754K -$102K -674 -12%
NAS
960
NWF Advisory Services
California
$752K +$758 +5 +0.1%
CPA
961
Court Place Advisors
Maryland
$752K -$60.5K -399 -8%
EHC
962
Everett Harris & Co
California
$751K
MWM
963
Mission Wealth Management
California
$743K +$99.7K +658 +16%
HFW
964
Horizon Family Wealth
Illinois
$739K -$64.4K -425 -8%
ATC
965
Adirondack Trust Company
New York
$738K +$41.5K +274 +6%
CICC
966
Capital Investment Counsel (Colorado)
Colorado
$737K +$140K +924 +24%
RFA
967
RTD Financial Advisors
Pennsylvania
$737K
SFP
968
Shepherd Financial Partners
Massachusetts
$736K +$15.2K +100 +2%
BB
969
Burford Brothers
Texas
$734K -$210K -1,387 -23%
APIM
970
Agate Pass Investment Management
Washington
$734K -$16.8K -111 -2%
EPM
971
Elm Partners Management
Pennsylvania
$733K +$273K +1,798 +61%
SCM
972
Stevens Capital Management
Pennsylvania
$730K +$718K +4,740 New
AT
973
Arlington Trust
Alabama
$730K
PG
974
Patten Group
Tennessee
$730K -$20K -132 -3%
IP
975
Intellectus Partners
California
$727K -$21.2K -140 -3%

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.