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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
FIA
76
Foundations Investment Advisors
Arizona
$42.6M +$2.32M +16,151 +6%
TAS
77
TIFF Advisory Services
Pennsylvania
$42.3M
KHLMVGHM
78
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$41.6M
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$41.5M +$6.7M +46,684 +20%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$41M -$6.86M -47,791 -15%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$40.6M +$3.3M +23,029 +9%
TWC
82
TD Waterhouse Canada
Ontario, Canada
$40.2M +$3.32M +23,152 +9%
UCFA
83
United Capital Financial Advisors
Texas
$39.8M -$2.01M -14,039 -5%
ST
84
Spinnaker Trust
Maine
$39M -$660K -4,601 -2%
PPFA
85
Provida Pension Fund Administrator
Chile
$38.3M +$34.2M +238,265 +1,136%
SOMRS
86
State of Michigan Retirement System
Michigan
$37.8M +$789K +5,500 +2%
Mariner
87
Mariner
Kansas
$37.2M -$121K -844 -0.3%
N
88
Natixis
France
$36.9M -$43.5M -303,014 -55%
BFG
89
Bouchey Financial Group
New York
$35.3M +$117K +816 +0.3%
MIA
90
MMBG Investment Advisors
Florida
$35.1M +$286K +1,995 +0.8%
WBG
91
Wharton Business Group
Pennsylvania
$34.9M -$3.73M -25,990 -10%
CA
92
Cetera Advisors
Colorado
$34.7M +$7.77M +54,163 +30%
MM
93
Main Management
California
$34.1M -$1.18M -8,198 -3%
AAS
94
Avantax Advisory Services
Texas
$33.6M +$3.11M +21,691 +11%
Two Sigma Advisers
95
Two Sigma Advisers
New York
$32.9M +$32M +222,800 New
BWFA
96
Baltimore-Washington Financial Advisors
Maryland
$32.8M +$1.03M +7,194 +3%
MTWSIF
97
Mivtachim The Workers Social Insurance Fund
Israel
$32.7M -$15.5M -108,000 -33%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$32.6M -$3.65M -25,442 -10%
GL
99
Graypoint LLC
New York
$32.5M +$1.08M +7,548 +4%
ADEF
100
Adams Diversified Equity Fund
Maryland
$32.3M +$31.3M +218,500 New

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.