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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
BCP
976
Berkeley Capital Partners
Georgia
$689K -$280K -1,952 -30%
WCF
977
West Coast Financial
California
$688K +$86.1K +600 +15%
CCM
978
Chilton Capital Management
Texas
$683K +$1.15K +8 +0.2%
SAM
979
Sequent Asset Management
Texas
$682K
CIA
980
Cladis Investment Advisory
Montana
$681K +$89.7K +625 +16%
ANBT
981
American National Bank & Trust
Texas
$677K +$574K +4,000 +688%
MWA
982
Meridian Wealth Advisors
Texas
$676K
NCM
983
Noesis Capital Mangement
Florida
$675K -$15.1K -105 -2%
CJFS
984
Coulter & Justus Financial Services
Tennessee
$675K +$655K +4,567 New
FTA
985
Financial & Tax Architects
Missouri
$674K -$69K -481 -10%
MSFS
986
Main Street Financial Solutions
Pennsylvania
$670K +$15.6K +109 +2%
EPM
987
Elm Partners Management
Pennsylvania
$668K +$224K +1,558 +53%
OC
988
Opinicus Capital
Florida
$667K +$88.2K +615 +16%
FI
989
Financial Insights
Washington
$667K -$23.4K -163 -3%
MFIM
990
Mesirow Financial Investment Management
Illinois
$666K +$11.3K +79 +2%
AT
991
Arlington Trust
Alabama
$665K -$27.7K -193 -4%
OCM
992
Orleans Capital Management
Louisiana
$665K -$966K -6,735 -60%
SFM
993
Signet Financial Management
New Jersey
$665K -$1.16M -8,092 -64%
S
994
SignatureFD
Georgia
$663K +$134K +937 +26%
Empower Advisory Group
995
Empower Advisory Group
Colorado
$663K -$40.9K -285 -6%
CNWM
996
Clay Northam Wealth Management
California
$662K +$19.8K +138 +3%
PCMF
997
Private Capital Management (Florida)
Florida
$660K -$21.2K -148 -3%
RPWA
998
Regent Peak Wealth Advisors
Georgia
$655K +$42.6K +297 +7%
QCM
999
QRG Capital Management
Illinois
$654K -$861 -6 -0.1%
WAM
1000
Worth Asset Management
Texas
$653K +$635K +4,423 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.