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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
TA
1001
TrueWealth Advisors
Alabama
$653K +$27K +188 +4%
SFA
1002
Source Financial Advisors
New York
$650K -$438K -3,051 -41%
KLCM
1003
KG&L Capital Management
Louisiana
$649K -$18.4K -128 -3%
GAB
1004
German American Bancorp
Indiana
$646K -$4.38M -30,519 -87%
BWM
1005
Bulltick Wealth Management
Florida
$645K -$11.8K -82 -2%
RIA
1006
RPG Investment Advisory
California
$645K +$31.6K +220 +5%
CFD
1007
Creative Financial Designs
Indiana
$639K +$204K +1,423 +49%
LWM
1008
Lodestone Wealth Management
Washington
$638K -$430 -3 -0.1%
DWS
1009
Dynamic Wealth Strategies
California
$636K +$317K +2,213 +106%
SHA
1010
Seneca House Advisors
Virginia
$632K -$3.87K -27 -0.6%
MF
1011
Meridian Financial
Massachusetts
$631K +$3.01K +21 +0.5%
LCM
1012
Lunt Capital Management
Utah
$630K -$13.5K -94 -2%
CWM
1013
Chicago Wealth Management
Illinois
$627K -$23.2K -162 -4%
MWM
1014
Mission Wealth Management
California
$627K +$609K +4,243 New
KF
1015
KKM Financial
Illinois
$627K
ACG
1016
Allen Capital Group
Nebraska
$625K
BWM
1017
BCS Wealth Management
Tennessee
$619K +$132K +923 +28%
GJWM
1018
Gilliland Jeter Wealth Management
Arkansas
$616K -$74.2K -517 -11%
WJWM
1019
Williams Jones Wealth Management
New York
$613K +$214K +1,491 +56%
PSF
1020
Pacific Sun Financial
California
$611K -$11.5K -80 -2%
PFA
1021
Pure Financial Advisors
California
$610K +$31.4K +219 +6%
PCG
1022
Prosperity Consulting Group
Maryland
$608K +$111K +772 +23%
WAS
1023
Wealth Advisory Solutions
Indiana
$607K -$73.9K -515 -11%
AFP
1024
Ausdal Financial Partners
Iowa
$607K +$86.4K +602 +17%
FPGK
1025
Financial Partners Group (Kansas)
Kansas
$606K +$717 +5 +0.1%

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.