We are live on ! Find out more
XLV icon

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
CNWM
1001
Clay Northam Wealth Management
California
$685K -$5.3K -35 -0.8%
TI
1002
tru Independence
Oregon
$683K +$39.1K +258 +6%
PSF
1003
Pacific Sun Financial
California
$682K +$14.4K +95 +2%
SLWA
1004
San Luis Wealth Advisors
California
$680K -$200K -1,318 -23%
PCMF
1005
Private Capital Management (Florida)
Florida
$679K +$606 +4 +0.1%
TA
1006
TrueWealth Advisors
Alabama
$678K +$15.5K +102 +2%
JCFM
1007
JBR Co Financial Management
Oklahoma
$673K -$146K -963 -18%
IPAM
1008
Investment Partners Asset Management
New Jersey
$673K +$60.6K +400 +10%
NRS
1009
Neville Rodie & Shaw
New York
$672K +$661K +4,364 New
FFA
1010
Fairfield Financial Advisors
Massachusetts
$667K -$110K -724 -14%
FLPIM
1011
F.L. Putnam Investment Management
Massachusetts
$664K +$80.8K +533 +14%
CWM
1012
Chicago Wealth Management
Illinois
$664K -$2.27K -15 -0.3%
CCM
1013
Coldstream Capital Management
Washington
$661K +$42.7K +282 +7%
I
1014
INVST
Indiana
$660K +$174K +1,150 +37%
DWS
1015
Dynamic Wealth Strategies
California
$654K -$31.8K -210 -5%
KF
1016
KKM Financial
Illinois
$653K
EDRH
1017
Edmond de Rothschild Holding
Switzerland
$653K -$1.52K -10 -0.2%
ACG
1018
Allen Capital Group
Nebraska
$653K
3AM
1019
3EDGE Asset Management
Florida
$652K +$22.6K +149 +4%
Tudor Investment Corp
1020
Tudor Investment Corp
Connecticut
$651K +$641K +4,229 New
CCA
1021
Childress Capital Advisors
Texas
$647K
GJWM
1022
Gilliland Jeter Wealth Management
Arkansas
$647K +$2.88K +19 +0.5%
PFA
1023
Pure Financial Advisors
California
$643K +$3.18K +21 +0.5%
SC
1024
Sapient Capital
Indiana
$640K +$1.52K +10 +0.2%
CPIG
1025
Chicago Partners Investment Group
Illinois
$639K +$1.06K +7 +0.2%

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.