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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
GBWM
1026
Granite Bay Wealth Management
New Hampshire
$639K +$22.9K +151 +4%
SAF
1027
Smith Anglin Financial
Texas
$634K -$444K -2,926 -42%
FPGK
1028
Financial Partners Group (Kansas)
Kansas
$634K +$909 +6 +0.1%
RPWA
1029
Regent Peak Wealth Advisors
Georgia
$633K -$303 -2 -0%
FTA
1030
Financial & Tax Architects
Missouri
$631K -$48.4K -319 -7%
BWM
1031
BCS Wealth Management
Tennessee
$628K +$31.5K +208 +5%
KLCM
1032
KG&L Capital Management
Louisiana
$625K -$11.2K -74 -2%
GAB
1033
German American Bancorp
Indiana
$624K +$60.6K +400 +11%
FPAS
1034
Focus Partners Advisor Solutions
Missouri
$624K +$113K +745 +23%
VCA
1035
Verdence Capital Advisors
Maryland
$621K -$120K -793 -16%
MC
1036
Montag & Caldwell
Georgia
$621K -$4.85K -32 -0.8%
MGWM
1037
Marks Group Wealth Management
Minnesota
$621K
AFP
1038
Ausdal Financial Partners
Iowa
$620K -$13.2K -87 -2%
ERWM
1039
Elk River Wealth Management
Colorado
$619K
FCA
1040
FLC Capital Advisors
California
$616K
RIA
1041
RPG Investment Advisory
California
$615K -$54.4K -359 -8%
WAS
1042
Wealth Advisory Solutions
Indiana
$615K -$21.2K -140 -3%
AWE
1043
Avidian Wealth Enterprises
Texas
$613K +$49.4K +326 +9%
CWM
1044
Collaborative Wealth Management
Florida
$612K +$63.4K +418 +12%
OCM
1045
Orleans Capital Management
Louisiana
$610K +$7.58K +50 +1%
PTP
1046
Platform Technology Partners
New York
$609K +$124K +818 +26%
SFA
1047
Source Financial Advisors
New York
$609K -$46.7K -308 -7%
VWM
1048
Valley Wealth Managers
New Jersey
$608K -$35.2K -232 -6%
GWM
1049
Greenwich Wealth Management
Connecticut
$608K +$35.5K +234 +6%
AIM
1050
Allen Investment Management
New York
$607K

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.