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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
FFA
1051
Farther Finance Advisors
California
$578K +$32.9K +229 +6%
1CP
1052
17 Capital Partners
Arizona
$577K -$8.75K -61 -2%
BFW
1053
Brady Family Wealth
Missouri
$576K
UFA
1054
US Financial Advisors
Massachusetts
$572K +$20.9K +146 +4%
LA
1055
Lynch & Associates
Indiana
$572K
SS
1056
Sunbelt Securities
Texas
$567K +$31.6K +220 +6%
CDH
1057
Charles D. Hyman
$567K
PFM
1058
Peak Financial Management
Massachusetts
$567K -$18.6K -130 -3%
RW
1059
REDW Wealth
New Mexico
$566K +$204K +1,421 +59%
SW
1060
SkyOak Wealth
Michigan
$564K -$13.1K -91 -2%
SC
1061
Savant Capital
Illinois
$561K +$22.1K +154 +4%
CFCI
1062
Comprehensive Financial Consultants Institutional
Indiana
$559K +$131K +913 +32%
ERIM
1063
Eagle Ridge Investment Management
Connecticut
$559K
HR
1064
Howe & Rusling
New York
$558K +$235K +1,635 +76%
PWMAG
1065
Pinnacle Wealth Management Advisory Group
New Jersey
$558K -$10K -70 -2%
CB
1066
Community Bank
New York
$558K +$1K +7 +0.2%
FMWA
1067
Forvis Mazars Wealth Advisors
Missouri
$557K -$21.9K -153 -4%
BWP
1068
Balboa Wealth Partners
Arizona
$555K -$149K -1,038 -22%
TFP
1069
Traction Financial Partners
Wyoming
$555K -$205K -1,427 -27%
FWM
1070
Foguth Wealth Management
Michigan
$555K +$539K +3,755 New
FHC
1071
First Heartland Consultants
Missouri
$554K +$17.5K +122 +3%
ACP
1072
Aviance Capital Partners
Florida
$552K +$230K +1,600 +75%
PCM
1073
Parsons Capital Management
Rhode Island
$551K +$22.8K +159 +4%
EWM
1074
Empirical Wealth Management
Washington
$550K -$114K -798 -18%
MGIA
1075
Matthew Goff Investment Advisor
Texas
$550K +$534K +3,721 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.