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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
GWM
1076
Greenwich Wealth Management
Connecticut
$548K -$35.6K -248 -6%
P
1077
Pitcairn
Pennsylvania
$543K -$35.4K -247 -6%
CA
1078
Crewe Advisors
Utah
$542K +$31.4K +219 +6%
VPP
1079
Vertex Planning Partners
Illinois
$539K
VFA
1080
Valeo Financial Advisors
Indiana
$537K +$132K +923 +32%
CM
1081
Columbus Macro
Pennsylvania
$536K +$62.1K +433 +14%
SSW
1082
Stone Summit Wealth
Florida
$536K +$21.7K +151 +4%
DFG
1083
Delta Financial Group
New Jersey
$535K +$3.44K +24 +0.7%
TPI
1084
Trust Point Inc
Wisconsin
$535K
WWM
1085
Waterway Wealth Management
Texas
$533K -$643K -4,479 -55%
KAS
1086
KPP Advisory Services
Kentucky
$532K +$517K +3,604 New
ACM
1087
Advisors Capital Management
New Jersey
$532K +$49.9K +348 +11%
KFS
1088
Kaizen Financial Strategies
California
$532K
3AM
1089
3EDGE Asset Management
Florida
$532K +$516K +3,598 New
GWS
1090
Glassman Wealth Services
Virginia
$530K +$4.88K +34 +1%
JWBC
1091
J.W. Burns & Co
New York
$530K +$118K +823 +30%
CL
1092
Choreo LLC
Illinois
$527K +$84.4K +588 +20%
CT
1093
Cambridge Trust
Massachusetts
$526K -$1.27M -8,825 -71%
FA
1094
Fortis Advisors
Pennsylvania
$524K +$107K +743 +27%
BLC
1095
Brown, Lisle/Cummings
Rhode Island
$521K
MCP
1096
Mirador Capital Partners
California
$519K -$2.01K -14 -0.4%
PWP
1097
Pursue Wealth Partners
California
$517K
Walleye Capital
1098
Walleye Capital
New York
$517K +$502K +3,500 New
FCG
1099
Fielder Capital Group
Tennessee
$516K
EFM
1100
Eley Financial Management
Vermont
$514K

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.