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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
NFSG
1101
Newbridge Financial Services Group
Florida
$513K -$224K -1,562 -31%
EWM
1102
Elevatus Welath Management
New York
$512K +$143 +1 +0%
BW
1103
Bison Wealth
Georgia
$510K -$1.44K -10 -0.3%
WA
1104
Wealth Alliance
New York
$509K +$41.7K +291 +9%
AFAS
1105
Acorn Financial Advisory Services
Virginia
$509K +$78.3K +546 +19%
WSCM
1106
Wellington Shields Capital Management
New York
$508K +$237K +1,650 +92%
SSWM
1107
Sheets Smith Wealth Management
North Carolina
$504K +$62.1K +433 +15%
RWM
1108
Ritholtz Wealth Management
New York
$503K -$16.4K -114 -3%
SWA
1109
SOA Wealth Advisors
New York
$502K -$10.2K -71 -2%
UWM
1110
USAdvisors Wealth Management
Minnesota
$499K -$496K -3,454 -51%
MPCL
1111
My Personal CFO LLC
Washington
$495K -$5.31K -37 -1%
SXL
1112
Summit X LLC
Missouri
$495K +$109K +761 +29%
WIA
1113
Wetzel Investment Advisors
Indiana
$492K -$23.2K -162 -4%
CAL
1114
Capital Advisors Ltd
Ohio
$491K +$77.3K +539 +19%
WPC
1115
Wedmont Private Capital
Pennsylvania
$491K -$287 -2 -0.1%
UFF
1116
USA Financial Formulas
Michigan
$490K -$95.1K -663 -17%
MA
1117
Montag & Associates
Georgia
$487K
VC
1118
Vicus Capital
Pennsylvania
$484K +$1.29K +9 +0.3%
JGC
1119
J. Goldman & Co
New York
$481K +$467K +3,257 New
CWM
1120
Centric Wealth Management
Illinois
$479K -$3.87K -27 -0.8%
APW
1121
Aurora Private Wealth
New Jersey
$478K -$98.6K -687 -17%
BBWP
1122
Beacon Bridge Wealth Partners
Pennsylvania
$478K +$78.5K +547 +20%
HCM
1123
Highview Capital Management
Illinois
$477K
JSC
1124
Jackson Square Capital
California
$476K
NRI
1125
NFP Retirement Inc
California
$475K +$461K +3,216 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.