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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
CFS
1101
CRA Financial Services
New Jersey
$539K +$303 +2 +0.1%
FCG
1102
Fielder Capital Group
Tennessee
$538K
EFM
1103
Eley Financial Management
Vermont
$535K
OCM
1104
One Capital Management
California
$535K -$279K -1,843 -35%
CLOS
1105
Compagnie Lombard Odier SCmA
Switzerland
$534K +$510K +3,365 +3,365%
SW
1106
SkyOak Wealth
Michigan
$528K -$40.2K -265 -7%
UFA
1107
US Financial Advisors
Massachusetts
$524K -$59K -389 -10%
RFA
1108
Rollins Financial Advisors
New York
$523K -$53.8K -355 -9%
JAG
1109
Journey Advisory Group
Kentucky
$522K
SLC
1110
Second Line Capital
Louisiana
$519K -$32.7K -216 -6%
SFC
1111
Strategic Financial Concepts
Texas
$518K -$75.3M -496,634 -99%
WPC
1112
Wedmont Private Capital
Pennsylvania
$518K +$758 +5 +0.1%
MPCL
1113
My Personal CFO LLC
Washington
$518K +$909 +6 +0.2%
UB
1114
UMB Bank
Missouri
$518K -$3.03K -20 -0.6%
WA
1115
Wealth Alliance
New York
$515K -$15.5K -102 -3%
IAMOG
1116
Investors Asset Management of Georgia
Georgia
$514K -$3.67M -24,239 -88%
CAL
1117
Capital Advisors Ltd
Ohio
$512K +$152 +1 +0%
VC
1118
Vicus Capital
Pennsylvania
$507K +$1.21K +8 +0.2%
SSWM
1119
Sheets Smith Wealth Management
North Carolina
$507K +$4.55K +30 +0.9%
CFCI
1120
Comprehensive Financial Consultants Institutional
Indiana
$506K -$75.8K -500 -13%
DP
1121
DDD Partners
Washington
$505K +$25K +165 +5%
SXL
1122
Summit X LLC
Missouri
$504K -$27.7K -183 -5%
MWP
1123
Moller Wealth Partners
$504K -$16.2K -107 -3%
BOH
1124
Bank of Hawaii
Hawaii
$501K
ACM
1125
Advisors Capital Management
New Jersey
$501K -$73.7K -486 -13%

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.