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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
RFN
1126
RDA Financial Network
Iowa
$474K +$45.3K +316 +11%
SIM
1127
Sterling Investment Management
Arizona
$470K -$10K -70 -2%
BOH
1128
Bank of Hawaii
Hawaii
$469K
GC
1129
Gratus Capital
Georgia
$469K -$287 -2 -0.1%
AAMA
1130
Advanced Asset Management Advisors
Ohio
$464K -$21.9K -153 -5%
BFA
1131
Bragg Financial Advisors
North Carolina
$464K +$157K +1,097 +54%
CAM
1132
CenterStar Asset Management
Illinois
$463K +$88.7K +618 +25%
DCM
1133
Donaldson Capital Management
Indiana
$462K -$1.18M -8,202 -72%
RSA
1134
River Street Advisors
Illinois
$460K -$2.15K -15 -0.5%
E
1135
ETFidea
New York
$460K
DP
1136
DDD Partners
Washington
$460K
HBW
1137
Hazlett, Burt & Watson
West Virginia
$460K -$34.7K -242 -7%
KWS
1138
Keystone Wealth Services
California
$459K -$38K -265 -8%
SIC
1139
Sigma Investment Counselors
Michigan
$458K +$32K +223 +8%
CA
1140
Carson Advisory
Georgia
$457K +$5.74K +40 +1%
FPAS
1141
Focus Partners Advisor Solutions
Missouri
$457K +$444K +3,092 New
HR
1142
Hardy Reed
Mississippi
$456K -$57.4K -400 -11%
PS
1143
Portfolio Strategies
New York
$456K +$443K +3,086 New
LFG
1144
Larson Financial Group
Missouri
$456K +$140K +973 +46%
SC
1145
Solstein Capital
California
$455K -$183K -1,275 -29%
SSWG
1146
Seven Springs Wealth Group
Tennessee
$452K
KWM
1147
Kaydan Wealth Management
Michigan
$451K
PA
1148
Parkside Advisors
California
$451K
JSL
1149
JT Stratford LLC
Georgia
$450K +$47.5K +331 +12%
GWP
1150
Gateway Wealth Partners
Wisconsin
$450K -$132K -919 -23%

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.