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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
RFN
1126
RDA Financial Network
Iowa
$501K -$1.82K -12 -0.4%
MA
1127
Montag & Associates
Georgia
$501K +$14.1K +93 +3%
1CP
1128
17 Capital Partners
Arizona
$500K -$67.8K -447 -12%
SWA
1129
SOA Wealth Advisors
New York
$500K -$8.64K -57 -2%
DBRC
1130
D.B. Root & Company
Pennsylvania
$499K +$491K +3,239 New
JFGIW
1131
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$496K +$139K +915 +40%
JSC
1132
Jackson Square Capital
California
$493K -$22.7K -150 -4%
FT
1133
Fiduciary Trust
Massachusetts
$488K +$19.7K +130 +4%
MWM
1134
Modera Wealth Management
New Jersey
$487K +$64.7K +427 +16%
CB
1135
Community Bank
New York
$486K -$52K -343 -10%
AP
1136
Advisors Preferred
Maryland
$484K +$479K +3,160 New
E
1137
ETFidea
New York
$483K +$3.33K +22 +0.7%
WAM
1138
Wallington Asset Management
Indiana
$482K +$259K +1,711 +120%
SHF
1139
Safe Harbor Fiduciary
Florida
$480K +$472K +3,115 New
HR
1140
Hardy Reed
Mississippi
$475K
PCM
1141
Parsons Capital Management
Rhode Island
$474K -$17.4K -115 -4%
SSWG
1142
Seven Springs Wealth Group
Tennessee
$471K
PA
1143
Parkside Advisors
California
$471K
FA
1144
Fountainhead AM
New Jersey
$469K +$11.1K +73 +2%
SBIA
1145
Sheaff Brock Investment Advisors
Indiana
$469K -$38.3K -253 -8%
FM
1146
Family Management
New York
$468K
PWP
1147
Private Wealth Partners
California
$467K +$31.4K +207 +7%
CWM
1148
Centric Wealth Management
Illinois
$467K +$11.2K +74 +2%
HBW
1149
Hazlett, Burt & Watson
West Virginia
$466K -$14.7K -97 -3%
BONH
1150
Bank of New Hampshire
New Hampshire
$466K

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.