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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
FM
1151
Family Management
New York
$449K
FT
1152
Fiduciary Trust
Massachusetts
$449K -$14.8K -103 -3%
BONH
1153
Bank of New Hampshire
New Hampshire
$448K -$48.1K -335 -10%
UB
1154
UMB Bank
Missouri
$446K -$842K -5,866 -66%
BFPW
1155
BOK Financial Private Wealth
Colorado
$444K +$2.58K +18 +0.6%
CS
1156
Cannell & Spears
New York
$441K
I
1157
INVST
Indiana
$433K +$153K +1,066 +56%
AWM
1158
Aprio Wealth Management
Georgia
$432K +$52.8K +368 +14%
BBPWM
1159
Blue Bell Private Wealth Management
Pennsylvania
$429K -$34.7K -242 -8%
CWA
1160
Continuum Wealth Advisors
New York
$428K
SL
1161
SWMG LLC
Texas
$426K +$43.5K +303 +12%
Optiver Holding
1162
Optiver Holding
Netherlands
$426K +$414K +2,885 New
ECM
1163
Exchange Capital Management
Michigan
$425K -$35.1K -245 -8%
CTA
1164
Colonial Trust Advisors
South Carolina
$424K +$287 +2 +0.1%
MWM
1165
Modera Wealth Management
New Jersey
$419K +$2.29K +16 +0.6%
SAI
1166
Savvy Advisors Inc
New York
$419K +$407K +2,835 New
AWAG
1167
ARS Wealth Advisors Group
Florida
$418K +$406K +2,832 New
PWP
1168
Private Wealth Partners
California
$417K +$143 +1 +0%
BC
1169
Belmont Capital
California
$413K
ACM
1170
Avalon Capital Management
California
$413K -$1K -7 -0.2%
IIA
1171
Integral Investment Advisors
California
$412K +$401K +2,792 New
CWM
1172
Calamos Wealth Management
Illinois
$411K
ACA
1173
Affinity Capital Advisors
California
$411K -$124K -866 -24%
FA
1174
Fountainhead AM
New Jersey
$411K +$73K +509 +22%
1WM
1175
1900 Wealth Management
Texas
$410K +$24.4K +170 +7%

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.