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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
TFS
1151
Thoroughbred Financial Services
Tennessee
$465K +$10.8K +71 +2%
KWM
1152
Kaydan Wealth Management
Michigan
$464K
SL
1153
SWMG LLC
Texas
$464K +$1.36K +9 +0.3%
MUAMU
1154
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$462K +$455K +3,000 New
S
1155
SignatureFD
Georgia
$462K -$22.4K -148 -5%
PCWA
1156
Pacific Capital Wealth Advisors
California
$460K
CS
1157
Cannell & Spears
New York
$459K
RSA
1158
River Street Advisors
Illinois
$457K
RWM
1159
Ritholtz Wealth Management
New York
$457K -$71.4K -471 -14%
TDC
1160
Thompson Davis & Co
Virginia
$455K +$447K +2,952 New
SAI
1161
Savvy Advisors Inc
New York
$453K -$5.3K -35 -1%
PFA
1162
Pinnacle Family Advisors
Missouri
$452K +$445K +2,934 New
AWG
1163
Altus Wealth Group
Colorado
$451K -$1.25M -8,230 -74%
TWP
1164
Tyche Wealth Partners
Texas
$451K +$2.27K +15 +0.5%
UFF
1165
USA Financial Formulas
Michigan
$451K -$909 -6 -0.2%
JSL
1166
JT Stratford LLC
Georgia
$450K -$7.12K -47 -2%
FCA
1167
Fortis Capital Advisors
Kansas
$449K -$19.6K -129 -4%
OFA
1168
Oak Family Advisors
Illinois
$447K -$3.25M -21,467 -88%
NC
1169
NovaPoint Capital
Georgia
$446K +$49K +323 +13%
DCM
1170
Donaldson Capital Management
Indiana
$446K -$36.7K -242 -8%
AAMA
1171
Advanced Asset Management Advisors
Ohio
$445K
RW
1172
REDW Wealth
New Mexico
$442K
RWS
1173
Resolute Wealth Strategies
Mississippi
$441K -$19.4K -128 -4%
TCOO
1174
Trust Company of Oklahoma
Oklahoma
$439K +$60.5K +399 +16%
AWAG
1175
ARS Wealth Advisors Group
Florida
$437K +$6.52K +43 +2%

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.