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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
RIS
1176
Retirement Income Solutions
Michigan
$410K +$398K +2,773 New
FFM
1177
Forum Financial Management
Illinois
$410K -$4.3K -30 -1%
AWA
1178
Alta Wealth Advisors
Massachusetts
$410K +$3.01K +21 +0.8%
PCS
1179
Private Client Services
Kentucky
$408K -$273K -1,906 -41%
VCM
1180
Vivaldi Capital Management
Illinois
$408K +$37.4K +261 +10%
SI
1181
Saxon Interests
Texas
$408K -$1.79M -12,460 -82%
CAL
1182
Capital Analysts LLC
Pennsylvania
$408K -$47.1K -328 -11%
CFO
1183
CVA Family Office
Colorado
$408K
TPSF
1184
Texas Permanent School Fund
Texas
$404K
PWG
1185
Private Wealth Group
Florida
$402K +$38.4K +268 +11%
FPB
1186
First PREMIER Bank
South Dakota
$402K -$7.46K -52 -2%
PFP
1187
Paragon Financial Partners
California
$402K +$287 +2 +0.1%
EAM
1188
Empirical Asset Management
Massachusetts
$400K +$24.7K +172 +7%
NRG
1189
Nemes Rush Group
Michigan
$400K +$41.3K +288 +12%
CCM
1190
Cullen Capital Management
New York
$399K -$32.6M -226,915 -99%
CFG
1191
Carr Financial Group
Massachusetts
$396K +$19.4K +135 +5%
NCM
1192
NCM Capital Management
New Jersey
$396K
RWS
1193
Resolute Wealth Strategies
Mississippi
$395K +$118K +823 +44%
T
1194
TNF
Montana
$395K +$5.31K +37 +1%
CHC
1195
City Holding Co
West Virginia
$393K +$1.44K +10 +0.4%
KIG
1196
Kowal Investment Group
Wisconsin
$390K -$2.73K -19 -0.7%
WC
1197
Whitney & Co
New York
$390K -$111K -773 -23%
NC
1198
NovaPoint Capital
Georgia
$389K +$9.18K +64 +2%
JWM
1199
JPL Wealth Management
Colorado
$388K +$91.1K +635 +32%
RZH
1200
Relyea Zuckerberg Hanson
Connecticut
$388K -$36.2K -252 -9%

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.