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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
WIA
1176
Wetzel Investment Advisors
Indiana
$435K -$126K -829 -23%
BC
1177
Belmont Capital
California
$434K +$11.5K +76 +3%
WC
1178
Whitney & Co
New York
$434K +$47.3K +312 +12%
SAG
1179
SageView Advisory Group
California
$433K -$176K -1,159 -29%
FA
1180
Flagstar Advisors
New York
$430K +$47K +310 +12%
CFG
1181
Cooper Financial Group
California
$430K -$16.8K -111 -4%
CFO
1182
CVA Family Office
Colorado
$430K +$4.85K +32 +1%
SI
1183
Saxon Interests
Texas
$430K +$455 +3 +0.1%
EWM
1184
Empirical Wealth Management
Washington
$429K -$35.9K -237 -8%
CWM
1185
Calamos Wealth Management
Illinois
$428K
MPWT
1186
MassMutual Private Wealth & Trust
Connecticut
$428K +$15K +99 +4%
SWM
1187
SeaCrest Wealth Management
New York
$425K -$6.82K -45 -2%
NPT
1188
Nixon Peabody Trust
Massachusetts
$424K +$417K +2,750 New
KIG
1189
Kowal Investment Group
Wisconsin
$423K +$5.91K +39 +1%
GWA
1190
Geometric Wealth Advisors
District of Columbia
$423K
PFP
1191
Paragon Financial Partners
California
$420K +$1.06K +7 +0.3%
T
1192
TNF
Montana
$419K +$152 +1 +0%
YIH
1193
Y-Intercept (HK)
Hong Kong
$417K +$410K +2,707 New
SIM
1194
Sterling Investment Management
Arizona
$416K -$2.88K -19 -0.7%
JGC
1195
J. Goldman & Co
New York
$414K -$12.3M -81,404 -97%
NCM
1196
NCM Capital Management
New Jersey
$413K
HAM
1197
Harmony Asset Management
Arizona
$412K +$83.4K +550 +26%
FAT
1198
First American Trust
California
$410K +$110K +727 +38%
TPW
1199
Talon Private Wealth
Florida
$410K +$403K +2,661 New
SP
1200
Sequent Planning
Nebraska
$407K +$21.2K +140 +6%

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.