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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
TFS
1201
Thoroughbred Financial Services
Tennessee
$387K -$95.7K -667 -20%
CWP
1202
Core Wealth Partners
California
$385K +$861 +6 +0.2%
LA
1203
LexAurum Advisors
Kansas
$383K -$29.3K -204 -7%
MWA
1204
Midland Wealth Advisors
Illinois
$382K
WTC
1205
WhitTier Trust Company
Nevada
$378K -$308K -2,148 -46%
FCA
1206
Fortis Capital Advisors
Kansas
$377K +$44.6K +311 +14%
MCA
1207
MSH Capital Advisors
Arizona
$376K -$30.7K -214 -8%
SHFP
1208
Second Half Financial Partners
Florida
$376K +$365K +2,544 New
SHWM
1209
Smith & Howard Wealth Management
Georgia
$375K -$1.91M -13,343 -84%
NMM
1210
Naples Money Management
Florida
$375K -$2.22M -15,457 -86%
EFMC
1211
Empire Financial Management Company
New York
$373K +$5.88K +41 +2%
PBK
1212
Peoples Bank (Kansas)
Kansas
$373K +$5.02K +35 +1%
ACGA
1213
Atlanta Consulting Group Advisors
Georgia
$372K +$361K +2,519 New
IWA
1214
Icon Wealth Advisors
Texas
$370K +$24.4K +170 +7%
TPCW
1215
TD Private Client Wealth
New York
$369K +$103K +721 +41%
FGAM
1216
Financial Gravity Asset Management
Texas
$369K +$69.9K +487 +24%
SP
1217
Sequent Planning
Nebraska
$363K +$353K +2,459 New
TCOO
1218
Trust Company of Oklahoma
Oklahoma
$363K -$39.7K -277 -10%
RMAM
1219
Raab & Moskowitz Asset Management
New Jersey
$362K -$5.02K -35 -1%
RCS
1220
Retirement Capital Strategies
California
$362K -$527K -3,677 -60%
CWM
1221
C2C Wealth Management
Arizona
$360K
WCM
1222
Whitener Capital Management
North Carolina
$359K +$42.5K +296 +14%
ICM
1223
Intrepid Capital Management
Florida
$358K
WAM
1224
WNY Asset Management
New York
$357K +$58.4K +407 +20%
KBFS
1225
Kohmann Bosshard Financial Services
Ohio
$355K

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.