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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
SCM
1201
Sebold Capital Management
Illinois
$407K -$9.7K -64 -2%
ECM
1202
Exchange Capital Management
Michigan
$407K -$24.3K -160 -6%
KFS
1203
Kaizen Financial Strategies
California
$405K
CWP
1204
Core Wealth Partners
California
$404K +$1.06K +7 +0.3%
LA
1205
LexAurum Advisors
Kansas
$403K
FHC
1206
First Heartland Consultants
Missouri
$402K -$68.4K -451 -15%
NMM
1207
Naples Money Management
Florida
$401K -$17K -112 -4%
HIM
1208
Hanlon Investment Management
New Jersey
$401K +$395K +2,603 New
NRG
1209
Nemes Rush Group
Michigan
$400K +$168K +1,110 +70%
FTWA
1210
Fifth Third Wealth Advisors
Ohio
$395K +$10.6K +70 +3%
CTA
1211
Colonial Trust Advisors
South Carolina
$394K -$8.79K -58 -2%
PCS
1212
Private Client Services
Kentucky
$392K -$37.4K -247 -9%
CHC
1213
City Holding Co
West Virginia
$391K +$1.21K +8 +0.3%
PBK
1214
Peoples Bank (Kansas)
Kansas
$389K
TVAMP
1215
Tennessee Valley Asset Management Partners
Tennessee
$388K -$758 -5 -0.2%
WCM
1216
Whitener Capital Management
North Carolina
$387K -$20.3K -134 -5%
LA
1217
Lifeworks Advisors
Michigan
$386K -$455 -3 -0.1%
KWS
1218
Keystone Wealth Services
California
$385K -$32.1K -212 -8%
1WM
1219
1900 Wealth Management
Texas
$384K -$22.1K -146 -6%
GWP
1220
Gateway Wealth Partners
Wisconsin
$384K -$59K -389 -13%
RMAM
1221
Raab & Moskowitz Asset Management
New Jersey
$384K +$5.91K +39 +2%
Luther King Capital Management (LKCM)
1222
Luther King Capital Management (LKCM)
Texas
$380K
PWG
1223
Private Wealth Group
Florida
$378K
RCS
1224
Retirement Capital Strategies
California
$378K
GFG
1225
Greystone Financial Group
Michigan
$377K -$340K -2,244 -48%

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.