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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
CTB
101
Country Trust Bank
Illinois
$32.2M +$2.51M +17,514 +9%
GG
102
Greenwood Gearhart
Arkansas
$31.2M +$522K +3,638 +2%
TLIC
103
Taiyo Life Insurance Company
Japan
$31M -$19.6M -136,500 -39%
AA
104
ALPS Advisors
Colorado
$30.3M -$3.94M -27,484 -12%
FSC
105
Full Sail Capital
Oklahoma
$30.3M +$1.53M +10,640 +5%
TF
106
Trek Financial
Arizona
$29.5M +$5.78M +40,303 +25%
MCM
107
MAI Capital Management
Ohio
$29.4M +$345K +2,403 +1%
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$29.4M +$187K +1,302 +0.7%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$27.2M +$3.47M +24,220 +15%
KAS
110
Kestra Advisory Services
Texas
$27.2M +$3.11M +21,702 +13%
DC
111
Davenport & Co
Virginia
$27M +$411K +2,863 +2%
BHB
112
Bank Hapoalim BM
Israel
$26.9M +$2.69M +18,784 +12%
YLHM
113
Yelin Lapidot Holdings Management
Israel
$26.7M
NA
114
NewEdge Advisors
Louisiana
$26.3M -$10M -69,871 -28%
SAM
115
SP Asset Management
California
$26.1M -$75.7K -528 -0.3%
GLLW
116
Graves Light Lenhart Wealth
Virginia
$26.1M -$1.57M -10,917 -6%
AWS
117
Atria Wealth Solutions
New York
$24.6M +$2.26M +15,748 +10%
Hudson Bay Capital Management
118
Hudson Bay Capital Management
Connecticut
$24.1M +$23.4M +163,250 New
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$23.9M -$669K -4,661 -3%
CAM
120
Cresset Asset Management
Illinois
$23.6M +$5.8M +40,464 +34%
FIB
121
First Interstate Bank
Montana
$23.1M -$1.17M -8,165 -5%
AIC
122
Ayalon Insurance Company
Israel
$22.3M +$6.39M +44,562 +42%
BHWM
123
Bar Harbor Wealth Management
New Hampshire
$22.3M -$253K -1,766 -1%
BWM
124
Biltmore Wealth Management
Arizona
$22.2M
IA
125
IMZ Advisory
Florida
$22M -$390K -2,717 -2%

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.