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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
CI
101
Clal Insurance
Israel
$28.7M
TF
102
Trek Financial
Arizona
$28.2M -$830K -5,474 -3%
APF
103
Alaska Permanent Fund
Alaska
$28.1M
SWM
104
Spire Wealth Management
Virginia
$28.1M -$1.9M -12,553 -6%
KWM
105
Kingsview Wealth Management
Oregon
$28M +$5.49M +36,245 +25%
AWS
106
Atria Wealth Solutions
New York
$27.9M +$55.8K +368 +0.2%
SG Americas Securities
107
SG Americas Securities
New York
$27.6M +$609K +4,020 +2%
YLHM
108
Yelin Lapidot Holdings Management
Israel
$27.4M -$377K -2,490 -1%
SAM
109
SP Asset Management
California
$27.2M +$31.2K +206 +0.1%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$27M +$1.74M +11,465 +7%
RFM
111
Royal Fund Management
Florida
$26.8M +$18M +118,586 +214%
Prudential Financial
112
Prudential Financial
New Jersey
$26M -$1.99M -13,123 -7%
Renaissance Technologies
113
Renaissance Technologies
New York
$25.5M +$16.9M +111,400 +205%
SC
114
Scotia Capital
Ontario, Canada
$24.9M +$2.49M +16,439 +11%
BBVA
115
Banco Bilbao Vizcaya Argentaria
Spain
$24.9M +$21.9M +144,414 +829%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$24.6M +$762K +5,030 +3%
SPIA
117
Steward Partners Investment Advisory
New York
$24.3M +$12.1M +80,034 +103%
BWM
118
Biltmore Wealth Management
Arizona
$23.7M -$1.94M -12,824 -8%
AFA
119
American Financial Advisors
Georgia
$23.4M -$459K -3,026 -2%
MASUI
120
MIRAE ASSET SECURITIES (USA) INC.
New York
$23.1M -$7.84M -51,742 -26%
TAS
121
TIFF Advisory Services
Pennsylvania
$23M
BHWM
122
Bar Harbor Wealth Management
New Hampshire
$22.7M +$15.9K +105 +0.1%
CAM
123
Cresset Asset Management
Illinois
$22.6M -$1.26M -8,331 -5%
GLLW
124
Graves Light Lenhart Wealth
Virginia
$22.5M -$4.82M -31,782 -18%
FIB
125
First Interstate Bank
Montana
$22.2M -$631K -4,160 -3%

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.