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State Street Health Care Select Sector SPDR ETF

1,759 hedge funds and large institutions have $28.3B invested in State Street Health Care Select Sector SPDR ETF in 2024 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 611 increasing their positions, 662 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 176

2% more funds holding

Funds holding: 1,7281,759 (+31)

8% less repeat investments, than reductions

Existing positions increased: 611 | Existing positions reduced: 662

1.65% less ownership

Funds ownership: 73.3%71.65% (-1.7%)

7% less capital invested

Capital invested by funds: $30.6B → $28.3B (-$2.24B)

25% less funds holding in top 10

Funds holding in top 10: 11385 (-28)

26% less call options, than puts

Call options by funds: $2.05B | Put options by funds: $2.77B

Holders
1,759
Holders Change
+31
Holders Change %
+1.79%
% of All Funds
23.17%
Holding in Top 10
85
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-24.78%
% of All Funds
1.12%
New
237
Increased
611
Reduced
662
Closed
176
Calls
$2.05B
Puts
$2.77B
Net Calls
-$726M
Net Calls Change
-$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$25.5M +$384K +2,623 +1%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$24.4M +$386K +2,636 +2%
SAM
103
SP Asset Management
California
$24.4M +$157K +1,071 +0.6%
YLHM
104
Yelin Lapidot Holdings Management
Israel
$24.2M -$332K -2,270 -1%
Squarepoint
105
Squarepoint
New York
$23.4M +$7.89M +53,905 +46%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$22.8M +$4.79M +32,718 +24%
SC
107
Scotia Capital
Ontario, Canada
$22.6M +$367K +2,511 +2%
AWS
108
Atria Wealth Solutions
New York
$22.5M -$2.57M -17,546 -10%
Corient Private Wealth
109
Corient Private Wealth
Florida
$22.4M +$8.3M +56,707 +47%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$22.3M +$290K +1,982 +1%
FAC
111
Financial Advisory Corporation
Michigan
$22M +$23.4M +160,244 New
CF
112
Cantor Fitzgerald
New York
$22M +$23.4M +160,000 New
BWM
113
Biltmore Wealth Management
Arizona
$21.2M +$116K +795 +0.5%
AFA
114
American Financial Advisors
Georgia
$20.8M -$136K -926 -0.6%
KF
115
Krilogy Financial
Missouri
$20.7M +$1.79M +12,225 +9%
TAS
116
TIFF Advisory Services
Pennsylvania
$20.6M
DC
117
Davenport & Co
Virginia
$20.5M +$2.18M +14,908 +11%
EH
118
Equitable Holdings
New York
$20.1M -$8M -54,674 -27%
GLLW
119
Graves Light Lenhart Wealth
Virginia
$19.9M -$194K -1,326 -0.9%
EWM
120
Evercore Wealth Management
New York
$19.9M +$12.2M +83,141 +135%
BHWM
121
Bar Harbor Wealth Management
New Hampshire
$19.9M -$401K -2,743 -2%
IA
122
IMZ Advisory
Florida
$19.7M +$388K +2,648 +2%
1832 Asset Management
123
1832 Asset Management
Ontario, Canada
$19.5M -$40.9M -279,643 -66%
ATPW
124
Ashton Thomas Private Wealth
Arizona
$19.2M +$4.48M +30,584 +28%
OAM
125
Oppenheimer Asset Management
New York
$19.1M +$4.52M +30,862 +29%

XLV Hedge Fund Activity: Q4 2024 in Review

1,759 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q4 2024, worth a combined $28.3B — down 7.3% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new XLV positions and 176 closed out — a net gain of 61 holders — while 611 added to existing stakes and 662 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $502M. The largest seller was JP Morgan Chase, cutting an estimated $380M.

  • 1,759 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q4 2024, up from 1,728 in Q3 2024.
  • Funds reported $28.3B of State Street Health Care Select Sector SPDR ETF stock for Q4 2024, down 7.3% quarter-over-quarter.
  • 237 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q4 2024 and 176 closed out, a net change of +61 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q4 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $502M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q4 2024 was JP Morgan Chase, an estimated $380M sold.

Based on aggregated 13F filings for Q4 2024.