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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
WSC
1226
Wellington Shields & Co
New York
$355K +$287K +2,000 +500%
FA
1227
Flagstar Advisors
New York
$354K +$37.6K +262 +12%
PP
1228
Prudential plc
United Kingdom
$354K
CAM
1229
Cozad Asset Management
Illinois
$353K
FFG
1230
Fortem Financial Group
California
$352K -$10.8K -75 -3%
TWP
1231
Tyche Wealth Partners
Texas
$352K +$81.1K +565 +31%
CCG
1232
Capital CS Group
California
$349K +$124K +867 +58%
PG
1233
Prostatis Group
Maryland
$348K +$31K +216 +10%
SWA
1234
Strategies Wealth Advisors
Michigan
$344K +$5.45K +38 +2%
AA
1235
Addison Advisors
Vermont
$344K -$17.2K -120 -5%
EWM
1236
Executive Wealth Management
Michigan
$343K -$196K -1,363 -37%
Betterment LLC
1237
Betterment LLC
New York
$342K -$1.15K -8 -0.3%
OBWG
1238
Onyx Bridge Wealth Group
New York
$341K -$200K -1,392 -36%
TCBWMS
1239
Texas Capital Bank Wealth Management Services
Texas
$341K +$331K +2,305 New
DAM
1240
Derbend Asset Management
Georgia
$339K +$329K +2,296 New
GHAM
1241
Gilman Hill Asset Management
Connecticut
$337K -$101K -705 -24%
PWP
1242
Precedent Wealth Partners
Texas
$336K
XT
1243
XTX Topco
Cayman Islands
$336K +$326K +2,272 New
HCM
1244
Howland Capital Management
Massachusetts
$335K +$326K +2,271 New
SEP
1245
Southland Equity Partners
Missouri
$335K +$287 +2 +0.1%
DA
1246
Doliver Advisors
Texas
$334K +$2.15K +15 +0.7%
NCM
1247
Novare Capital Management
North Carolina
$334K -$133K -925 -29%
QL
1248
Quarry LP
New York
$333K +$323K +2,253 New
LA
1249
Lifeworks Advisors
Michigan
$331K +$322K +2,242 New
3F
1250
360 Financial
Minnesota
$330K -$89.4K -623 -22%

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.