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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
HCM
1226
Howland Capital Management
Massachusetts
$377K +$1.06K +7 +0.3%
SFS
1227
Symphony Financial Services
Ohio
$376K +$29.7K +196 +8%
TPA
1228
Trivium Point Advisory
Connecticut
$376K -$423K -2,791 -52%
YDMI
1229
Y.D. More Investments
Israel
$376K -$80.3K -530 -18%
TCM
1230
Triumph Capital Management
Colorado
$375K +$369K +2,434 New
ICM
1231
Intrepid Capital Management
Florida
$373K
WAM
1232
WNY Asset Management
New York
$372K +$152 +1 +0%
IWA
1233
Icon Wealth Advisors
Texas
$371K +$365K +2,406 New
KBFS
1234
Kohmann Bosshard Financial Services
Ohio
$370K
BWA
1235
BlueSky Wealth Advisors
North Carolina
$369K
BBPWM
1236
Blue Bell Private Wealth Management
Pennsylvania
$364K -$55.9K -369 -13%
CAM
1237
Cozad Asset Management
Illinois
$364K -$3.49K -23 -1%
EFMC
1238
Empire Financial Management Company
New York
$364K -$20.5K -135 -5%
FCM
1239
Fourpath Capital Management
Oklahoma
$364K +$358K +2,364 New
CWM
1240
Castle Wealth Management
Florida
$359K -$5K -33 -1%
CA
1241
Cornerstone Advisory
Maryland
$359K +$21.8K +144 +7%
B
1242
Bensler
Washington
$359K +$75.6K +499 +27%
CWM
1243
C2C Wealth Management
Arizona
$358K
Betterment LLC
1244
Betterment LLC
New York
$358K +$1.21K +8 +0.3%
NFSG
1245
Newbridge Financial Services Group
Florida
$358K +$65K +429 +23%
SC
1246
Solstein Capital
California
$357K
WEG
1247
World Equity Group
Illinois
$357K +$141K +930 +67%
PFA
1248
Peak Financial Advisors
Colorado
$355K +$350K +2,308 New
AWM
1249
Arista Wealth Management
Nevada
$355K
RIS
1250
Retirement Income Solutions
Michigan
$353K +$30.9K +204 +10%

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.