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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
CA
1251
Continuum Advisory
Idaho
$330K +$93K +648 +39%
R
1252
Rebalance
California
$329K +$1.15K +8 +0.4%
PFSC
1253
Peoples Financial Services Corp
Pennsylvania
$329K -$65K -453 -17%
FTWA
1254
Fifth Third Wealth Advisors
Ohio
$328K -$6.6K -46 -2%
MCA
1255
Millennium Capital Advisors
Arkansas
$327K
SWM
1256
SeaCrest Wealth Management
New York
$326K -$60.8K -424 -16%
RIA
1257
Richwood Investment Advisors
Ohio
$324K
CRC
1258
Curi RMB Capital
Illinois
$323K -$7.89K -55 -2%
CKAIS
1259
Christensen King & Associates Investment Services
Washington
$323K
DWP
1260
Destiny Wealth Partners
Florida
$322K -$6.31K -44 -2%
PWM
1261
PBMares Wealth Management
Virginia
$321K +$28.7K +200 +10%
COCM
1262
Charter Oak Capital Management
New Hampshire
$321K +$9.47K +66 +3%
TAM
1263
Titleist Asset Management
Texas
$320K -$24.5K -171 -7%
WAM
1264
WealthTrust Asset Management
Florida
$320K -$15.8K -110 -5%
SA
1265
SpiderRock Advisors
Delaware
$320K +$317K +2,211 New
CAM
1266
Carret Asset Management
New York
$318K +$18.6K +130 +6%
SFG
1267
SNS Financial Group
Minnesota
$317K -$5.02K -35 -2%
ACM
1268
Arlington Capital Management
Illinois
$316K -$561K -3,910 -65%
AIM
1269
Aspen Investment Management
Michigan
$316K -$14.3K -100 -4%
ACP
1270
Aveo Capital Partners
Colorado
$314K +$14.6K +102 +5%
PCMC
1271
Paragon Capital Management (Colorado)
Colorado
$314K
PIMG
1272
Patriot Investment Management Group
Tennessee
$311K
BIA
1273
Benchmark Investment Advisors
Illinois
$311K -$373K -2,600 -55%
PMSA
1274
Patrick M. Sweeney & Associates
Illinois
$311K
TVAMP
1275
Tennessee Valley Asset Management Partners
Tennessee
$310K -$5.69M -39,636 -95%

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.