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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
FWM
1251
Fonville Wealth Management
Virginia
$351K +$345K +2,279 New
SHJ
1252
Sharkey, Howes & Javer
Colorado
$351K +$345K +2,278 New
FFG
1253
Fortem Financial Group
California
$351K -$19.1K -126 -5%
AA
1254
Addison Advisors
Vermont
$351K -$18.9K -125 -5%
PWP
1255
Precedent Wealth Partners
Texas
$351K
MWM
1256
Modern Wealth Management
Kansas
$348K -$31.5K -208 -8%
PIMG
1257
Patriot Investment Management Group
Tennessee
$348K
LCGC
1258
Legacy Capital Group California
California
$347K +$108K +711 +46%
R
1259
Rebalance
California
$346K +$1.21K +8 +0.4%
BDF
1260
Black Diamond Financial
Maryland
$346K +$15.9K +105 +5%
MCA
1261
MSH Capital Advisors
Arizona
$345K -$40.8K -269 -11%
TPCW
1262
TD Private Client Wealth
New York
$345K -$303 -2 -0.1%
CWM
1263
Cahaba Wealth Management
Georgia
$345K +$65.2K +430 +24%
GHAM
1264
Gilman Hill Asset Management
Connecticut
$342K
SWA
1265
Strategies Wealth Advisors
Michigan
$342K -$32.4K -214 -9%
MCA
1266
Millennium Capital Advisors
Arkansas
$341K
PFSC
1267
Peoples Financial Services Corp
Pennsylvania
$341K -$1.06K -7 -0.3%
HWA
1268
HCR Wealth Advisors
California
$340K +$7.58K +50 +2%
CFG
1269
Carr Financial Group
Massachusetts
$340K -$31.7K -209 -9%
LWM
1270
Lodestone Wealth Management
Washington
$339K -$273K -1,801 -45%
EWM
1271
Executive Wealth Management
Michigan
$338K -$15.6K -103 -4%
DA
1272
Doliver Advisors
Texas
$338K -$8.64K -57 -3%
PWM
1273
PBMares Wealth Management
Virginia
$335K
CAM
1274
Carret Asset Management
New York
$332K
SFG
1275
SNS Financial Group
Minnesota
$330K

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.