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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
WG
1276
Welch Group
Alabama
$310K -$4.14M -28,848 -93%
MWS
1277
Maxwell Wealth Strategies
California
$308K +$312K +2,173 New
SCP
1278
Sandhill Capital Partners
New York
$307K
FLPIM
1279
F.L. Putnam Investment Management
Massachusetts
$307K -$107K -747 -26%
CFO
1280
Collective Family Office
Pennsylvania
$307K +$43K +300 +17%
NSIM
1281
North Star Investment Management
Illinois
$306K +$24K +167 +9%
CWG
1282
Crown Wealth Group
North Carolina
$305K -$19.7K -137 -6%
SFB
1283
STAR Financial Bank
Indiana
$304K
CA
1284
Cornerstone Advisory
Maryland
$304K +$43K +300 +17%
VWM
1285
Vigilare Wealth Management
Arizona
$304K -$29.4K -205 -9%
KIA
1286
Kraematon Investment Advisors
Massachusetts
$303K -$41.2K -287 -12%
CWA
1287
Choice Wealth Advisors
Maine
$301K
RFA
1288
Resurgent Financial Advisors
Georgia
$300K -$250K -1,743 -46%
BPCE
1289
Bank Pictet & Cie (Europe)
Germany
$300K +$291K +2,030 New
IWP
1290
Insight Wealth Partners
Texas
$300K +$291K +2,030 New
SAM
1291
Seelaus Asset Management
New Jersey
$299K -$15.1K -105 -5%
DBIA
1292
Dumont & Blake Investment Advisors
New Jersey
$298K +$290K +2,018 New
AWCI
1293
Alpine Woods Capital Investors
New York
$298K
HAM
1294
Harmony Asset Management
Arizona
$296K +$288K +2,005 New
FFA
1295
First Foundation Advisors
California
$296K +$64.7K +451 +29%
ISB
1296
Iowa State Bank
Iowa
$295K
WPW
1297
Warther Private Wealth
Ohio
$295K
AFO
1298
Allie Family Office
Florida
$295K
SAMT
1299
Select Asset Management & Trust
Pennsylvania
$295K
SCM
1300
Sebold Capital Management
Illinois
$294K -$2.58K -18 -0.9%

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.