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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
WJWM
1276
Williams Jones Wealth Management
New York
$329K -$9.4K -62 -3%
AIM
1277
Aspen Investment Management
Michigan
$329K -$35.5K -234 -10%
TFA
1278
Teamwork Financial Advisors
Texas
$329K -$706K -4,655 -69%
SW
1279
StrongBox Wealth
Missouri
$329K +$909 +6 +0.3%
KFI
1280
Key Financial Inc
Pennsylvania
$328K +$17.6K +116 +6%
PCMC
1281
Paragon Capital Management (Colorado)
Colorado
$327K
PMSA
1282
Patrick M. Sweeney & Associates
Illinois
$324K
MWS
1283
Maxwell Wealth Strategies
California
$321K
SFB
1284
STAR Financial Bank
Indiana
$321K
SCP
1285
Sandhill Capital Partners
New York
$321K
NCM
1286
Novare Capital Management
North Carolina
$319K +$7.58K +50 +2%
RIA
1287
Richwood Investment Advisors
Ohio
$319K -$18.9K -125 -6%
CAMG
1288
CWA Asset Management Group
Florida
$319K +$314K +2,069 New
MPCA
1289
Madison Park Capital Advisors
Washington
$318K -$16.4K -108 -5%
SEP
1290
Southland Equity Partners
Missouri
$317K +$303 +2 +0.1%
AWCI
1291
Alpine Woods Capital Investors
New York
$317K
HWMO
1292
Heritage Wealth Management (Ohio)
Ohio
$316K
SA
1293
SpiderRock Advisors
Delaware
$315K -$303 -2 -0.1%
CWA
1294
Choice Wealth Advisors
Maine
$313K -$6.52K -43 -2%
BPCE
1295
Bank Pictet & Cie (Europe)
Germany
$313K
NSIM
1296
North Star Investment Management
Illinois
$313K
Balyasny Asset Management
1297
Balyasny Asset Management
Illinois
$312K -$3.34M -22,046 -92%
DBIA
1298
Dumont & Blake Investment Advisors
New Jersey
$312K -$306K -2,018 -50%
FFA
1299
Founders Financial Alliance
North Carolina
$311K +$2.12K +14 +0.7%
FPF
1300
First Pacific Financial
Washington
$311K +$306K +2,020 New

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.