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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
FCM
1301
Firestone Capital Management
Florida
$294K +$285K +1,987 New
GSIAS
1302
Garden State Investment Advisory Services
New Jersey
$293K +$16.4K +114 +6%
RBC
1303
Romano Brothers & Co
Illinois
$293K -$15.5K -108 -5%
SP
1304
Successful Portfolios
Florida
$291K
FEM
1305
Fulcrum Equity Management
Texas
$290K -$362K -2,520 -56%
MWM
1306
Maltin Wealth Management
New Jersey
$289K +$12.8K +89 +5%
PWM
1307
Penobscot Wealth Management
Maine
$289K -$25.4K -177 -8%
CAWM
1308
Capital Advisors Wealth Management
Washington
$289K -$732K -5,101 -72%
CWM
1309
Castle Wealth Management
Florida
$287K -$394K -2,748 -59%
BG
1310
Bollard Group
Massachusetts
$287K +$861 +6 +0.3%
SFM
1311
Stack Financial Management
Montana
$287K +$279K +1,942 New
TFF
1312
The Family Firm
Maryland
$286K +$1K +7 +0.4%
AWA
1313
Acorn Wealth Advisors
Michigan
$286K -$3.73K -26 -1%
CRWM
1314
Castle Rock Wealth Management
California
$284K +$143 +1 +0%
JWM
1315
Janiczek Wealth Management
Colorado
$284K -$15.1K -105 -5%
EA
1316
Eudaimonia Advisors
Tennessee
$283K +$275K +1,917 New
KFI
1317
Key Financial Inc
Pennsylvania
$282K -$43.6K -304 -14%
EFG
1318
Ethos Financial Group
Pennsylvania
$282K -$64K -446 -19%
WEG
1319
World Equity Group
Illinois
$281K -$236K -1,646 -46%
ATFA
1320
All Terrain Financial Advisors
Minnesota
$280K
TCM
1321
Traynor Capital Management
Pennsylvania
$280K -$13.2K -92 -5%
PMFA
1322
Plante Moran Financial Advisors
Michigan
$279K +$55.8K +389 +26%
FLII
1323
First Long Island Investors
New York
$278K
FAT
1324
First American Trust
California
$277K -$24.5K -171 -8%
WA
1325
WealthTrust Axiom
Pennsylvania
$277K

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.