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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
TWCA
1301
Two West Capital Advisors
Kansas
$310K +$12.7K +84 +4%
MIA
1302
MainStreet Investment Advisors
Illinois
$308K -$1.06K -7 -0.3%
ISB
1303
Iowa State Bank
Iowa
$308K
MMG
1304
Monetary Management Group
Missouri
$308K +$45.5K +300 +18%
CAL
1305
Capital Analysts LLC
Pennsylvania
$308K +$51.5K +340 +21%
QP
1306
Quartz Partners
New York
$307K +$302K +1,990 New
EIA
1307
Edgemoor Investment Advisors
Maryland
$306K +$59K +389 +24%
RZH
1308
Relyea Zuckerberg Hanson
Connecticut
$305K -$97.9K -646 -25%
AWA
1309
Acorn Wealth Advisors
Michigan
$305K +$5.61K +37 +2%
CRC
1310
Curi RMB Capital
Illinois
$305K +$13.6K +90 +5%
GWM
1311
GSB Wealth Management
Connecticut
$304K
MWM
1312
Maltin Wealth Management
New Jersey
$304K +$909 +6 +0.3%
GSIAS
1313
Garden State Investment Advisory Services
New Jersey
$303K +$15.5K +102 +5%
SP
1314
Successful Portfolios
Florida
$303K
PMFA
1315
Plante Moran Financial Advisors
Michigan
$303K +$455 +3 +0.2%
COCM
1316
Charter Oak Capital Management
New Hampshire
$303K -$15.6K -103 -5%
ACA
1317
Affinity Capital Advisors
California
$303K -$6.21K -41 -2%
RBC
1318
Romano Brothers & Co
Illinois
$302K
BG
1319
Bollard Group
Massachusetts
$301K +$909 +6 +0.3%
CC
1320
Cornerstone Capital
California
$301K
TFF
1321
The Family Firm
Maryland
$301K +$909 +6 +0.3%
OWM
1322
OneAscent Wealth Management
Alabama
$298K +$55.8K +368 +23%
BWM
1323
Bulltick Wealth Management
Florida
$297K -$3.33K -22 -1%
CKAIS
1324
Christensen King & Associates Investment Services
Washington
$296K
G
1325
Gainplan
Michigan
$296K

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.