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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
GC
1326
Garde Capital
Washington
$276K
SW
1327
StrongBox Wealth
Missouri
$275K -$2.29K -16 -0.9%
TAM
1328
Townsend Asset Management
North Carolina
$275K +$267K +1,860 +93,000%
JFA
1329
JNBA Financial Advisors
Minnesota
$274K
CB
1330
Cadence Bank
Mississippi
$274K -$14.6K -102 -5%
WLIM
1331
White Lighthouse Investment Management
Massachusetts
$273K
TCWM
1332
Total Clarity Wealth Management
Illinois
$273K -$15.8K -110 -6%
CGA
1333
Crescent Grove Advisors
Illinois
$270K +$263K +1,830 New
LBC
1334
Lowe Brockenbrough & Co
Virginia
$270K
EM
1335
ELCO Management
New York
$268K -$30.1K -210 -10%
CWM
1336
Cahaba Wealth Management
Georgia
$267K -$7.32K -51 -3%
CFG
1337
Citizens Financial Group
Rhode Island
$265K +$18.9K +132 +8%
HWA
1338
HCR Wealth Advisors
California
$265K -$23K -160 -8%
ECM
1339
Evergreen Capital Management
Washington
$263K +$9.04K +63 +4%
AWA
1340
Amplius Wealth Advisors
Pennsylvania
$262K -$301K -2,098 -54%
FTDI
1341
First Trust Direct Indexing
Massachusetts
$260K
ZIM
1342
Zacks Investment Management
Illinois
$260K +$252K +1,759 New
DTC
1343
Davidson Trust Company
Washington
$259K
SWM
1344
SilverOak Wealth Management
Minnesota
$259K +$251K +1,752 New
WA
1345
Wambolt & Associates
Colorado
$259K -$3.16K -22 -1%
SWP
1346
Strategic Wealth Partners
Ohio
$259K +$39.5K +275 +19%
NEWAS
1347
N.E.W. Advisory Services
Wisconsin
$258K +$29K +202 +13%
RIM
1348
Rockbridge Investment Management
New York
$258K
OPCM
1349
Osborne Partners Capital Management
California
$258K -$4.3K -30 -2%
SFG
1350
Sovereign Financial Group
Connecticut
$257K +$3.87K +27 +2%

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.