We are live on ! Find out more
XLV icon

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
CRWM
1326
Castle Rock Wealth Management
California
$296K -$2.88K -19 -1%
DWP
1327
Destiny Wealth Partners
Florida
$294K
EFG
1328
Ethos Financial Group
Pennsylvania
$294K
CW
1329
CIC Wealth
Maryland
$293K
SHWM
1330
Smith & Howard Wealth Management
Georgia
$293K -$12.1K -80 -4%
ATFA
1331
All Terrain Financial Advisors
Minnesota
$292K
VWM
1332
Vigilare Wealth Management
Arizona
$292K +$303 +2 +0.1%
WB
1333
Webster Bank
Connecticut
$292K +$33.3K +220 +13%
SAM
1334
Silvercrest Asset Management
New York
$291K
WW
1335
Waterfront Wealth
Kansas
$290K +$295K +1,949 New
MCA
1336
Magnolia Capital Advisors
Mississippi
$290K -$35K -231 -11%
TCM
1337
Traynor Capital Management
Pennsylvania
$290K -$2.12K -14 -0.7%
FLII
1338
First Long Island Investors
New York
$290K
TAM
1339
Townsend Asset Management
North Carolina
$289K +$1.06K +7 +0.4%
CFO
1340
Collective Family Office
Pennsylvania
$289K -$30.3K -200 -10%
WAM
1341
WealthTrust Asset Management
Florida
$288K -$33.8K -223 -11%
LIM
1342
Leavell Investment Management
Alabama
$288K +$284K +1,872 New
PG
1343
Prostatis Group
Maryland
$288K +$5.61K +37 +2%
GC
1344
Garde Capital
Washington
$288K
WA
1345
WealthTrust Axiom
Pennsylvania
$287K -$1.06K -7 -0.4%
TAM
1346
Titleist Asset Management
Texas
$287K -$39.9K -263 -12%
AWA
1347
Amplius Wealth Advisors
Pennsylvania
$287K -$34.3K -226 -11%
GTAM
1348
Global Trust Asset Management
Florida
$286K +$176K +1,160 +166%
CHA
1349
Carmichael Hill & Associates
Maryland
$286K +$77.5K +511 +38%
AGP
1350
Autumn Glory Partners
Texas
$286K -$5.76K -38 -2%

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.