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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
SDAM
1351
Shulman DeMeo Asset Management
New York
$257K -$81.2K -566 -25%
PAA
1352
Peregrine Asset Advisers
Oregon
$257K +$13.8K +96 +6%
CAMG
1353
CWA Asset Management Group
Florida
$256K -$18.1K -126 -7%
MPWT
1354
MassMutual Private Wealth & Trust
Connecticut
$254K -$58.1K -405 -19%
GWM
1355
GSB Wealth Management
Connecticut
$254K +$18.6K +130 +8%
CLOS
1356
Compagnie Lombard Odier SCmA
Switzerland
$253K -$165K -1,150 -40%
AA
1357
Ancora Advisors
Ohio
$253K -$28.7K -200 -10%
MA
1358
MCF Advisors
Kentucky
$253K
IIA
1359
IPG Investment Advisors
California
$253K -$11.5K -80 -4%
AGP
1360
Autumn Glory Partners
Texas
$253K
PP
1361
Pacifica Partners
Canada
$252K +$5.02K +35 +2%
AGA
1362
Arkos Global Advisors
Texas
$252K -$215K -1,500 -47%
HCP
1363
Hexagon Capital Partners
Arkansas
$252K -$61.3K -427 -20%
CAM
1364
Councilmark Asset Management
Tennessee
$251K +$244K +1,700 New
BPFA
1365
Barnes Pettey Financial Advisors
Mississippi
$250K -$419K -2,919 -63%
CCG
1366
Coastwise Capital Group
California
$249K -$28.1K -196 -10%
WA
1367
Wealth Architects
California
$248K +$1.15K +8 +0.5%
CC
1368
Chicago Capital
Illinois
$248K -$122K -849 -34%
WCG
1369
Weaver Consulting Group
California
$247K +$25.1K +175 +12%
SDWIA
1370
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$247K
ACM
1371
AlphaStar Capital Management
North Carolina
$246K -$412K -2,874 -63%
FNBTCON
1372
First National Bank & Trust Co of Newtown
Pennsylvania
$245K
FFA
1373
Fragasso Financial Advisors
Pennsylvania
$245K +$430 +3 +0.2%
SPWG
1374
Syntegra Private Wealth Group
Missouri
$244K
GCM
1375
Gallacher Capital Management
Colorado
$243K -$2.15K -15 -0.9%

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.