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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
CB
1351
Cadence Bank
Mississippi
$286K
WLIM
1352
White Lighthouse Investment Management
Massachusetts
$285K
BIA
1353
Benchmark Investment Advisors
Illinois
$284K -$4.55K -30 -2%
IIA
1354
IPG Investment Advisors
California
$283K +$18.9K +125 +7%
CGA
1355
Crescent Grove Advisors
Illinois
$282K
GIA
1356
Guyasuta Investment Advisors
Pennsylvania
$281K +$6.37K +42 +2%
EM
1357
ELCO Management
New York
$280K
FCM
1358
Firestone Capital Management
Florida
$279K -$11.2K -74 -4%
BFA
1359
Beacon Financial Advisory
Ohio
$279K +$20K +132 +8%
RIM
1360
Rockbridge Investment Management
New York
$277K +$8.34K +55 +3%
DWG
1361
Darden Wealth Group
Michigan
$277K +$28.2K +186 +12%
GSAM
1362
Grant Street Asset Management
Pennsylvania
$277K +$55.8K +368 +26%
TYCC
1363
Texas Yale Capital Corp
Florida
$277K
PFG
1364
Pinnacle Financial Group
Illinois
$276K +$272K +1,792 New
WSCM
1365
Wellington Shields Capital Management
New York
$276K
Financial Engines Advisors
1366
Financial Engines Advisors
California
$275K -$28K -185 -9%
ECM
1367
Evergreen Capital Management
Washington
$274K -$2.58K -17 -0.9%
SWM
1368
SilverOak Wealth Management
Minnesota
$273K +$3.33K +22 +1%
WA
1369
Wambolt & Associates
Colorado
$273K +$1.06K +7 +0.4%
TCWM
1370
Total Clarity Wealth Management
Illinois
$273K +$1.06K +7 +0.4%
SDAM
1371
Shulman DeMeo Asset Management
New York
$272K +$4.09K +27 +2%
FNBTCON
1372
First National Bank & Trust Co of Newtown
Pennsylvania
$271K +$15.2K +100 +6%
AF
1373
Alerus Financial
North Dakota
$270K -$2.51M -16,566 -90%
DTC
1374
Davidson Trust Company
Washington
$270K
QWM
1375
Quadcap Wealth Management
Texas
$269K +$265K +1,749 New

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.