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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
GIA
1376
Guyasuta Investment Advisors
Pennsylvania
$243K
YDMI
1377
Y.D. More Investments
Israel
$242K +$9.32K +65 +4%
PHS
1378
Pekin Hardy Strauss
Illinois
$242K -$3.16K -22 -1%
IAA
1379
Ironsides Asset Advisors
North Carolina
$242K +$235K +1,635 New
WDG
1380
Wealth Dimensions Group
Ohio
$241K
AA
1381
Auxano Advisors
Washington
$240K
PWSG
1382
Pacific Wealth Strategies Group
California
$240K
NGA
1383
Naples Global Advisors
Florida
$240K +$233K +1,623 New
FWA
1384
FSM Wealth Advisors
Ohio
$240K +$233K +1,622 New
SPFA
1385
Summit Place Financial Advisors
New Jersey
$239K -$9.18K -64 -4%
PFA
1386
Pinnacle Family Advisors
Missouri
$238K -$285K -1,990 -55%
CAG
1387
Curtis Advisory Group
California
$238K -$155K -1,080 -40%
TP
1388
Tranquility Partners
Tennessee
$238K
DWG
1389
Darden Wealth Group
Michigan
$238K +$15.3K +107 +7%
TPW
1390
TL Private Wealth
Texas
$238K +$574 +4 +0.2%
SCTC
1391
Sanibel Captiva Trust Company
Florida
$238K -$1.67M -11,651 -88%
TYCC
1392
Texas Yale Capital Corp
Florida
$237K
FFA
1393
Founders Financial Alliance
North Carolina
$237K +$50.6K +353 +28%
EIA
1394
Edgemoor Investment Advisors
Maryland
$236K
WE
1395
Wealth Effects
Massachusetts
$236K -$136K -946 -37%
VPIM
1396
Vanguard Personalized Indexing Management
California
$235K +$228K +1,588 New
SIC
1397
Samalin Investment Counsel
New York
$234K +$574 +4 +0.3%
EIA
1398
Eldridge Investment Advisors
New Hampshire
$234K
CT
1399
Colonial Trust
South Carolina
$233K
CFA
1400
Capstone Financial Advisors
Illinois
$232K +$9.32K +65 +4%

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.