We are live on ! Find out more
XLV icon

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
CFC
1401
Coyle Financial Counsel
Illinois
$230K +$2.87K +20 +1%
BDF
1402
Black Diamond Financial
Maryland
$226K
TCG
1403
Transcendent Capital Group
Oklahoma
$225K +$143 +1 +0.1%
FCAS
1404
First Command Advisory Services
Texas
$225K -$23.1K -161 -10%
FA
1405
Faithward Advisors
Pennsylvania
$224K +$211K +1,468 +2,878%
GPW
1406
Gray Private Wealth
Massachusetts
$224K +$217K +1,516 New
1SB
1407
1ST Source Bank
Indiana
$223K
BCG
1408
Breakwater Capital Group
New Jersey
$223K +$216K +1,509 New
TWM
1409
TriaGen Wealth Management
California
$222K
CW
1410
CIC Wealth
Maryland
$222K
RRCM
1411
Rappaport Reiches Capital Management
Illinois
$219K
SPA
1412
Sentinel Pension Advisors
Massachusetts
$219K +$213K +1,483 New
KFSC
1413
Keystone Financial Services (Colorado)
Colorado
$219K
MIA
1414
MainStreet Investment Advisors
Illinois
$219K
CST
1415
Charles Schwab Trust
Nevada
$218K +$211K +1,474 New
KIG
1416
Kessler Investment Group
Indiana
$217K +$210K +1,467 +48,900%
WB
1417
Webster Bank
Connecticut
$217K +$47.5K +331 +29%
FNBOMD
1418
First National Bank of Mount Dora
Florida
$217K -$4.88K -34 -2%
FTC
1419
Farmers Trust Company
Ohio
$216K -$33.9K -236 -14%
PWLP
1420
Prio Wealth Limited Partnership
Massachusetts
$216K +$209K +1,460 New
MMG
1421
Monetary Management Group
Missouri
$214K -$7.17K -50 -3%
HIA
1422
HTG Investment Advisors
Connecticut
$214K +$208K +1,450 New
RMDI
1423
R.M. Davis Inc
Maine
$214K +$208K +1,450 New
MFG
1424
MidWestOne Financial Group
Iowa
$213K +$207K +1,445 New
First Manhattan
1425
First Manhattan
New York
$212K +$25.8K +180 +14%

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.