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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
FFA
1401
Fragasso Financial Advisors
Pennsylvania
$252K +$3.79K +25 +2%
WDG
1402
Wealth Dimensions Group
Ohio
$252K
SIC
1403
Samalin Investment Counsel
New York
$251K +$606 +4 +0.2%
TP
1404
Tranquility Partners
Tennessee
$251K +$13.9K +92 +6%
ACM
1405
AlphaStar Capital Management
North Carolina
$251K +$247K +1,630 New
AA
1406
Auxano Advisors
Washington
$250K
MW
1407
MBL Wealth
North Carolina
$249K -$232K -1,530 -49%
CAG
1408
Curtis Advisory Group
California
$249K
SCTC
1409
Sanibel Captiva Trust Company
Florida
$248K -$7.28K -48 -3%
YIA
1410
YHB Investment Advisors
Connecticut
$247K +$152 +1 +0.1%
JFA
1411
JNBA Financial Advisors
Minnesota
$246K -$32.6K -215 -12%
FCAS
1412
First Command Advisory Services
Texas
$243K +$30.8K +203 +15%
OMC
1413
Old Mission Capital
Illinois
$242K +$238K +1,573 New
WI
1414
Wintrust Investments
Illinois
$242K -$2.39M -15,763 -91%
CT
1415
Colonial Trust
South Carolina
$242K -$1.06K -7 -0.4%
FWA
1416
FSM Wealth Advisors
Ohio
$242K -$8.19K -54 -3%
OAS
1417
Optivise Advisory Services
Tennessee
$241K
KFSC
1418
Keystone Financial Services (Colorado)
Colorado
$241K +$13K +86 +6%
IA
1419
Inspire Advisors
Idaho
$241K -$75.9K -501 -24%
RA
1420
Rise Advisors
New York
$241K -$2.73K -18 -1%
TCBWMS
1421
Texas Capital Bank Wealth Management Services
Texas
$240K -$98.5K -650 -29%
CA
1422
Continuum Advisory
Idaho
$240K -$10.2K -67 -4%
CCG
1423
Coastwise Capital Group
California
$240K -$20.5K -135 -8%
LCWP
1424
Legacy Capital Wealth Partners
Arkansas
$239K +$235K +1,551 New
MFG
1425
MidWestOne Financial Group
Iowa
$238K +$15.3K +101 +7%

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.