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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
MWM
1426
MinichMacGregor Wealth Management
New York
$212K +$207K +1,444 New
KV
1427
Kickstand Ventures
New York
$211K +$205K +1,429 New
B
1428
Bensler
Washington
$211K +$205K +1,426 New
AWM
1429
Accel Wealth Management
Iowa
$210K +$204K +1,424 New
1WA
1430
180 Wealth Advisors
Washington
$210K +$204K +1,424 New
CMAI
1431
Capital Management Associates Inc
Minnesota
$210K +$204K +1,421 New
GF
1432
Gries Financial
Ohio
$210K +$204K +1,419 New
GGS
1433
Galvin Gaustad & Stein
Arizona
$209K -$8.18K -57 -4%
SAM
1434
Silvercrest Asset Management
New York
$208K +$202K +1,410 New
WSFS
1435
Wilmington Savings Fund Society
Delaware
$208K +$202K +1,408 New
KCIC
1436
Kuhn & Co Investment Counsel
Illinois
$207K +$201K +1,402 New
Luther King Capital Management (LKCM)
1437
Luther King Capital Management (LKCM)
Texas
$207K
ST
1438
Smithfield Trust
Pennsylvania
$207K -$3.16K -22 -2%
TWM
1439
Trueblood Wealth Management
Ohio
$207K +$201K +1,399 New
FCA
1440
FinTrust Capital Advisors
South Carolina
$205K -$942K -6,567 -83%
CFSG
1441
Community Financial Services Group
Vermont
$205K +$199K +1,385 New
SFC
1442
SYM Financial Corp
Indiana
$204K
G
1443
Gainplan
Michigan
$204K -$52.8K -368 -21%
ASBI
1444
American State Bank (Iowa)
Iowa
$204K -$81.3K -567 -29%
TCM
1445
Tandem Capital Management
New Jersey
$203K +$197K +1,375 New
PFA
1446
Plotkin Financial Advisors
Maryland
$203K -$28.1K -196 -12%
AL
1447
ACAS LLC
California
$202K +$197K +1,370 New
NPP
1448
New Potomac Partners
Maryland
$200K +$195K +1,356 New
VC
1449
Vestor Capital
Illinois
$200K -$143 -1 -0.1%
CHA
1450
Carmichael Hill & Associates
Maryland
$199K -$1.86K -13 -1%

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.