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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
BAM
1451
Byrne Asset Management
New Jersey
$194K +$25.2K +176 +16%
MIA
1452
Milestone Investment Advisors
Wisconsin
$189K
TC
1453
Truvestments Capital
Florida
$189K -$12.8K -89 -7%
FUBT
1454
First United Bank & Trust
Maryland
$188K -$13.9K -97 -7%
ADL
1455
Asset Dedication LLC
California
$188K
FRA
1456
Front Row Advisors
California
$183K +$166K +1,154 +1,374%
BCMLT
1457
Beacon Capital Management LLC (Tennessee)
Tennessee
$182K +$60.4K +421 +52%
TIM
1458
Tortoise Investment Management
New York
$182K +$74.5K +519 +73%
PGAM
1459
Princeton Global Asset Management
New Jersey
$181K
WOC
1460
West Oak Capital
California
$179K -$2.15K -15 -1%
RFA
1461
Register Financial Advisors
Georgia
$177K +$101K +703 +142%
MG
1462
Mather Group
Illinois
$177K -$309K -2,156 -62%
FF
1463
Friedenthal Financial
New Jersey
$177K +$172K +1,199 New
TCM
1464
TD Capital Management
Tennessee
$174K +$143 +1 +0.1%
EWP
1465
Elevation Wealth Partners
California
$174K -$94.4K -658 -36%
DI
1466
DAGCO Inc
Ohio
$174K -$132K -918 -44%
HPIA
1467
Hamilton Point Investment Advisors
North Carolina
$167K
AFG
1468
Albion Financial Group
Utah
$164K
PAI
1469
Pittenger & Anderson Inc
Nebraska
$161K -$43.8K -305 -22%
OFG
1470
Oxford Financial Group
Indiana
$159K +$38.2K +266 +33%
SAS
1471
Stelac Advisory Services
New York
$158K
GTAM
1472
Global Trust Asset Management
Florida
$156K +$82.5K +575 +120%
QPBE
1473
Quintet Private Bank (Europe)
Luxembourg
$154K -$19.7K -137 -13%
TVWM
1474
Tower View Wealth Management
Wisconsin
$151K -$15.1K -105 -9%
TAM
1475
Tucker Asset Management
Colorado
$150K +$18.5K +129 +15%

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.