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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
1WA
1451
180 Wealth Advisors
Washington
$222K -$7.88K -52 -3%
HCP
1452
Hexagon Capital Partners
Arkansas
$222K -$28.8K -190 -12%
MG
1453
Mather Group
Illinois
$221K -$407K -2,682 -65%
TA
1454
TFB Advisors
Kansas
$221K +$218K +1,437 New
SFM
1455
Stack Financial Management
Montana
$221K -$16.1K -106 -7%
CAWM
1456
Capital Advisors Wealth Management
Washington
$220K -$22.6K -149 -9%
GGS
1457
Galvin Gaustad & Stein
Arizona
$220K -$10.5K -69 -5%
BCG
1458
Breakwater Capital Group
New Jersey
$220K
APP
1459
Avantax Planning Partners
Iowa
$220K +$217K +1,429 New
HP
1460
Holistic Planning
Texas
$220K +$216K +1,428 New
CMAI
1461
Capital Management Associates Inc
Minnesota
$220K +$455 +3 +0.2%
CWP
1462
Cyndeo Wealth Partners
Florida
$220K +$216K +1,426 New
NAM
1463
NorthCrest Asset Manangement
Minnesota
$219K +$216K +1,425 New
GWMR
1464
GC Wealth Management RIA
Massachusetts
$219K +$216K +1,423 New
SC
1465
Soundwatch Capital
Connecticut
$219K +$215K +1,421 New
PIM
1466
Penobscot Investment Management
Massachusetts
$218K +$215K +1,417 New
SPA
1467
Sentinel Pension Advisors
Massachusetts
$218K +$303 +2 +0.1%
JIC
1468
Joel Isaacson & Co
New York
$218K +$215K +1,416 New
FSA
1469
Fort Sheridan Advisors
Illinois
$216K +$212K +1,401 New
CFA
1470
Capstone Financial Advisors
Illinois
$216K -$68.8K -454 -24%
AWM
1471
Angeles Wealth Management
California
$216K +$212K +1,400 New
TWM
1472
Trueblood Wealth Management
Ohio
$215K
First Manhattan
1473
First Manhattan
New York
$214K
SFC
1474
SYM Financial Corp
Indiana
$213K
ST
1475
Smithfield Trust
Pennsylvania
$213K

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.