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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
KAS
126
Kestra Advisory Services
Texas
$22M -$4.36M -28,765 -17%
AIC
127
Ayalon Insurance Company
Israel
$21.4M -$49.9K -329 -0.2%
IA
128
IMZ Advisory
Florida
$21.3M -$962K -6,347 -4%
PWMG
129
Prestige Wealth Management Group
New Jersey
$21.3M +$479K +3,157 +2%
KF
130
Krilogy Financial
Missouri
$21.2M +$165K +1,086 +0.8%
TLIC
131
Taiyo Life Insurance Company
Japan
$21.1M -$11.1M -73,000 -35%
William Blair & Company
132
William Blair & Company
Illinois
$21.1M +$3.39M +22,363 +20%
HCP
133
Holt Capital Partners
Texas
$21M +$1.15M +7,618 +6%
AAS
134
Avantax Advisory Services
Texas
$20.8M -$14.4M -94,706 -41%
DC
135
Davenport & Co
Virginia
$20.6M -$1.8M -11,854 -8%
IWM
136
IHT Wealth Management
Illinois
$20.6M +$5.93M +39,131 +41%
CF
137
Clarity Financial
Texas
$20.5M +$686K +4,527 +4%
HSBC Holdings
138
HSBC Holdings
United Kingdom
$20.5M -$421K -2,775 -2%
Comerica Bank
139
Comerica Bank
Texas
$20.3M -$610K -4,023 -3%
MIM
140
Miller Investment Management
Pennsylvania
$19.5M +$284K +1,874 +2%
MCWS
141
McKinley Carter Wealth Services
West Virginia
$19.4M +$1.07M +7,073 +6%
BAM
142
Brave Asset Management
New Jersey
$19.4M -$18.3K -121 -0.1%
BRWA
143
B. Riley Wealth Advisors
Florida
$19.1M +$2.65M +17,482 +16%
TCWA
144
Turtle Creek Wealth Advisors
Texas
$19M +$18.4M +121,691 +7,179%
PWM
145
Perigon Wealth Management
California
$19M -$78.5K -518 -0.4%
Cerity Partners
146
Cerity Partners
New York
$18.8M +$1.96M +12,931 +12%
CIA
147
Concurrent Investment Advisors
Florida
$18.5M -$168K -1,106 -0.9%
Corient Private Wealth
148
Corient Private Wealth
Florida
$18.4M +$631K +4,161 +4%
BHB
149
Bank Hapoalim BM
Israel
$18.1M +$600K +3,959 +3%
Squarepoint
150
Squarepoint
New York
$17.9M -$18.7M -123,591 -52%

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.