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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
MAWCM
1476
Mine & Arao Wealth Creation & Management
California
$148K
PA
1477
PSI Advisors
Florida
$147K -$5.74K -40 -4%
QCG
1478
Quadrant Capital Group
Ohio
$145K +$103K +720 +273%
AIM
1479
Acropolis Investment Management
Missouri
$145K
FMII
1480
Farmers & Merchants Investments Inc
Nebraska
$144K
PPC
1481
Park Place Capital
Alabama
$138K +$27.3K +190 +25%
UCB
1482
United Community Bank
South Carolina
$138K -$94.7K -660 -41%
LFA
1483
LGT Financial Advisors
Texas
$137K +$56.8K +396 +75%
PCWA
1484
Pacific Capital Wealth Advisors
California
$135K
RIL
1485
Rothschild Investment LLC
Illinois
$128K +$287 +2 +0.2%
KHC
1486
Koesten Hirschmann & Crabtree
Kansas
$128K +$80K +558 +182%
CTWM
1487
Cherry Tree Wealth Management
Minnesota
$126K
IRC
1488
Investors Research Corp
Georgia
$122K
CB
1489
Centennial Bank
Arkansas
$121K +$22.7K +158 +24%
SHIM
1490
Stone House Investment Management
Pennsylvania
$121K +$430 +3 +0.4%
CJ
1491
Caitlin John
Michigan
$119K +$114K +797 +8,856%
BTI
1492
Blue Trust Inc
Georgia
$119K +$56.5K +394 +97%
ITIM
1493
Indiana Trust & Investment Management
Indiana
$118K -$10.5K -73 -8%
WAM
1494
WFA Asset Management
Wisconsin
$118K -$430 -3 -0.4%
AAP
1495
Arax Advisory Partners
Colorado
$116K +$78.2K +545 +230%
GWANC
1496
Guardian Wealth Advisors (North Carolina)
North Carolina
$116K -$44.2K -308 -28%
CAM
1497
Costello Asset Management
Pennsylvania
$113K
UIA
1498
Ulland Investment Advisors
Minnesota
$111K
AW
1499
Avion Wealth
Texas
$110K
PWM
1500
Provident Wealth Management
Tennessee
$110K +$106K +742 New

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.