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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
AA
1476
Ancora Advisors
Ohio
$213K -$12.7K -84 -6%
TC
1477
Truvestments Capital
Florida
$213K +$209K +1,380 New
ASBI
1478
American State Bank (Iowa)
Iowa
$211K -$1.21K -8 -0.6%
CFSG
1479
Community Financial Services Group
Vermont
$210K +$207K +1,363 New
PWM
1480
Prosperity Wealth Management
California
$210K +$206K +1,362 New
GHA
1481
GW Henssler & Associates
Georgia
$209K +$206K +1,359 New
FFG
1482
Fiduciary Financial Group
California
$207K +$303 +2 +0.1%
HB
1483
HTLF Bank
Colorado
$207K +$203K +1,342 New
CA
1484
CGN Advisors
Kansas
$206K -$20.2K -133 -9%
AIP
1485
Almanack Investment Partners
Pennsylvania
$206K +$203K +1,338 New
AL
1486
ACAS LLC
California
$206K -$2.12K -14 -1%
BZWA
1487
Blue Zone Wealth Advisors
California
$205K +$202K +1,331 New
FTC
1488
Farmers Trust Company
Ohio
$205K -$19.7K -130 -9%
FCA
1489
FinTrust Capital Advisors
South Carolina
$204K
CTFG
1490
Capstone Triton Financial Group
Oklahoma
$201K +$198K +1,307 New
HL
1491
HeadInvest LLC
Maine
$201K +$198K +1,307 New
BAM
1492
Byrne Asset Management
New Jersey
$201K +$303 +2 +0.2%
SPWM
1493
Straight Path Wealth Management
Michigan
$201K +$198K +1,305 New
AI
1494
Accredited Investors
Minnesota
$201K -$53.7K -354 -21%
MIA
1495
Milestone Investment Advisors
Wisconsin
$197K
BCMLT
1496
Beacon Capital Management LLC (Tennessee)
Tennessee
$195K +$14.1K +93 +8%
ADL
1497
Asset Dedication LLC
California
$191K -$35K -231 -16%
PGAM
1498
Princeton Global Asset Management
New Jersey
$188K
RFA
1499
Register Financial Advisors
Georgia
$185K +$303 +2 +0.2%
NPP
1500
New Potomac Partners
Maryland
$184K +$181K +1,193 New

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.