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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
EW
1501
Element Wealth
Mississippi
$107K
CPG
1502
Cornerstone Planning Group
New Jersey
$105K +$4.02K +28 +4%
CQS
1503
Credential Qtrade Securities
$102K
GBT
1504
Grove Bank & Trust
Florida
$102K -$23.7K -165 -19%
RMC
1505
Resources Management Corp
Connecticut
$101K
AIP
1506
Ameritas Investment Partners
Nebraska
$99.2K +$3.01K +21 +3%
TLA
1507
Tanglewood Legacy Advisors
Texas
$94.7K -$5.17K -36 -5%
NRC
1508
New Republic Capital
North Carolina
$94.1K
FMP
1509
Financial Management Professionals
Texas
$94K +$64K +446 +235%
AIC
1510
Archer Investment Corporation
Indiana
$93.6K +$143 +1 +0.2%
PCTC
1511
Perkins Coie Trust Company
Washington
$92.6K
USB
1512
Union Savings Bank
Connecticut
$88.6K
NCM
1513
Northwest Capital Management
Oregon
$87.2K
PWA
1514
Provenance Wealth Advisors
Florida
$86K
MPCG
1515
Matrix Private Capital Group
New York
$83.9K
Man Group
1516
Man Group
United Kingdom
$82.1K -$11.1M -77,616 -99%
DAM
1517
Delta Asset Management
Tennessee
$81.5K
BIM
1518
Breakwater Investment Management
Washington
$80.2K +$77.9K +543 New
JFGIW
1519
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78.2K -$96.5K -673 -56%
BC
1520
Barrett & Company
Rhode Island
$77.3K
OIA
1521
Optimum Investment Advisors
Illinois
$77K
GI
1522
GAMMA Investing
California
$76.7K +$41.5K +289 +126%
EWM
1523
Evermay Wealth Management
Virginia
$75.8K
SWM
1524
Sugarloaf Wealth Management
Georgia
$75K
KC
1525
Knuff & Co
California
$73.9K

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.