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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
TCM
1501
TD Capital Management
Tennessee
$182K +$152 +1 +0.1%
AIM
1502
Acropolis Investment Management
Missouri
$182K +$30.3K +200 +20%
DI
1503
DAGCO Inc
Ohio
$181K
OP
1504
ORG Partners
Indiana
$178K +$32.7K +216 +23%
FUBT
1505
First United Bank & Trust
Maryland
$174K -$8.19K -54 -5%
HPIA
1506
Hamilton Point Investment Advisors
North Carolina
$174K
AFG
1507
Albion Financial Group
Utah
$171K
EWP
1508
Elevation Wealth Partners
California
$170K -$11.2K -74 -6%
SWC
1509
Spectrum Wealth Counsel
Indiana
$168K
GBT
1510
Grove Bank & Trust
Florida
$164K -$58.8K -388 -27%
GSEP
1511
Golden State Equity Partners
California
$163K -$151K -999 -49%
QPBE
1512
Quintet Private Bank (Europe)
Luxembourg
$162K +$20K +132 +14%
PAI
1513
Pittenger & Anderson Inc
Nebraska
$160K -$7.58K -50 -5%
TVWM
1514
Tower View Wealth Management
Wisconsin
$158K +$455 +3 +0.3%
VCM
1515
Versant Capital Management
Arizona
$158K +$37.3K +246 +32%
RIL
1516
Rothschild Investment LLC
Illinois
$158K +$23.2K +153 +18%
JPWM
1517
Jamison Private Wealth Management
Georgia
$156K
GI
1518
GAMMA Investing
California
$156K
FMII
1519
Farmers & Merchants Investments Inc
Nebraska
$154K -$1.52K -10 -1%
IBOK
1520
Independence Bank of Kentucky
Kentucky
$154K +$29K +191 +24%
SAS
1521
Stelac Advisory Services
New York
$153K -$33.3K -220 -18%
PCMC
1522
Private Capital Management (Colorado)
Colorado
$151K +$141K +930 +1,788%
VC
1523
Vestor Capital
Illinois
$149K -$63.2K -417 -30%
WP
1524
WealthShield Partners
North Carolina
$148K +$90.9K +600 +168%
RWML
1525
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$145K

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.