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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
CPA
1526
Cardiff Park Advisors
California
$70.9K
SIS
1527
Sound Income Strategies
Florida
$67.8K
BEI
1528
Benjamin Edwards Inc
Missouri
$67K +$287 +2 +0.4%
CNBTD
1529
Citizens National Bank Trust Department
Mississippi
$66.5K
CWP
1530
Concord Wealth Partners
Virginia
$65.1K -$51.1K -356 -45%
Russell Investments Group
1531
Russell Investments Group
United Kingdom
$64.9K +$35.4K +247 +129%
B
1532
Birchbrook
Maine
$64.3K
DSC
1533
Duncker Streett & Co
Missouri
$62.5K
RAM
1534
Riggs Asset Management
Pennsylvania
$61.3K +$10K +70 +20%
PFBT
1535
Parkside Financial Bank & Trust
Missouri
$58.6K +$6.46K +45 +13%
BAM
1536
Bellevue Asset Management
Washington
$57.8K
ME
1537
McIlrath & Eck
Washington
$57.5K
DFA
1538
DHJJ Financial Advisors
Illinois
$57K
SIC
1539
SJS Investment Consulting
Ohio
$56.9K +$53.7K +374 +3,400%
EPW
1540
Evergreen Private Wealth
Colorado
$56.6K
CMA
1541
Cedar Mountain Advisors
Oregon
$55.8K
T2I
1542
Turim 21 Investimentos
Brazil
$55.4K
PP
1543
PFS Partners
New Jersey
$54.8K
PFM
1544
Phillips Financial Management
Indiana
$54.7K
PAG
1545
Paladin Advisory Group
Iowa
$54.6K
WP
1546
WealthShield Partners
North Carolina
$54.5K -$73.2K -510 -58%
WAS
1547
Winch Advisory Services
Wisconsin
$53.4K +$287 +2 +0.6%
VCM
1548
Versant Capital Management
Arizona
$52.4K -$69.4K -484 -58%
PO
1549
Private Ocean
California
$52K
POIA
1550
Pin Oak Investment Advisors
Texas
$51K

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.