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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
CSC
1551
Caldwell Sutter Capital
California
$49.9K
FCMT
1552
Founders Capital Management (Texas)
Texas
$49.9K
SMA
1553
Sage Mountain Advisors
Georgia
$49.9K +$12.8K +89 +36%
IWP
1554
IAG Wealth Partners
Wisconsin
$47.3K
AIM
1555
Anchor Investment Management
South Carolina
$47.1K
C
1556
Covestor
United Kingdom
$47K +$11K +77 +32%
RP
1557
Rice Partnership
Hawaii
$46.5K +$45.2K +315 New
GIM
1558
Gold Investment Management
Alberta, Canada
$46.2K -$196K -1,364 -81%
Walleye Trading
1559
Walleye Trading
New York
$45.4K +$44K +307 New
AFS
1560
Annapolis Financial Services
Maryland
$44.8K
MTIC
1561
Missouri Trust & Investment Company
Missouri
$44.5K +$14.3K +100 +50%
TCPG
1562
Trivant Custom Portfolio Group
California
$44.3K -$369K -2,575 -90%
HFM
1563
Hartford Financial Management
Connecticut
$44.3K -$23.8K -166 -36%
DF
1564
Dunhill Financial
United Kingdom
$44.3K
FCT
1565
First Community Trust
Iowa
$44.3K
PB
1566
Pinnacle Bancorp
Nebraska
$44.3K
FIM
1567
FWL Investment Management
Texas
$43.6K
SFCL
1568
Strengthening Families & Communities LLC
Massachusetts
$43K +$143 +1 +0.3%
AAG
1569
Armstrong Advisory Group
Massachusetts
$42K
W
1570
WealthCollab
Washington
$41.4K
MIM
1571
Macroview Investment Management
Maryland
$41.3K +$143 +1 +0.4%
FWP
1572
FAS Wealth Partners
Kansas
$41K -$1.29K -9 -3%
TCOV
1573
Trust Company of Vermont
Vermont
$40.6K -$3.59K -25 -8%
AIA
1574
Armor Investment Advisors
North Carolina
$40.2K +$6.03K +42 +18%
WWMSC
1575
Wagner Wealth Management (South Carolina)
South Carolina
$39.3K

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.