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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
BIM
1576
Breakwater Investment Management
Washington
$84.9K +$1.21K +8 +1%
GAG
1577
Goodman Advisory Group
Massachusetts
$83K +$28K +185 +52%
OIA
1578
Optimum Investment Advisors
Illinois
$80.2K
PPA
1579
Painted Porch Advisors
California
$79.9K
DIP
1580
DT Investment Partners
Pennsylvania
$78.2K +$65.3K +431 +560%
MCM
1581
Manchester Capital Management
Vermont
$78.1K +$9.25K +61 +14%
GWANC
1582
Guardian Wealth Advisors (North Carolina)
North Carolina
$77.8K
AAG
1583
Armstrong Advisory Group
Massachusetts
$76.4K
MJRIC
1584
Mogy Joel R Investment Counsel
California
$75.5K +$74.3K +490 New
CPA
1585
Cardiff Park Advisors
California
$73.9K
CNBTD
1586
Citizens National Bank Trust Department
Mississippi
$69.3K
CWP
1587
Concord Wealth Partners
Virginia
$66.2K -$3.33K -22 -5%
S
1588
Sachetta
Massachusetts
$62.6K +$61.5K +406 New
WSC
1589
Wellington Shields & Co
New York
$61.6K -$75.8K -500 -56%
ME
1590
McIlrath & Eck
Washington
$60.8K +$303 +2 +0.5%
BAM
1591
Bellevue Asset Management
Washington
$60.2K
DFA
1592
DHJJ Financial Advisors
Illinois
$59.5K
EPW
1593
Evergreen Private Wealth
Colorado
$59K
CMA
1594
Cedar Mountain Advisors
Oregon
$58.2K
FCMT
1595
Founders Capital Management (Texas)
Texas
$57.8K
T2I
1596
Turim 21 Investimentos
Brazil
$57.8K
PAG
1597
Paladin Advisory Group
Iowa
$57.4K
PFM
1598
Phillips Financial Management
Indiana
$57K
WAS
1599
Winch Advisory Services
Wisconsin
$56.1K +$152 +1 +0.3%
OFG
1600
Oxford Financial Group
Indiana
$55.4K -$84.1K -555 -61%

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.