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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
LIA
1601
Luken Investment Analytics
Tennessee
$22.2K
IRAG
1602
Investment Research & Advisory Group
Georgia
$21K
RFS
1603
Richardson Financial Services
Massachusetts
$21K +$20.4K +142 New
WWP
1604
WR Wealth Planners
Missouri
$20.8K +$20.2K +141 New
BIA
1605
Bell Investment Advisors
California
$20.4K +$8.89K +62 +82%
FPFS
1606
First Personal Financial Services
North Carolina
$19.9K
LB
1607
Legacy Bridge
Iowa
$19.5K
IFAM
1608
Institutional & Family Asset Management
Colorado
$19.5K
Kayne Anderson Rudnick Investment Management
1609
Kayne Anderson Rudnick Investment Management
California
$19.2K -$24K -167 -56%
HWM
1610
HighMark Wealth Management
Minnesota
$18.7K -$8.46K -59 -39%
PAM
1611
Palisade Asset Management
Minnesota
$18.5K +$17.9K +125 New
RCM
1612
Raleigh Capital Management
North Carolina
$18.5K +$15.9K +111 +793%
EAM
1613
Eukles Asset Management
Ohio
$18K +$2.58K +18 +17%
CFFP
1614
Center for Financial Planning
Michigan
$17K
MHR
1615
Matthew Hamilton Rosenberg
$16.4K
RS
1616
Rakuten Securities
Japan
$16.4K +$15.9K +111 New
MFG
1617
Mendota Financial Group
Wisconsin
$16.3K
MFT
1618
Moisand Fitzgerald Tamayo
Florida
$16.3K
BL
1619
Balentine LLC
Georgia
$16.3K
RDFA
1620
Ritter Daniher Financial Advisory
Ohio
$16.1K
SRCM
1621
Signature Resources Capital Management
California
$15.8K
AWM
1622
Abound Wealth Management
Tennessee
$15.7K +$4.73K +33 +45%
SA
1623
Scarborough Advisors
Maryland
$15.2K
TWD
1624
True Wealth Design
Ohio
$14.8K -$4.3K -30 -23%
BWP
1625
Baldwin Wealth Partners
Massachusetts
$14.8K

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.