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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
RAM
1626
Ramirez Asset Management
New York
$14.8K
WWM
1627
Wolff Wiese Magana
California
$14.1K
BA
1628
Ballast Advisors
Minnesota
$14K -$1.15K -8 -8%
MRCM
1629
M&R Capital Management
New Jersey
$13.6K +$1.15K +8 +10%
IF
1630
Integrity Financial
Wyoming
$13.4K -$3.59K -25 -22%
WFA
1631
Wells Financial Advisors
Massachusetts
$13.3K
OHWP
1632
Oak Harbor Wealth Partners
North Carolina
$11.4K -$8.03K -56 -42%
LWA
1633
Lowe Wealth Advisors
Maryland
$11.1K -$370K -2,580 -97%
PP
1634
Pingora Partners
Wyoming
$11.1K
LCM
1635
Logan Capital Management
Pennsylvania
$10.4K
RFG
1636
REAP Financial Group
Texas
$10.3K
MSFP
1637
Mark Sheptoff Financial Planning
Connecticut
$10.2K
WBC
1638
West Branch Capital
Massachusetts
$9.46K
APC
1639
Aspire Private Capital
North Carolina
$9.01K
CWAF
1640
Core Wealth Advisors (Florida)
Florida
$8.86K
MCM
1641
Manchester Capital Management
Vermont
$8.57K -$561K -3,910 -99%
PCMC
1642
Private Capital Management (Colorado)
Colorado
$7.68K +$7.46K +52 New
DF
1643
DecisionPoint Financial
Arizona
$7.14K
CSWM
1644
Cassady Schiller Wealth Management
Ohio
$7.09K +$6.89K +48 New
PVH
1645
Psagot Value Holdings
Israel
$7K -$503K -3,508 -99%
CSB
1646
City State Bank
Iowa
$7K
PIS
1647
POM Investment Strategies
North Carolina
$6.35K
VNA
1648
Valley National Advisers
Pennsylvania
$5K -$18.5K -129 -79%
HI
1649
Hoey Investments
Pennsylvania
$4.5K
NI
1650
NCP Inc
California
$4.28K +$4.16K +29 New

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.