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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
MTIC
1626
Missouri Trust & Investment Company
Missouri
$43K -$3.33K -22 -7%
RFS
1627
Richardson Financial Services
Massachusetts
$42.6K +$21.5K +142 +100%
AIA
1628
Armor Investment Advisors
North Carolina
$41.9K
MIM
1629
Macroview Investment Management
Maryland
$41.6K -$1.52K -10 -4%
SC
1630
Sawyer & Company
Massachusetts
$41K
AWM
1631
Abound Wealth Management
Tennessee
$40.8K +$26.5K +175 +194%
PIA
1632
Powell Investment Advisors
Florida
$40.7K
HC
1633
Hara Capital
Washington
$38.5K +$37.9K +250 New
GG
1634
Gleason Group
Kentucky
$37.8K +$152 +1 +0.4%
MBFW
1635
Morton Brown Family Wealth
Pennsylvania
$37.7K +$152 +1 +0.4%
BSB
1636
Bangor Savings Bank
Maine
$37.3K
FGC
1637
Financial Gravity Companies
Texas
$35.9K +$35.3K +233 New
LFASL
1638
Lugano Financial Advisors SA (LFA)
Switzerland
$35.1K
CA
1639
Claris Advisors
Missouri
$34.8K +$34.3K +226 New
CWM
1640
CarsonAllaria Wealth Management
Illinois
$32K +$31.5K +208 New
LIS
1641
Legacy Investment Solutions
Idaho
$31.7K +$32.7K +216 New
LWMI
1642
Legacy Wealth Management (Idaho)
Idaho
$31.7K +$32.7K +216 New
FA
1643
Financial Avengers
California
$31.4K +$152 +1 +0.5%
CAM
1644
Creekmur Asset Management
Illinois
$30.3K +$5.61K +37 +23%
DCM
1645
Davis Capital Management
Florida
$28.8K
OSNBOA
1646
Old Second National Bank of Aurora
Illinois
$28.5K
WTA
1647
Washington Trust Advisors
Massachusetts
$28.2K
OA
1648
Operose Advisors
Wisconsin
$27.4K
GCM
1649
Gables Capital Management
Florida
$27K
SC
1650
Steph & Co
Wisconsin
$26.2K

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.