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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
CPA
1651
Clear Point Advisors
New York
$3.69K +$3.59K +25 New
GWP
1652
Gen-Wealth Partners
Michigan
$3.69K +$3.59K +25 New
AWM
1653
Angeles Wealth Management
California
$3.55K
LF
1654
LifeSteps Financial
California
$3.55K +$3.44K +24 New
LFA
1655
Legend Financial Advisors
Pennsylvania
$3.25K -$1.86K -13 -37%
TIM
1656
Thompson Investment Management
Wisconsin
$2.66K +$2.58K +18 New
BHWM
1657
Beaird Harris Wealth Management
Texas
$2.36K +$2.29K +16 New
CMP
1658
Coston McIsaac & Partners
Maine
$2K
HDIM
1659
Hanson & Doremus Investment Management
Vermont
$2K
FWM
1660
FSA Wealth Management
Massachusetts
$1.93K
CWM
1661
CarsonAllaria Wealth Management
Illinois
$1.48K +$1.44K +10 New
FFA
1662
Frazier Financial Advisors
Ohio
$1.05K
VAG
1663
VisionPoint Advisory Group
Texas
$1.03K
GP
1664
Greenline Partners
New York
$293 -$287 -2 -50%
Capstone Investment Advisors
1665
Capstone Investment Advisors
New York
$148 +$143 +1 New
GCS
1666
Gordian Capital (Singapore)
Singapore
$148 +$143 +1 New
S
1667
Sachetta
Massachusetts
$139
Caisse de Depot et Placement du Quebec (CDPQ)
1668
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$234M -1,717,100 Closed
WG
1669
Winton Group
United Kingdom
-$81.1M -594,921 Closed
VMPIC
1670
Varma Mutual Pension Insurance Co
Finland
-$55.4M -406,000 Closed
NTIC
1671
Napean Trading & Investment Company
Singapore
-$9.32M -68,316 Closed
CCS
1672
Concentric Capital Strategies
Connecticut
-$7.07M -51,830 Closed
DZ Bank
1673
DZ Bank
Germany
-$5.28M -38,689 Closed
BDAM
1674
Blue Door Asset Management
Connecticut
-$5.17M -37,906 Closed
FA
1675
FDx Advisors
Illinois
-$4.94M -36,220 Closed

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.