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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
GCP
1676
Garda Capital Partners
Minnesota
-$4.45M -32,615 Closed
MWM
1677
Meridian Wealth Management
Kentucky
-$3.86M -28,296 Closed
GB
1678
Gunma Bank
Japan
-$3.68M -27,000 Closed
Point72 Asset Management
1679
Point72 Asset Management
Connecticut
-$3.48M -24,249 Closed
PAG
1680
Private Advisory Group
Washington
-$2.84M -20,818 Closed
MPI
1681
Mairs & Power Inc
Minnesota
-$2.66M -19,483 Closed
CCM
1682
Canal Capital Management
Virginia
-$2.58M -18,913 Closed
EGA
1683
Eagle Global Advisors
Texas
-$2.39M -17,500 Closed
AHC
1684
Anderson Hoagland & Co
Missouri
-$2.26M -16,175 Closed
KA
1685
Kovack Advisors
Florida
-$2.15M -15,741 Closed
ORAM
1686
One River Asset Management
Connecticut
-$1.99M -13,885 Closed
JF
1687
Jump Financial
Illinois
-$1.73M -12,719 Closed
WI
1688
WBI Investments
New Jersey
-$1.73M -12,687 Closed
CWI
1689
Conscious Wealth Investments
Florida
-$1.61M -11,628 Closed
SAG
1690
SageView Advisory Group
California
-$1.58M -11,244 Closed
BFP
1691
Briaud Financial Planning
Texas
-$1.51M -11,040 Closed
PMEF
1692
Point72 Middle East FZE
United Arab Emirates
-$1.17M -8,601 Closed
CWP
1693
Curated Wealth Partners
California
-$1.22M -8,500 Closed
AP
1694
Appleton Partners
Massachusetts
-$948K -6,948 Closed
SF
1695
Summit Financial
New Jersey
-$946K -6,938 Closed
CCM
1696
Cox Capital Management
Massachusetts
-$923K -6,765 Closed
UF
1697
Univest Financial
Pennsylvania
-$804K -5,892 Closed
PCM
1698
Prana Capital Management
Connecticut
-$771K -5,652 Closed
AWA
1699
Arete Wealth Advisors
Illinois
-$759K -5,563 Closed
SSG
1700
Summit Securities Group
New York
-$750K -5,500 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.