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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
HF
1676
Halpern Financial
Virginia
$15.4K +$15.3K +101 New
TCOV
1677
Trust Company of Vermont
Vermont
$15.4K -$26.5K -175 -64%
RAM
1678
Ramirez Asset Management
New York
$15.4K
TWD
1679
True Wealth Design
Ohio
$15.4K
FFA
1680
Frazier Financial Advisors
Ohio
$15.2K +$8.79K +58 +141%
WWM
1681
Wolff Wiese Magana
California
$14.7K +$152 +1 +1%
BA
1682
Ballast Advisors
Minnesota
$14.6K
MRCM
1683
M&R Capital Management
New Jersey
$14.2K
RBA
1684
Richard Bernstein Advisors
New York
$14.2K -$823K -5,427 -98%
IF
1685
Integrity Financial
Wyoming
$14K
SIC
1686
SJS Investment Consulting
Ohio
$14K
LFA
1687
LGT Financial Advisors
Texas
$13.5K +$758 +5 +6%
FMP
1688
Financial Management Professionals
Texas
$13K -$28.5K -188 -69%
FRA
1689
Front Row Advisors
California
$12.9K -$183K -1,209 -94%
AEPWM
1690
Atlantic Edge Private Wealth Management
Florida
$12.5K +$12.3K +81 New
FIM
1691
FWL Investment Management
Texas
$11.6K
LWA
1692
Lowe Wealth Advisors
Maryland
$11.6K
LCM
1693
Logan Capital Management
Pennsylvania
$10.9K
HWM
1694
HighMark Wealth Management
Minnesota
$10.9K +$152 +1 +1%
MSFP
1695
Mark Sheptoff Financial Planning
Connecticut
$10.6K
RFG
1696
REAP Financial Group
Texas
$10.2K -$303 -2 -3%
WBC
1697
West Branch Capital
Massachusetts
$9.86K
CJH
1698
Christopher J. Hasenberg
Wisconsin
$9.71K +$9.7K +64 New
APC
1699
Aspire Private Capital
North Carolina
$9.39K
PWS
1700
Peterson Wealth Services
Utah
$8.93K +$8.79K +58 New

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.