We are live on ! Find out more
XLV icon

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
CG
1701
Corundum Group
Colorado
-$744K -5,458 Closed
BZWA
1702
Blue Zone Wealth Advisors
California
-$729K -5,344 Closed
MCB
1703
Morton Community Bank
Illinois
-$717K -5,261 Closed
EFG
1704
Ehrlich Financial Group
California
-$695K -5,094 Closed
LLWM
1705
Life Line Wealth Management
California
-$684K -5,018 Closed
WTG
1706
West Tower Group
Virginia
-$676K -4,954 Closed
UWS
1707
Unique Wealth Strategies
Illinois
-$675K -4,946 Closed
AP
1708
Arlington Partners
Alabama
-$640K -4,693 Closed
CNC
1709
Citizens & Northern Corp
Pennsylvania
-$484K -3,550 Closed
AC
1710
AlphaCore Capital
California
-$458K -3,355 Closed
JC
1711
JB Capital
Connecticut
-$414K -3,039 Closed
FAB
1712
First American Bank
Illinois
-$399K -2,928 Closed
BTWM
1713
Baker Tilly Wealth Management
Wisconsin
-$389K -2,852 Closed
KTM
1714
Keeler Thomas Management
Utah
-$380K -2,785 Closed
SWM
1715
Scissortail Wealth Management
Oklahoma
-$382K -2,721 Closed
FBB
1716
Fulton Breakefield Broenniman
Maryland
-$362K -2,651 Closed
KW
1717
KWB Wealth
California
-$358K -2,626 Closed
Simplex Trading
1718
Simplex Trading
Illinois
-$329K -2,415 Closed
BWA
1719
BlueSky Wealth Advisors
North Carolina
-$326K -2,394 Closed
WAM
1720
Wallington Asset Management
Indiana
-$326K -2,390 Closed
CCM
1721
Carlson Capital Management
Minnesota
-$319K -2,342 Closed
BWM
1722
BKM Wealth Management
Wisconsin
-$318K -2,333 Closed
FB
1723
Fulton Bank
Pennsylvania
-$316K -2,314 Closed
AWM
1724
Arista Wealth Management
Nevada
-$314K -2,303 Closed
SPWG
1725
Sage Private Wealth Group
Illinois
-$299K -2,192 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.