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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
William Blair & Company
151
William Blair & Company
Illinois
$17.3M +$912K +6,357 +6%
AI
152
Atria Investments
North Carolina
$17.2M +$1.32M +9,191 +9%
SG Americas Securities
153
SG Americas Securities
New York
$17M -$2.77M -19,296 -14%
MCWS
154
McKinley Carter Wealth Services
West Virginia
$17M +$1.31M +9,134 +9%
MIM
155
Miller Investment Management
Pennsylvania
$16.8M +$96.4K +672 +0.6%
SC
156
Scotia Capital
Ontario, Canada
$16.7M +$622K +4,334 +4%
GAG
157
GM Advisory Group
New York
$15.7M +$15M +104,283 +5,705%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$15.7M +$4.03M +28,113 +36%
KHLMTHM
159
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$15.6M
EPFB
160
Employees Provident Fund Board
Malaysia
$15.6M
ATPW
161
Ashton Thomas Private Wealth
Arizona
$15.4M +$4.37M +30,460 +41%
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$15.4M -$3.56M -24,840 -19%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$15M +$1.34M +9,371 +10%
RWM
164
Rezny Wealth Management
Florida
$14.7M -$22.2K -155 -0.2%
AIIMS
165
Analyst IMS Investment Management Services
Israel
$14.3M -$30.3K -211 -0.2%
BFIC
166
Bedell Frazier Investment Counselling
California
$14.2M -$284K -1,983 -2%
DWM
167
Dakota Wealth Management
Florida
$14.1M +$757K +5,278 +6%
SCA
168
Stillwater Capital Advisors
Pennsylvania
$13.8M -$119K -827 -0.9%
OAM
169
Oppenheimer Asset Management
New York
$13.8M +$6.75M +47,060 +102%
ACA
170
Aspire Capital Advisors
Washington
$13.8M +$3.55M +24,748 +36%
IWM
171
IHT Wealth Management
Illinois
$13.6M +$12.1K +84 +0.1%
Envestnet Portfolio Solutions
172
Envestnet Portfolio Solutions
Illinois
$13.6M +$4.57M +31,879 +53%
Creative Planning
173
Creative Planning
Kansas
$13.5M -$502K -3,496 -4%
Baird Financial Group
174
Baird Financial Group
Wisconsin
$13.4M -$773K -5,391 -6%
GWA
175
Gratus Wealth Advisors
Virginia
$13.3M -$166K -1,158 -1%

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.