We are live on ! Find out more
XLV icon

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
WHG
151
Westwood Holdings Group
Texas
$17.7M +$4.76M +31,434 +38%
JCM
152
Janney Capital Management
Pennsylvania
$17.6M +$17.3M +114,382 New
PAS
153
Park Avenue Securities
New York
$16.9M -$3.29M -21,694 -16%
ATPW
154
Ashton Thomas Private Wealth
Arizona
$16.8M +$5.04M +33,233 +44%
OAM
155
Oppenheimer Asset Management
New York
$16.7M +$3.25M +21,412 +25%
RWM
156
Rezny Wealth Management
Florida
$16.7M +$519K +3,427 +3%
CA
157
Cornerstone Advisors
North Carolina
$16.6M +$1.46M +9,600 +10%
UCFA
158
United Capital Financial Advisors
Texas
$16.4M -$118K -776 -0.7%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$16.3M +$428K +2,825 +3%
KHLMTHM
160
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$16.2M
ONB
161
Old National Bancorp
Indiana
$16.2M -$1.29M -8,521 -8%
AIIMS
162
Analyst IMS Investment Management Services
Israel
$15.4M -$122K -808 -0.8%
SCA
163
Stillwater Capital Advisors
Pennsylvania
$15.4M +$355K +2,342 +2%
D.E. Shaw & Co
164
D.E. Shaw & Co
New York
$15.4M +$15.1M +99,668 New
Creative Planning
165
Creative Planning
Kansas
$15.3M +$443K +2,920 +3%
DWM
166
Dakota Wealth Management
Florida
$15.2M +$278K +1,833 +2%
CCT
167
Chemung Canal Trust
New York
$15.2M -$5.73M -37,825 -28%
VF
168
Virtu Financial
New York
$15.1M +$14.9M +98,104 New
PP
169
Passaic Partners
New Jersey
$15M +$14.8M +97,365 New
WAS
170
WESPAC Advisors SoCal
California
$14.9M +$1.76M +11,607 +14%
FAIM
171
Financial Advocates Investment Management
Washington
$14.7M +$8.29M +54,678 +130%
AAIM
172
Asset Advisors Investment Management
Georgia
$14.7M +$1.39M +9,177 +11%
PIN
173
Prudent Investors Network
California
$14.6M +$3.02M +19,933 +27%
BFIC
174
Bedell Frazier Investment Counselling
California
$14.5M -$43K -284 -0.3%
GWA
175
Gratus Wealth Advisors
Virginia
$14.5M +$691K +4,557 +5%

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.