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
SAM
1726
Secure Asset Management
Michigan
-$293K -2,147 Closed
HA
1727
Heartland Advisors
Wisconsin
-$277K -2,029 Closed
WCA
1728
Waratah Capital Advisors
Ontario, Canada
-$263K -1,930 Closed
FCFC
1729
First Commonwealth Financial Corp
Pennsylvania
-$255K -1,871 Closed
OPPS
1730
Obsidian Personal Planning Solutions
Maryland
-$237K -1,737 Closed
CG
1731
Clifford Group
Massachusetts
-$237K -1,736 Closed
CCFCSB
1732
Cape Cod Five Cents Savings Bank
Massachusetts
-$234K -1,713 Closed
OFA
1733
Oak Family Advisors
Illinois
-$232K -1,700 Closed
FFO
1734
Fiduciary Family Office
Florida
-$230K -1,688 Closed
PWCM
1735
Processus Wealth & Capital Management
Tennessee
-$227K -1,661 Closed
BBA
1736
Braun-Bostich & Associates
Pennsylvania
-$226K -1,656 Closed
PSP
1737
Principal Street Partners
Tennessee
-$223K -1,635 Closed
DBRC
1738
D.B. Root & Company
Pennsylvania
-$220K -1,612 Closed
SRSA
1739
S.R. Schill & Associates
Washington
-$216K -1,583 Closed
FHB
1740
First Hawaiian Bank
Hawaii
-$210K -1,538 Closed
SCM
1741
Sollinda Capital Management
Florida
-$209K -1,529 Closed
MC
1742
Miramar Capital
Illinois
-$208K -1,528 Closed
EA
1743
Emerald Advisors
Washington
-$207K -1,517 Closed
APP
1744
Avantax Planning Partners
Iowa
-$205K -1,506 Closed
BFA
1745
Beacon Financial Advisory
Ohio
-$205K -1,503 Closed
HB
1746
HTLF Bank
Colorado
-$201K -1,477 Closed
SC
1747
Soundwatch Capital
Connecticut
-$201K -1,477 Closed
LIWM
1748
Long Island Wealth Management
New York
-$125K -914 Closed
CAC
1749
Core Alternative Capital
Georgia
-$103K -756 Closed
SA
1750
SRH Advisors
Kansas
-$86.5K -634 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.