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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
PH
1751
Pinnacle Holdings
Oklahoma
-$85.5K -627 Closed
DAC
1752
Dividend Assets Capital
South Carolina
-$71K -518 Closed
NFA
1753
Northwest Financial Advisors
Virginia
-$67.4K -494 Closed
PCMC
1754
Planning Capital Management Corporation
Pennsylvania
-$54.6K -400 Closed
CSWG
1755
Cardinal Strategic Wealth Guidance
Kentucky
-$50.3K -369 Closed
FBC
1756
Fairfield, Bush & Co
Connecticut
-$46.8K -343 Closed
ODG
1757
O'Dell Group
Ohio
-$42.8K -314 Closed
BGAI
1758
Bruce G. Allen Investments
Colorado
-$40.1K -294 Closed
PS
1759
Planned Solutions
California
-$38.6K -283 Closed
GWMIA
1760
Global Wealth Management Investment Advisory
Florida
-$33.7K -247 Closed
BCM
1761
Bourgeon Capital Management
Connecticut
-$28.1K -206 Closed
MFA
1762
McClarren Financial Advisors
Pennsylvania
-$21K -157 Closed
LFA
1763
Livelsberger Financial Advisory
Ohio
-$17.7K -130 Closed
WPWM
1764
Western Pacific Wealth Management
Illinois
-$17K -125 Closed
EA
1765
Evolution Advisers
Virginia
-$14K -103 Closed
Nomura Asset Management
1766
Nomura Asset Management
Japan
-$13.6K -100 Closed
OP
1767
ORG Partners
Indiana
-$12.5K -92 Closed
SVCP
1768
Silicon Valley Capital Partners
California
-$12.5K -91 Closed
VF
1769
VitalStone Financial
Texas
-$10K -75 Closed
LF
1770
Lee Financial
Texas
-$9.68K -71 Closed
SWS
1771
SYSTM Wealth Solutions
Illinois
-$4.37K -32 Closed
EC
1772
EdgeRock Capital
Colorado
-$4.26K -30 Closed
PA
1773
Pineridge Advisors
Missouri
-$1.91K -14 Closed
MSWM
1774
McGlone Suttner Wealth Management
Wisconsin
-$273 -2 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.