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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
LCM
1751
Lunt Capital Management
Utah
-$1.09M -7,502 Closed
GCM
1752
Greenland Capital Management
New York
-$857K -5,880 Closed
RG
1753
Rathbones Group
United Kingdom
-$656K -4,500 Closed
FWMM
1754
Foundation Wealth Management (Missouri)
Missouri
-$584K -4,005 Closed
BBWP
1755
Beacon Bridge Wealth Partners
Pennsylvania
-$570K -3,913 Closed
GWS
1756
Glassman Wealth Services
Virginia
-$515K -3,536 Closed
SHFP
1757
Second Half Financial Partners
Florida
-$478K -3,277 Closed
MHS
1758
M Holdings Securities
Oregon
-$467K -3,198 Closed
MWA
1759
Midland Wealth Advisors
Illinois
-$456K -3,131 Closed
TFA
1760
Trinity Financial Advisors
Ohio
-$450K -3,086 Closed
AWM
1761
Alterna Wealth Management
Texas
-$437K -2,999 Closed
WFA
1762
Wellspring Financial Advisors
Ohio
-$417K -2,863 Closed
LIP
1763
Lighthouse Investment Partners
Florida
-$373K -2,561 Closed
CWS
1764
Confluence Wealth Services
Pennsylvania
-$361K -2,480 Closed
ZIM
1765
Zacks Investment Management
Illinois
-$353K -2,422 Closed
PP
1766
Prudential plc
United Kingdom
-$350K -2,398 Closed
XT
1767
XTX Topco
Cayman Islands
-$339K -2,328 Closed
ZF
1768
Zega Financial
Florida
-$315K -2,158 Closed
KWA
1769
Kellett Wealth Advisors
Ohio
-$308K -2,112 Closed
FFA
1770
First Foundation Advisors
California
-$299K -2,051 Closed
CWG
1771
Crown Wealth Group
North Carolina
-$295K -2,021 Closed
CC
1772
Cypress Capital
Tennessee
-$293K -2,010 Closed
TWP
1773
TFO Wealth Partners
Ohio
-$289K -1,983 Closed
NEWAS
1774
N.E.W. Advisory Services
Wisconsin
-$272K -1,869 Closed
BWM
1775
BNC Wealth Management
Oregon
-$249K -1,711 Closed

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.