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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
TPW
1776
TL Private Wealth
Texas
-$250K -1,666 Closed
IAA
1777
Ironsides Asset Advisors
North Carolina
-$238K -1,635 Closed
FA
1778
Faithward Advisors
Pennsylvania
-$214K -1,469 Closed
GF
1779
Gries Financial
Ohio
-$210K -1,444 Closed
TWP
1780
Tempus Wealth Planning
California
-$202K -1,387 Closed
PI
1781
PEAK6 Investments
Illinois
-$200K -1,320 Closed
FF
1782
Friedenthal Financial
New Jersey
-$144K -988 Closed
VF
1783
VitalStone Financial
Texas
-$143K -981 Closed
UWS
1784
Unique Wealth Strategies
Illinois
-$121K -817 Closed
TLA
1785
Tanglewood Legacy Advisors
Texas
-$93.4K -641 Closed
ZRP
1786
Zynergy Retirement Planning
New Jersey
-$29.9K -205 Closed
SP
1787
SWS Partners
Ohio
-$25.1K -172 Closed
TWP
1788
Triad Wealth Partners
Kansas
-$20.7K -142 Closed
MFG
1789
Mendota Financial Group
Wisconsin
-$16K -110 Closed
SA
1790
Scarborough Advisors
Maryland
-$15.1K -103 Closed
WFA
1791
Wells Financial Advisors
Massachusetts
-$13.1K -90 Closed
OHWP
1792
Oak Harbor Wealth Partners
North Carolina
-$11.2K -77 Closed
RWMG
1793
Redwood Wealth Management Group
New Jersey
-$8.74K -60 Closed
CAM
1794
Chesapeake Asset Management
New York
-$5.1K -35 Closed
CIAS
1795
CBIZ Investment Advisory Services
Ohio
-$4.66K -32 Closed
GLR
1796
Great Lakes Retirement
Ohio
-$4.37K -30 Closed
DWM
1797
Dogwood Wealth Management
Kansas
-$4.08K -28 Closed
GI
1798
Gradient Investments
Minnesota
-$2.92K -20 Closed
OWA
1799
Opal Wealth Advisors
New York
-$2.77K -19 Closed
PA
1800
Pineridge Advisors
Missouri
-$1.6K -11 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.