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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
PI
176
PineBridge Investments
New York
$12.9M -$937K -6,531 -7%
WA
177
WBH Advisory
Maryland
$12.8M +$755K +5,263 +6%
Lido Advisors
178
Lido Advisors
California
$12.7M -$56.1K -391 -0.5%
LRWA
179
Long Run Wealth Advisors
New York
$12.6M +$595K +4,149 +5%
BS
180
Banco Santander
Spain
$12.6M +$5.35M +37,300 +78%
HNW
181
High Note Wealth
Minnesota
$12.4M +$1.02M +7,113 +9%
ASN
182
Advisory Services Network
Georgia
$12.3M +$5M +34,851 +72%
PWAC
183
Private Wealth Advisors (California)
California
$12.1M -$596K -4,156 -5%
PI
184
Parkside Investments
Illinois
$12.1M +$64.6K +450 +0.6%
SPIA
185
Steward Partners Investment Advisory
New York
$12M +$879K +6,128 +8%
JWCA
186
J.W. Cole Advisors
Florida
$11.9M -$146K -1,015 -1%
APF
187
Alaska Permanent Fund
Alaska
$11.7M
CIC
188
Carnegie Investment Counsel
Ohio
$11.6M -$306K -2,130 -3%
Pathstone Holdings
189
Pathstone Holdings
New Jersey
$11.6M -$586K -4,088 -5%
LFS
190
Legacy Financial Strategies
Kansas
$11.6M +$147K +1,023 +1%
MWPCG
191
Measured Wealth Private Client Group
New Hampshire
$11.6M +$306K +2,132 +3%
RCP
192
Rothschild Capital Partners
New York
$11.5M
Fidelity International
193
Fidelity International
Bermuda
$11.5M +$7.3M +50,901 +190%
AT
194
Arvest Trust
Oklahoma
$11.4M -$104K -724 -0.9%
CC
195
Callan Capital
California
$11.4M -$269K -1,873 -2%
HIP
196
Harrell Investment Partners
Texas
$11.4M -$938K -6,536 -8%
FTS
197
Fifth Third Securities
Ohio
$11.3M +$165K +1,147 +2%
AA
198
AlphaMark Advisors
Kentucky
$11.3M +$1.14M +7,933 +12%
Chevy Chase Trust
199
Chevy Chase Trust
Maryland
$11.2M -$7.5M -52,248 -41%
IWC
200
Integrated Wealth Concepts
Massachusetts
$11.1M +$2.24M +15,617 +26%

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.