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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
EWA
201
Evolution Wealth Advisors
Florida
$11.1M -$5.28M -36,795 -33%
BRWA
202
B. Riley Wealth Advisors
Florida
$11.1M -$1.38M -9,629 -10%
FFG
203
Frisch Financial Group
New York
$10.9M -$97K -676 -0.9%
Two Sigma Investments
204
Two Sigma Investments
New York
$10.9M -$3.15M -21,940 -23%
TAM
205
Tocqueville Asset Management
New York
$10.9M
HWA
206
Hilltop Wealth Advisors
North Carolina
$10.8M -$163K -1,136 -2%
A
207
Allianz
Germany
$10.8M +$10.5M +73,371 New
TCA
208
Transcend Capital Advisors
New Jersey
$10.8M +$819K +5,706 +8%
PIN
209
Prudent Investors Network
California
$10.7M +$10.4M +72,244 New
BFWA
210
Benchmark Financial Wealth Advisors
Florida
$10.6M +$530K +3,696 +5%
FWM
211
Focused Wealth Management
New York
$10.6M +$490K +3,414 +5%
KA
212
Kozak & Associates
Colorado
$10.6M +$747K +5,204 +8%
GM
213
GeoWealth Management
Illinois
$10.6M -$868K -6,053 -8%
VA
214
Valmark Advisers
Ohio
$10.6M +$2.29M +15,935 +29%
PPWP
215
Proquility Private Wealth Partners
Nevada
$10.5M +$492K +3,432 +5%
CM
216
Castleark Management
Illinois
$10.5M +$10.2M +71,120 New
PP
217
Paloma Partners
Connecticut
$10.4M +$8.32M +58,011 +470%
RRA
218
Round Rock Advisors
Connecticut
$10.4M +$403K +2,806 +4%
ACM
219
Anfield Capital Management
California
$10.4M +$3.14M +21,860 +45%
VIA
220
Vickerman Investment Advisors
Washington
$10.3M +$298K +2,079 +3%
TFCP
221
Twin Focus Capital Partners
Massachusetts
$10.3M +$292K +2,035 +3%
HPC
222
Hobart Private Capital
North Carolina
$10.3M -$26.3K -183 -0.3%
RA
223
RFG Advisory
Alabama
$10.3M +$1.28M +8,892 +15%
PCOTEOTHU
224
Provident Company of the Employees of the Hebrew University
Israel
$10.2M +$9.93M +69,216 New
FMC
225
First Merchants Corp
Indiana
$10.2M -$571K -3,980 -5%

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.