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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
EWA
201
Evolution Wealth Advisors
Florida
$12.2M +$107K +703 +0.9%
CCS
202
Concentric Capital Strategies
Connecticut
$12.1M +$5.11M +33,695 +75%
OC
203
Oppenheimer & Co
New York
$12M -$5.07M -33,439 -30%
OBWG
204
Onyx Bridge Wealth Group
New York
$12M +$11.4M +75,467 +3,083%
GEM
205
Global Endowment Management
North Carolina
$11.9M
MCM
206
Makena Capital Management
California
$11.8M -$2.62M -17,290 -18%
CAG
207
Csenge Advisory Group
Florida
$11.8M +$7.36M +48,537 +171%
FWM
208
Focused Wealth Management
New York
$11.8M +$264K +1,741 +2%
CC
209
Callan Capital
California
$11.6M -$164K -1,082 -1%
PI
210
Parkside Investments
Illinois
$11.5M +$899K +5,929 +9%
Pathstone Holdings
211
Pathstone Holdings
New Jersey
$11.4M +$41.1K +271 +0.4%
RRA
212
Round Rock Advisors
Connecticut
$11.4M +$223K +1,472 +2%
AI
213
Atria Investments
North Carolina
$11.4M -$2.21M -14,568 -16%
FTS
214
Fifth Third Securities
Ohio
$11.4M -$146K -962 -1%
HF
215
HRT Financial
New York
$11.3M +$11.1M +73,540 New
TAM
216
Tocqueville Asset Management
New York
$11.3M -$10.6K -70 -0.1%
ABTD
217
Arvest Bank Trust Division
Oklahoma
$11.3M +$11.1M +73,285 New
HWA
218
Hilltop Wealth Advisors
North Carolina
$11.3M +$8.79K +58 +0.1%
FFG
219
Frisch Financial Group
New York
$11.3M -$327K -2,159 -3%
IF
220
Intrua Financial
Texas
$11.3M +$1.73M +11,406 +19%
TFCP
221
Twin Focus Capital Partners
Massachusetts
$11.2M +$267K +1,762 +2%
Allspring Global Investments
222
Allspring Global Investments
North Carolina
$11M +$10.8M +71,515 +36,302%
AWM
223
AAF Wealth Management
Massachusetts
$11M +$521K +3,438 +5%
NHFG
224
New Harbor Financial Group
Massachusetts
$11M +$1.51M +9,992 +16%
CM
225
Castleark Management
Illinois
$11M

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.