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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
Bank of America
1
Bank of America
North Carolina
$6.15B +$34.8M +242,707 +0.6%
JP Morgan Chase
2
JP Morgan Chase
New York
$2.09B -$75.6M -526,658 -4%
Morgan Stanley
3
Morgan Stanley
New York
$1.73B -$1.78B -12,389,051 -51%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.1B +$65.4M +456,081 +7%
Wells Fargo
5
Wells Fargo
California
$1.03B +$16M +111,587 +2%
LPL Financial
6
LPL Financial
California
$958M +$47.3M +329,419 +5%
NAM
7
Nissay Asset Management
Japan
$848M
RJA
8
Raymond James & Associates
Florida
$840M +$11.9M +82,804 +1%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$676M +$11.9M +83,196 +2%
Truist Financial
10
Truist Financial
North Carolina
$601M -$4.57M -31,839 -0.8%
UBS Group
11
UBS Group
Switzerland
$551M -$26.8M -186,696 -5%
WA
12
WestEnd Advisors
North Carolina
$542M +$13.1M +91,113 +3%
Goldman Sachs
13
Goldman Sachs
New York
$494M -$1.89M -13,144 -0.4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$460M -$58.3M -406,415 -12%
Ameriprise
15
Ameriprise
Minnesota
$430M +$42.6M +296,719 +11%
HIIFS
16
Harel Insurance Investments & Financial Services
Israel
$417M -$28.4K -198 -0%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$388M +$197M +1,375,038 +110%
Citigroup
18
Citigroup
New York
$374M +$157M +1,091,550 +76%
CM
19
Churchill Management
California
$293M -$25.6M -178,635 -8%
PF
20
Phoenix Financial
Israel
$252M +$126M +875,733 +106%
BlackRock
21
BlackRock
New York
$248M +$65.6M +457,336 +37%
Charles Schwab
22
Charles Schwab
California
$228M -$94.8M -660,539 -30%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$228M +$9.24M +64,423 +4%
Bessemer Group
24
Bessemer Group
New Jersey
$208M -$208M -1,452,370 -51%
MIH
25
Meitav Investment House
Israel
$185M -$7.27M -50,644 -4%

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.