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State Street Health Care Select Sector SPDR ETF

1,759 hedge funds and large institutions have $28.3B invested in State Street Health Care Select Sector SPDR ETF in 2024 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 611 increasing their positions, 662 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 176

2% more funds holding

Funds holding: 1,7281,759 (+31)

8% less repeat investments, than reductions

Existing positions increased: 611 | Existing positions reduced: 662

1.65% less ownership

Funds ownership: 73.3%71.65% (-1.7%)

7% less capital invested

Capital invested by funds: $30.6B → $28.3B (-$2.24B)

25% less funds holding in top 10

Funds holding in top 10: 11385 (-28)

26% less call options, than puts

Call options by funds: $2.05B | Put options by funds: $2.77B

Holders
1,759
Holders Change
+31
Holders Change %
+1.79%
% of All Funds
23.17%
Holding in Top 10
85
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-24.78%
% of All Funds
1.12%
New
237
Increased
611
Reduced
662
Closed
176
Calls
$2.05B
Puts
$2.77B
Net Calls
-$726M
Net Calls Change
-$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.03B -$26.9M -183,642 -0.5%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$2.21B -$69.9K -478 -3%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.5B -$380M -2,593,809 -19%
Morgan Stanley
4
Morgan Stanley
New York
$1.5B -$165M -1,126,631 -9%
LPL Financial
5
LPL Financial
California
$928M +$10.5M +71,595 +1%
Raymond James Financial
6
Raymond James Financial
Florida
$828M +$881M +6,019,648 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$815M +$2.14M +14,616 +0.2%
Wells Fargo
8
Wells Fargo
California
$806M -$169M -1,156,795 -16%
Goldman Sachs
9
Goldman Sachs
New York
$789M -$125M -853,361 -13%
NAM
10
Nissay Asset Management
Japan
$551M -$137M -934,168 -19%
UBS Group
11
UBS Group
Switzerland
$478M -$10.3M -70,440 -2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$472M +$38M +259,687 +8%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$472M +$502M +3,433,028 New
Truist Financial
14
Truist Financial
North Carolina
$426M +$39.8M +271,779 +10%
Ameriprise
15
Ameriprise
Minnesota
$424M -$82.6M -564,725 -15%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$416M -$2.71M -18,537 -0.6%
HIIFS
17
Harel Insurance Investments & Financial Services
Israel
$400M -$184K -1,260 -0%
WA
18
WestEnd Advisors
North Carolina
$371M +$37.7M +257,961 +11%
Two Sigma Investments
19
Two Sigma Investments
New York
$326M +$126M +860,157 +57%
CM
20
Churchill Management
California
$269M -$65M -444,460 -19%
MIH
21
Meitav Investment House
Israel
$216M -$54.3M -371,115 -19%
MMH
22
Menora Mivtachim Holdings
Israel
$202M -$27.2M -186,162 -11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
23
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$201M -$105M -720,000 -33%
PF
24
Phoenix Financial
Israel
$178M -$58.2M -397,371 -24%
PCH
25
PGIM Custom Harvest
New Jersey
$158M +$15M +102,482 +10%

XLV Hedge Fund Activity: Q4 2024 in Review

1,759 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q4 2024, worth a combined $28.3B — down 7.3% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new XLV positions and 176 closed out — a net gain of 61 holders — while 611 added to existing stakes and 662 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $502M. The largest seller was JP Morgan Chase, cutting an estimated $380M.

  • 1,759 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q4 2024, up from 1,728 in Q3 2024.
  • Funds reported $28.3B of State Street Health Care Select Sector SPDR ETF stock for Q4 2024, down 7.3% quarter-over-quarter.
  • 237 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q4 2024 and 176 closed out, a net change of +61 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q4 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $502M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q4 2024 was JP Morgan Chase, an estimated $380M sold.

Based on aggregated 13F filings for Q4 2024.