State Street SPDR S&P Pharmaceuticals ETF
XPH
73 hedge funds and large institutions have $115M invested in State Street SPDR S&P Pharmaceuticals ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 9 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 20
0% more funds holding
Funds holding: 73 → 73 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
10.68% less ownership
Funds ownership: 62.6% → 51.92% (-11%)
16% less capital invested
Capital invested by funds: $138M → $115M (-$22.8M)
31% less call options, than puts
Call options by funds: $957K | Put options by funds: $1.38M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$4.99M |
| 2 |
Goldman Sachs
New York
|
+$2.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.23M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$25.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$9.21M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.04M |
| 4 |
TCA
Taconic Capital Advisors
New York
|
-$1.66M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$615K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
76
AE Wealth Management
Topeka,
Kansas
| – | -$615K | -14,546 | Closed |
|
|
ASBI
77
American State Bank (Iowa)
Sioux Center,
Iowa
| – | -$65.1K | -1,564 | Closed |
|
|
BCV
78
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| – | -$50K | -1,200 | Closed |
|
79
Simplex Trading
Chicago,
Illinois
| – | -$37K | -910 | Closed |
|
|
ASN
80
Advisory Services Network
Atlanta,
Georgia
| – | -$29.1K | -700 | Closed |
|
|
AW
81
Avion Wealth
The Woodlands,
Texas
| – | -$19K | -460 | Closed |
|
|
NFA
82
Northwest Financial Advisors
Herndon,
Virginia
| – | -$3.12K | -75 | Closed |
|
|
TFA
83
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -1 | Closed |
|
XPH Hedge Fund Activity: Q1 2024 in Review
73 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Pharmaceuticals ETF (XPH) for Q1 2024, worth a combined $115M — down 16% from $138M a quarter earlier.
Fund positioning in XPH was balanced in Q1 2024: 9 funds opened new positions, 9 closed out, 23 added to existing stakes and 20 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $4.99M. The largest seller was Morgan Stanley, cutting an estimated $25.8M.
- 73 institutional investors held State Street SPDR S&P Pharmaceuticals ETF (XPH) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $115M of State Street SPDR S&P Pharmaceuticals ETF stock for Q1 2024, down 16% quarter-over-quarter.
- 9 funds opened new State Street SPDR S&P Pharmaceuticals ETF positions in Q1 2024 and 9 closed out, a net change of 0 holders.
- The largest State Street SPDR S&P Pharmaceuticals ETF buyer in Q1 2024 was Kingsview Wealth Management, an estimated $4.99M added.
- The largest State Street SPDR S&P Pharmaceuticals ETF seller in Q1 2024 was Morgan Stanley, an estimated $25.8M sold.
Based on aggregated 13F filings for Q1 2024.