Health Care Select Sector SPDR Fund (XLV)

• Market cap: $38.3B
• 1 day: 1.66%
• 5 days: 0.87%
• 1 month: 2.70%
• 3 months: -5.83%
• 6 months: -4.18%
• Year to date: 3.55%
• 1 year: 1.73%
• 5 years: 36.23%
• 10 years: 102.10%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

126% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 68

6% more funds holding in top 10

Funds holding in top 10: 106 [Q2] → 112 (+6) [Q3]

5% more capital invested

Capital invested by funds: $30.9B [Q2] → $32.6B (+$1.64B) [Q3]

4% more funds holding

Funds holding: 1,640 [Q2] → 1,702 (+62) [Q3]

8% more repeat investments, than reductions

Existing positions increased: 660 | Existing positions reduced: 610

0.23% less ownership

Funds ownership: 79.21% [Q2] → 78.98% (-0.23%) [Q3]

25% less call options, than puts

Call options by funds: $1.9B | Put options by funds: $2.54B