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State Street SPDR S&P Health Care Services ETF

49 hedge funds and large institutions have $40.7M invested in State Street SPDR S&P Health Care Services ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.02% less ownership

Funds ownership: 41.03%38.01% (-3%)

4% less funds holding

Funds holding: 5149 (-2)

12% less capital invested

Capital invested by funds: $46.4M → $40.7M (-$5.71M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$261K +$268K +3,018 New
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$232K +$117K +1,318 +96%
RJA
28
Raymond James & Associates
Florida
$222K -$105K -1,188 -32%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$186K -$53K -597 -22%
SSB
30
Sandy Spring Bank
Maryland
$81.7K
Citigroup
31
Citigroup
New York
$66.9K +$31.5K +355 +85%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$64.2K
TC
33
Truvestments Capital
Florida
$39.3K
AWM
34
Accel Wealth Management
Iowa
$39.1K
GEA
35
Glen Eagle Advisors
New Jersey
$38.9K
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$35K +$8.88K +100 +33%
AAS
37
Ameritas Advisory Services
Nebraska
$34.2K +$35.2K +396 New
CIAS
38
Capital Investment Advisory Services
North Carolina
$22.3K
BAM
39
Belpointe Asset Management
Nevada
$22.1K -$15.7K -177 -41%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$21.7K +$2.84K +32 +15%
MTIC
41
Missouri Trust & Investment Company
Missouri
$17.3K
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.8K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$13.8K
NFSG
44
Newbridge Financial Services Group
Florida
$9.94K
HNB
45
Huntington National Bank
Ohio
$9.86K
EWM
46
EPG Wealth Management
Georgia
$8.92K
William Blair & Company
47
William Blair & Company
Illinois
$7.96K
AP
48
Advisors Preferred
Maryland
$6.83K +$6.92K +78 New
BA
49
Ballast Advisors
Minnesota
$5.53K
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$523 -$98.9K -1,114 -16%

XHS Hedge Fund Activity: Q1 2023 in Review

49 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q1 2023, worth a combined $40.7M — down 12% from $46.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of XHS and 7 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 10 added.

The largest buyer was WBI Investments, opening a new position worth an estimated $1.12M. The largest seller was Wells Fargo, cutting an estimated $2.75M.

  • 49 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q1 2023, down from 51 in Q4 2022.
  • Funds reported $40.7M of State Street SPDR S&P Health Care Services ETF stock for Q1 2023, down 12% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q1 2023 and 8 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Health Care Services ETF buyer in Q1 2023 was WBI Investments, an estimated $1.12M added.
  • The largest State Street SPDR S&P Health Care Services ETF seller in Q1 2023 was Wells Fargo, an estimated $2.75M sold.

Based on aggregated 13F filings for Q1 2023.