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State Street SPDR S&P Health Care Services ETF

47 hedge funds and large institutions have $43M invested in State Street SPDR S&P Health Care Services ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

18% more funds holding

Funds holding: 4047 (+7)

1.38% more ownership

Funds ownership: 42.22%43.6% (+1.4%)

8% less capital invested

Capital invested by funds: $46.7M → $43M (-$3.74M)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$264K -$6.55K -73 -2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$245K -$5.92K -66 -2%
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$155K -$73.1K -814 -30%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$139K +$27.1K +302 +22%
NS
30
NBC Securities
Alabama
$99K +$107K +1,191 New
SSB
31
Sandy Spring Bank
Maryland
$78.6K
GEA
32
Glen Eagle Advisors
New Jersey
$74.6K
Fidelity Investments
33
Fidelity Investments
Massachusetts
$69.4K +$52.2K +582 +232%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$61.4K
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$54.9K
Citigroup
36
Citigroup
New York
$38.9K +$4.4K +49 +12%
TC
37
Truvestments Capital
Florida
$37.9K
CIAS
38
Capital Investment Advisory Services
North Carolina
$34.8K +$14.4K +160 +62%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$33K
MTIC
40
Missouri Trust & Investment Company
Missouri
$16.6K
NIC
41
Northwest Investment Counselors
Oregon
$16.6K +$17.9K +200 New
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.3K
NFSG
43
Newbridge Financial Services Group
Florida
$9.57K
GRP
44
Global Retirement Partners
California
$9.01K +$9.87K +110 New
EWM
45
EPG Wealth Management
Georgia
$8.59K
William Blair & Company
46
William Blair & Company
Illinois
$6.24K -$1.53K -17 -18%
NA
47
NewEdge Advisors
Louisiana
$416 +$449 +5 New
HNB
48
Huntington National Bank
Ohio
$166
Stifel Financial
49
Stifel Financial
Missouri
-$1.02M -10,917 Closed
GVAG
50
Great Valley Advisor Group
Delaware
-$336K -3,581 Closed

XHS Hedge Fund Activity: Q3 2023 in Review

47 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q3 2023, worth a combined $43M — down 8% from $46.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XHS positions and 3 closed out — a net gain of 7 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Fortis Group Advisors, opening a new position worth an estimated $958K. The largest seller was Morgan Stanley, cutting an estimated $3.92M.

  • 47 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q3 2023, up from 40 in Q2 2023.
  • Funds reported $43M of State Street SPDR S&P Health Care Services ETF stock for Q3 2023, down 8% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q3 2023 and 3 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P Health Care Services ETF buyer in Q3 2023 was Fortis Group Advisors, an estimated $958K added.
  • The largest State Street SPDR S&P Health Care Services ETF seller in Q3 2023 was Morgan Stanley, an estimated $3.92M sold.

Based on aggregated 13F filings for Q3 2023.