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State Street SPDR S&P Health Care Services ETF

46 hedge funds and large institutions have $36.8M invested in State Street SPDR S&P Health Care Services ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 4746 (-1)

5.73% less ownership

Funds ownership: 43.6%37.87% (-5.7%)

14% less capital invested

Capital invested by funds: $43M → $36.8M (-$6.17M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
26
National Bank of Canada
Quebec, Canada
$117K -$47.8K -570 -30%
NS
27
NBC Securities
Alabama
$105K -$84 -1 -0.1%
SSB
28
Sandy Spring Bank
Maryland
$84.1K
GEA
29
Glen Eagle Advisors
New Jersey
$79.7K
Fidelity Investments
30
Fidelity Investments
Massachusetts
$74.1K
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$61K
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$58.7K
TC
33
Truvestments Capital
Florida
$40.5K
Citigroup
34
Citigroup
New York
$37.3K -$4.11K -49 -10%
CIAS
35
Capital Investment Advisory Services
North Carolina
$37.2K
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$36K
MTIC
37
Missouri Trust & Investment Company
Missouri
$17.8K
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2K
WAG
39
Wiser Advisor Group
Arizona
$9.96K +$9.38K +112 New
GRP
40
Global Retirement Partners
California
$9.63K
EWM
41
EPG Wealth Management
Georgia
$9.15K
William Blair & Company
42
William Blair & Company
Illinois
$6.67K
PS
43
Principal Securities
Iowa
$6.14K +$5.78K +69 New
NFSG
44
Newbridge Financial Services Group
Florida
$3.2K -$6.62K -79 -69%
T
45
Tidemark
California
$1.07K +$1K +12 New
NA
46
NewEdge Advisors
Louisiana
$445
HNB
47
Huntington National Bank
Ohio
$178
MFG
48
Merit Financial Group
Georgia
-$1.01M -12,181 Closed
Citadel Advisors
49
Citadel Advisors
Florida
-$880K -10,573 Closed
CAS
50
Coppell Advisory Solutions
Texas
-$822K -9,689 Closed

XHS Hedge Fund Activity: Q4 2023 in Review

46 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q4 2023, worth a combined $36.8M — down 14% from $43M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XHS and 5 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 6 added.

The largest buyer was Morgan Stanley, adding an estimated $506K. The largest seller was Bank of America, cutting an estimated $3.38M.

  • 46 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q4 2023, down from 47 in Q3 2023.
  • Funds reported $36.8M of State Street SPDR S&P Health Care Services ETF stock for Q4 2023, down 14% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q4 2023 and 6 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Health Care Services ETF buyer in Q4 2023 was Morgan Stanley, an estimated $506K added.
  • The largest State Street SPDR S&P Health Care Services ETF seller in Q4 2023 was Bank of America, an estimated $3.38M sold.

Based on aggregated 13F filings for Q4 2023.