State Street SPDR S&P Health Care Services ETF
XHS
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.
2% less funds holding
Funds holding: 47 → 46 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$506K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$211K |
| 3 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
+$120K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$105K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$80.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.38M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$1.01M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$933K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$880K |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$822K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWP
51
RWA Wealth Partners
Newton,
Massachusetts
| – | -$453K | -5,445 | Closed |
|
52
Envestnet Asset Management
Chicago,
Illinois
| – | -$264K | -3,171 | Closed |
|
|
NIC
53
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$16.6K | -200 | 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.