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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
Morgan Stanley
1
Morgan Stanley
New York
$12.5M -$1.81M -20,391 -12%
Bank of America
2
Bank of America
North Carolina
$6.66M -$104K -1,172 -1%
LPL Financial
3
LPL Financial
California
$3.55M -$895K -10,077 -20%
CI
4
Cavalier Investments
Georgia
$2.65M
OCM
5
Orser Capital Management
Texas
$1.13M +$551K +6,205 +247%
WI
6
WBI Investments
New Jersey
$1.09M +$1.12M +12,566 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.07M +$379K +4,272 +53%
MFG
8
Merit Financial Group
Georgia
$1.06M +$1.09M +12,312 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.06M +$88.2K +993 +9%
UBS Group
10
UBS Group
Switzerland
$1.01M +$187K +2,107 +22%
FGA
11
Fortis Group Advisors
New Jersey
$948K +$940K +10,590 New
Stifel Financial
12
Stifel Financial
Missouri
$939K -$55.4K -624 -5%
ST
13
Spinnaker Trust
Maine
$705K
Citadel Advisors
14
Citadel Advisors
Florida
$590K -$936K -10,541 -61%
Wells Fargo
15
Wells Fargo
California
$532K -$2.75M -30,960 -83%
Osaic Holdings
16
Osaic Holdings
Arizona
$525K -$56.6K -638 -10%
KAS
17
Kestra Advisory Services
Texas
$470K -$8.88K -100 -2%
Goldman Sachs
18
Goldman Sachs
New York
$439K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$381K -$242K -2,727 -38%
WWM
20
Western Wealth Management
Colorado
$368K +$7.9K +89 +2%
Ameriprise
21
Ameriprise
Minnesota
$361K +$371K +4,175 New
GVAG
22
Great Valley Advisor Group
Delaware
$338K -$2.13K -24 -0.6%
TRCT
23
Tower Research Capital (TRC)
New York
$297K -$515K -5,797 -63%
CA
24
Cetera Advisors
Colorado
$286K -$13.8K -156 -4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$269K +$15.1K +170 +6%

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.