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State Street SPDR S&P Health Care Services ETF

40 hedge funds and large institutions have $46.7M invested in State Street SPDR S&P Health Care Services ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $40.7M → $46.7M (+$6.06M)

4.21% more ownership

Funds ownership: 38.01%42.22% (+4.2%)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

18% less funds holding

Funds holding: 4940 (-9)

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

Holders
40
Holders Change
-9
Holders Change %
-18.37%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.5M +$971K +10,855 +8%
Bank of America
2
Bank of America
North Carolina
$7.38M +$147K +1,643 +2%
Goldman Sachs
3
Goldman Sachs
New York
$4.23M +$3.58M +40,000 +788%
LPL Financial
4
LPL Financial
California
$4M +$148K +1,658 +4%
WI
5
WBI Investments
New Jersey
$2.38M +$1.15M +12,837 +102%
OCM
6
Orser Capital Management
Texas
$1.38M +$148K +1,655 +19%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.19M +$33.6K +376 +3%
CA
8
CoreCap Advisors
Michigan
$1.18M +$1.13M +12,636 New
MFG
9
Merit Financial Group
Georgia
$1.14M -$11.7K -131 -1%
Stifel Financial
10
Stifel Financial
Missouri
$1.02M +$5.28K +59 +0.5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$960K -$192K -2,147 -17%
Wells Fargo
12
Wells Fargo
California
$895K +$303K +3,390 +55%
UBS Group
13
UBS Group
Switzerland
$814K -$265K -2,963 -25%
ST
14
Spinnaker Trust
Maine
$765K
Osaic Holdings
15
Osaic Holdings
Arizona
$564K -$3.75K -42 -0.7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$539K -$27.8K -311 -5%
KAS
17
Kestra Advisory Services
Texas
$510K
TRCT
18
Tower Research Capital (TRC)
New York
$389K +$63.3K +708 +21%
Ameriprise
19
Ameriprise
Minnesota
$383K -$7.69K -86 -2%
WWM
20
Western Wealth Management
Colorado
$378K -$20K -224 -5%
GVAG
21
Great Valley Advisor Group
Delaware
$336K -$29.7K -332 -8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$304K -$104K -1,159 -26%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$282K -$8.58K -96 -3%
FTUS
24
Flow Traders U.S.
New York
$254K +$243K +2,714 New
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$252K

XHS Hedge Fund Activity: Q2 2023 in Review

40 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q2 2023, worth a combined $46.7M — up 15% from $40.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of XHS and 2 opened new positions — a net loss of 9 holders — while 12 trimmed existing stakes and 12 added.

The largest buyer was Goldman Sachs, adding an estimated $3.58M. The largest seller was Cavalier Investments, exiting entirely with an estimated $2.65M sold.

  • 40 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q2 2023, down from 49 in Q1 2023.
  • Funds reported $46.7M of State Street SPDR S&P Health Care Services ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 2 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q2 2023 and 11 closed out, a net change of -9 holders.
  • The largest State Street SPDR S&P Health Care Services ETF buyer in Q2 2023 was Goldman Sachs, an estimated $3.58M added.
  • The largest State Street SPDR S&P Health Care Services ETF seller in Q2 2023 was Cavalier Investments, an estimated $2.65M sold.

Based on aggregated 13F filings for Q2 2023.