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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
Morgan Stanley
1
Morgan Stanley
New York
$9.27M -$3.92M -43,659 -28%
Bank of America
2
Bank of America
North Carolina
$6.48M -$77.6K -865 -1%
LPL Financial
3
LPL Financial
California
$3.86M +$334K +3,719 +9%
Goldman Sachs
4
Goldman Sachs
New York
$3.75M
WI
5
WBI Investments
New Jersey
$2.36M +$269K +2,996 +12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.7M +$910K +10,141 +99%
Wells Fargo
7
Wells Fargo
California
$1.51M +$773K +8,618 +90%
OCM
8
Orser Capital Management
Texas
$1.3M -$22.4K -250 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.07M +$15.3K +171 +1%
MFG
10
Merit Financial Group
Georgia
$1.01M
CA
11
CoreCap Advisors
Michigan
$973K -$84.5K -941 -7%
FGA
12
Fortis Group Advisors
New Jersey
$923K +$958K +10,677 New
Citadel Advisors
13
Citadel Advisors
Florida
$880K +$949K +10,573 New
STA
14
Summit Trail Advisors
New York
$839K +$905K +10,079 New
CAS
15
Coppell Advisory Solutions
Texas
$822K +$870K +9,689 New
UBS Group
16
UBS Group
Switzerland
$684K -$41.2K -459 -5%
ST
17
Spinnaker Trust
Maine
$679K
TRCT
18
Tower Research Capital (TRC)
New York
$577K +$250K +2,784 +67%
Osaic Holdings
19
Osaic Holdings
Arizona
$469K -$33.9K -378 -6%
RWP
20
RWA Wealth Partners
Massachusetts
$453K +$489K +5,445 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$444K -$37K -412 -7%
KAS
22
Kestra Advisory Services
Texas
$409K -$47.7K -531 -10%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$367K +$396K +4,409 New
Ameriprise
24
Ameriprise
Minnesota
$348K +$8.17K +91 +2%
WWM
25
Western Wealth Management
Colorado
$317K -$20.2K -225 -6%

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.