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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
Morgan Stanley
1
Morgan Stanley
New York
$10.4M +$506K +6,038 +5%
LPL Financial
2
LPL Financial
California
$4.21M +$73.6K +879 +2%
Goldman Sachs
3
Goldman Sachs
New York
$4.01M
Bank of America
4
Bank of America
North Carolina
$3.34M -$3.38M -40,312 -52%
WI
5
WBI Investments
New Jersey
$2.59M +$60K +716 +3%
Wells Fargo
6
Wells Fargo
California
$1.31M -$287K -3,426 -19%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.25M +$105K +1,258 +10%
CA
8
CoreCap Advisors
Michigan
$1.03M -$6.03K -72 -0.6%
FGA
9
Fortis Group Advisors
New Jersey
$923K
STA
10
Summit Trail Advisors
New York
$897K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$822K -$933K -11,141 -55%
ST
12
Spinnaker Trust
Maine
$726K
UBS Group
13
UBS Group
Switzerland
$716K -$13.8K -165 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$588K +$80.9K +965 +17%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$442K +$46.8K +558 +13%
KAS
16
Kestra Advisory Services
Texas
$437K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$399K -$70.8K -845 -16%
Ameriprise
18
Ameriprise
Minnesota
$347K -$23.5K -280 -7%
WWM
19
Western Wealth Management
Colorado
$338K
OCM
20
Orser Capital Management
Texas
$301K -$663K -7,910 -78%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$256K -$5.61K -67 -2%
RJA
22
Raymond James & Associates
Florida
$224K +$211K +2,521 New
TRCT
23
Tower Research Capital (TRC)
New York
$135K -$453K -5,407 -78%
GAG
24
Goodman Advisory Group
Massachusetts
$128K +$120K +1,437 New
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$122K -$25.8K -308 -18%

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.