We are live on ! Find out more
XLV icon

State Street Health Care Select Sector SPDR ETF

1,642 hedge funds and large institutions have $30.7B invested in State Street Health Care Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 570 increasing their positions, 586 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 248 | Existing positions closed: 104

9% more capital invested

Capital invested by funds: $28.1B → $30.7B (+$2.57B)

8% more funds holding

Funds holding: 1,5211,642 (+121)

7.64% more ownership

Funds ownership: 73.84%81.48% (+7.6%)

3% less repeat investments, than reductions

Existing positions increased: 570 | Existing positions reduced: 586

8% less funds holding in top 10

Funds holding in top 10: 119110 (-9)

28% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $2.25B

Holders
1,642
Holders Change
+121
Holders Change %
+7.96%
% of All Funds
23.94%
Holding in Top 10
110
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.56%
% of All Funds
1.6%
New
248
Increased
570
Reduced
586
Closed
104
Calls
$1.63B
Puts
$2.25B
Net Calls
-$619M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Change in
Stake
RRA
226
Round Rock Advisors
Connecticut
$9.2M -$91.5K -703 -1%
HVIA
227
Hudson Valley Investment Advisors
New York
$9.18M +$157K +1,210 +2%
TCA
228
Transcend Capital Advisors
New Jersey
$9.17M +$363K +2,793 +4%
TW
229
TrinityPoint Wealth
Connecticut
$9.12M +$603K +4,637 +7%
Squarepoint
230
Squarepoint
New York
$8.99M +$5.48M +42,144 +177%
PWP
231
Perfromance Wealth Partners
Illinois
$8.97M -$7.03K -54 -0.1%
Cerity Partners
232
Cerity Partners
New York
$8.87M +$6.6M +50,710 +354%
PNAA
233
Pictet North America Advisors
Switzerland
$8.73M -$137K -1,055 -2%
SC
234
Sykon Capital
New York
$8.72M +$8.32M +63,941 New
EWM
235
Evercore Wealth Management
New York
$8.68M -$272K -2,093 -3%
WCP
236
Welch Capital Partners
New York
$8.66M
NW
237
NewEdge Wealth
Pennsylvania
$8.59M -$61.8K -475 -0.7%
TFA
238
Toth Financial Advisory
Virginia
$8.47M +$130 +1 +0%
PIA
239
Petredis Investment Advisors
Pennsylvania
$8.46M -$368K -2,831 -4%
TFA
240
Teamwork Financial Advisors
Texas
$8.42M +$187K +1,441 +2%
PPWP
241
Premier Path Wealth Partners
New Jersey
$8.33M +$7.85M +60,310 New
RA
242
RFG Advisory
Alabama
$8.26M +$762K +5,858 +11%
SWM
243
SFG Wealth Management
Maryland
$8.19M +$443K +3,404 +6%
Envestnet Portfolio Solutions
244
Envestnet Portfolio Solutions
Illinois
$8.18M +$634K +4,877 +9%
EWS
245
Eagle Wealth Strategies
New Jersey
$8.17M +$7.8M +59,940 New
AF
246
Allworth Financial
California
$8.16M +$6.97M +53,598 +862%
FIM
247
Freedom Investment Management
Connecticut
$8.14M +$255K +1,962 +3%
IWC
248
Integrated Wealth Concepts
Massachusetts
$8.11M -$1.11M -8,506 -13%
Bank of Nova Scotia
249
Bank of Nova Scotia
Ontario, Canada
$8.08M +$862K +6,630 +13%
IC
250
Innealta Capital
Texas
$8.06M -$2.82M -21,708 -27%

XLV Hedge Fund Activity: Q4 2023 in Review

1,642 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q4 2023, worth a combined $30.7B — up 9.1% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 248 funds opened new XLV positions and 104 closed out — a net gain of 144 holders — while 570 added to existing stakes and 586 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.59B. The largest seller was Menora Mivtachim Holdings, cutting an estimated $221M.

  • 1,642 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q4 2023, up from 1,521 in Q3 2023.
  • Funds reported $30.7B of State Street Health Care Select Sector SPDR ETF stock for Q4 2023, up 9.1% quarter-over-quarter.
  • 248 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q4 2023 and 104 closed out, a net change of +144 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.59B added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q4 2023 was Menora Mivtachim Holdings, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2023.