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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
CIBC World Market
276
CIBC World Market
Ontario, Canada
$6.91M -$6.04M -46,412 -48%
LOIM
277
Liberty One Investment Management
Illinois
$6.89M -$77.8K -598 -1%
FAIM
278
Financial Advocates Investment Management
Washington
$6.88M +$2.86M +21,996 +56%
IAN
279
Integrated Advisors Network
Texas
$6.78M -$9.24K -71 -0.1%
Millennium Management
280
Millennium Management
New York
$6.77M -$47.4M -364,147 -88%
DWM
281
Darwin Wealth Management
Florida
$6.73M -$62.8K -483 -1%
NCM
282
Next Capital Management
New York
$6.66M -$526K -4,046 -8%
RSWM
283
Robertson Stephens Wealth Management
California
$6.63M -$277K -2,132 -4%
ASN
284
Advisory Services Network
Georgia
$6.61M -$1.49M -11,437 -19%
ACM
285
Anfield Capital Management
California
$6.59M -$1.99M -15,264 -24%
WIC
286
Woodmont Investment Counsel
Tennessee
$6.58M +$216K +1,662 +4%
BS
287
Banco Santander
Spain
$6.56M +$539K +4,146 +9%
PFMU
288
Privium Fund Management (UK)
United Kingdom
$6.5M -$2.17M -16,700 -26%
MA
289
Mutual Advisors
Nebraska
$6.5M +$1.11M +8,501 +22%
ZIG
290
Zurich Insurance Group
Switzerland
$6.48M
CPA
291
Capital Planning Advisors
California
$6.47M +$134K +1,031 +2%
AAS
292
Asset Allocation Strategies
Michigan
$6.45M +$586K +4,505 +11%
PA
293
Pinnacle Associates
New York
$6.4M +$693K +5,329 +13%
CC
294
Courier Capital
New York
$6.36M +$396K +3,047 +7%
MPCA
295
Madison Park Capital Advisors
Washington
$6.34M +$6.04M +46,461 New
SC
296
Sepio Capital
Utah
$6.33M -$101K -773 -2%
OAM
297
Oppenheimer Asset Management
New York
$6.32M +$569K +4,376 +10%
AG
298
AlTi Global
New York
$6.31M +$6.02M +46,285 New
DJSG
299
D.J. St. Germain
Massachusetts
$6.22M +$2.83M +21,770 +91%
GT
300
Glenmede Trust
Pennsylvania
$6.2M +$527K +4,051 +10%

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.