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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
CFC
301
Client First Capital
California
$6.18M -$510K -3,920 -8%
AAIM
302
Asset Advisors Investment Management
Georgia
$6.15M +$297K +2,280 +5%
CWM
303
CMH Wealth Management
New Hampshire
$6.12M +$136K +1,044 +2%
WS
304
Wedbush Securities
California
$6.06M -$984K -7,567 -15%
FFN
305
Focus Financial Network
Minnesota
$5.94M +$1.56M +11,995 +38%
CF
306
Centaurus Financial
California
$5.94M +$747K +5,740 +15%
SI
307
Stephens Inc
Arkansas
$5.92M +$95.9K +737 +2%
NAG
308
Northstar Advisory Group
New Jersey
$5.91M -$1.25M -9,589 -18%
IFG
309
Independent Financial Group
California
$5.77M +$2.25M +17,311 +69%
MA
310
Modus Advisors
Minnesota
$5.73M +$39.3K +302 +0.7%
SB
311
Simmons Bank
Arkansas
$5.72M -$565K -4,345 -9%
MCM
312
MV Capital Management
Maryland
$5.72M -$97K -746 -2%
TTWM
313
TCV Trust & Wealth Management
Virginia
$5.7M +$8.98K +69 +0.2%
TVAMP
314
Tennessee Valley Asset Management Partners
Tennessee
$5.69M -$616K -4,738 -10%
DADC
315
D.A. Davidson & Co
Montana
$5.69M -$335K -2,573 -6%
MS
316
Maven Securities
Jersey
$5.57M +$5.31M +40,813 New
BB
317
Busey Bank
Illinois
$5.53M +$4.23M +32,517 +404%
KWA
318
Kellett Wealth Advisors
Ohio
$5.47M +$199K +1,528 +4%
DAM
319
Deltec Asset Management
New York
$5.44M -$1.96M -15,100 -27%
IGWM
320
ICA Group Wealth Management
Colorado
$5.44M +$5.19M +39,885 New
ACM
321
Allred Capital Management
Texas
$5.4M +$1.36M +10,440 +36%
RJT
322
Raymond James Trust
Florida
$5.38M +$86.8K +667 +2%
SWC
323
Spectrum Wealth Counsel
Indiana
$5.33M +$5.09M +39,097 New
DZ Bank
324
DZ Bank
Germany
$5.28M +$5.03M +38,689 New
LFPWM
325
Leicht Financial Planning & Wealth Management
New Jersey
$5.27M +$133K +1,023 +3%

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.