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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
Bank of New York Mellon
351
Bank of New York Mellon
New York
$4.57M -$10.8M -82,914 -71%
PI
352
Pachira Investments
California
$4.52M +$601K +4,619 +16%
IWP
353
Innova Wealth Partners
Pennsylvania
$4.51M +$4.1M +31,481 +2,003%
CA
354
Calton & Associates
Florida
$4.47M +$3.16M +24,253 +283%
MYIA
355
Mount Yale Investment Advisors
Colorado
$4.46M -$439K -3,378 -9%
GCP
356
Garda Capital Partners
Minnesota
$4.45M +$4.24M +32,615 New
OCPWS
357
One Charles Private Wealth Services
Massachusetts
$4.44M +$216K +1,660 +5%
TSS
358
Two Sigma Securities
New York
$4.43M +$3.47M +26,664 +459%
BCM
359
Beaumont Capital Management
Massachusetts
$4.43M +$4.22M +32,453 New
WWM
360
WT Wealth Management
Arizona
$4.4M +$3.97M +30,491 +1,705%
NFC
361
Northeast Financial Consultants
Connecticut
$4.4M +$255K +1,961 +6%
CIA
362
Choate Investment Advisors
Massachusetts
$4.39M +$211K +1,622 +5%
SG
363
Sharper & Granite
California
$4.38M -$490K -3,769 -10%
KeyBank National Association
364
KeyBank National Association
Ohio
$4.38M -$327K -2,515 -7%
FWCM
365
Ferguson Wellman Capital Management
Oregon
$4.34M +$1.77M +13,573 +74%
BL
366
BFSG LLC
California
$4.31M +$36.8K +283 +0.9%
ACI
367
Alpha Cubed Investments
California
$4.31M +$3.09M +23,770 +304%
CCM
368
Crew Capital Management
Ohio
$4.3M +$162K +1,249 +4%
YAVAPFMC
369
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$4.29M
Focus Partners Wealth
370
Focus Partners Wealth
Massachusetts
$4.27M +$4.08M +31,336 New
GVAG
371
Great Valley Advisor Group
Delaware
$4.27M -$504K -3,877 -11%
KCM
372
Kennicott Capital Management
California
$4.26M -$149K -1,145 -4%
National Bank of Canada
373
National Bank of Canada
Quebec, Canada
$4.22M -$12.5K -96 -0.3%
TWA
374
Tandem Wealth Advisors
Arizona
$4.22M -$77K -592 -2%
WG
375
Welch Group
Alabama
$4.22M +$2.83M +21,760 +237%

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.