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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
FHA
376
First Horizon Advisors
Tennessee
$4.22M -$55K -423 -1%
WCG
377
Wall Capital Group
Arizona
$4.18M -$39.8K -306 -1%
FFP
378
Forbes Financial Planning
Rhode Island
$4.17M -$412K -3,164 -9%
BCA
379
Bray Capital Advisors
Florida
$4.16M +$561K +4,315 +16%
BOPW
380
Brandywine Oak Private Wealth
Pennsylvania
$4.14M -$143K -1,103 -4%
MBTD
381
Mechanics Bank - Trust Department
California
$4.13M +$34.7K +267 +0.9%
SPC
382
Sigma Planning Corp
Michigan
$4.12M -$6.1M -46,877 -61%
SFG
383
StrategIQ Financial Group
Indiana
$4.1M +$136K +1,045 +4%
AFT
384
Alpha Family Trust
California
$4.1M +$33.2K +255 +0.9%
Canada Pension Plan Investment Board
385
Canada Pension Plan Investment Board
Ontario, Canada
$4.09M
PFA
386
Pettinga Financial Advisors
Indiana
$4.07M +$2.02M +15,506 +108%
UAS
387
United Asset Strategies
New York
$4.06M +$58.3K +448 +2%
RA
388
Rockingstone Advisors
Massachusetts
$4.06M +$138K +1,060 +4%
BFG
389
Bleakley Financial Group
New Jersey
$4.06M +$114K +876 +3%
SS
390
Simplicity Solutions
Minnesota
$4.06M +$114K +876 +3%
HI
391
Harbour Investments
Wisconsin
$4.05M +$567K +4,356 +17%
BDWCC
392
B&D White Capital Company
Texas
$4.05M +$3.87M +29,712 New
BP
393
BBR Partners
New York
$4.05M -$312K -2,395 -7%
FFS
394
Founders Financial Securities
Maryland
$4.03M -$490K -3,765 -11%
GHA
395
Granite Harbor Advisors
Texas
$4.03M -$6.89K -53 -0.2%
RWPA
396
Richard W. Paul & Associates
Michigan
$4.01M -$49.3K -379 -1%
MFG
397
Magnus Financial Group
New York
$3.98M -$391K -3,009 -9%
BFA
398
Benedict Financial Advisors
Georgia
$3.93M -$19.5K -150 -0.5%
LG
399
Leuthold Group
Minnesota
$3.93M +$314K +2,414 +9%
LA
400
LM Advisors
California
$3.9M +$3.72M +28,562 New

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.