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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
TB
401
Treynor Bancshares
Iowa
$3.88M +$138K +1,063 +4%
MWM
402
Meridian Wealth Management
Kentucky
$3.86M -$398K -3,057 -10%
IF
403
Intrua Financial
Texas
$3.83M +$1.8M +13,834 +97%
CCWM
404
Correct Capital Wealth Management
Missouri
$3.83M +$3.65M +28,053 New
GWM
405
GoalFusion Wealth Management
Texas
$3.82M +$210K +1,617 +6%
USCWA
406
U.S. Capital Wealth Advisors
Texas
$3.8M -$135K -1,037 -4%
SLWA
407
San Luis Wealth Advisors
California
$3.79M +$427K +3,285 +13%
FTIS
408
First Trust Investment Solutions
Florida
$3.76M +$3.59M +27,560 New
GP
409
Girard Partners
Pennsylvania
$3.74M +$3.06M +23,485 +591%
JFG
410
Jefferies Financial Group
New York
$3.74M -$67.3K -517 -2%
VWM
411
Vivid Wealth Management
Iowa
$3.73M +$3.55M +27,318 New
KPWS
412
Kestra Private Wealth Services
Texas
$3.73M -$298K -2,291 -8%
IAMOG
413
Investors Asset Management of Georgia
Georgia
$3.7M +$925K +7,112 +35%
FDCDDQ
414
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.7M -$34.3K -264 -1%
TIAA Trust, National Association
415
TIAA Trust, National Association
North Carolina
$3.7M -$281K -2,161 -7%
TW
416
TritonPoint Wealth
Maryland
$3.69M +$3.52M +27,073 New
GB
417
Gunma Bank
Japan
$3.68M +$3.51M +27,000 New
Fidelity International
418
Fidelity International
Bermuda
$3.64M -$169K -1,298 -5%
HI
419
Horizon Investments
North Carolina
$3.62M -$461K -3,547 -12%
BFEC
420
Benjamin F. Edwards & Company
Missouri
$3.62M +$1.38M +10,596 +67%
VWM
421
Venturi Wealth Management
Texas
$3.61M -$688K -5,288 -17%
OFS
422
OneAscent Financial Services
Alabama
$3.6M +$3.44M +26,431 New
DAS
423
Dynamic Advisor Solutions
Arizona
$3.6M +$217K +1,669 +7%
ACA
424
Atlas Capital Advisors
Wyoming
$3.58M -$168K -1,291 -5%
CSPIA
425
Cary Street Partners Investment Advisory
Virginia
$3.58M -$83.8K -644 -2%

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.