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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
ABC
426
Associated Banc-Corp
Wisconsin
$3.57M +$510K +3,917 +18%
CW
427
Cooksen Wealth
Texas
$3.56M +$3.4M +26,101 New
CIAS
428
Capital Investment Advisory Services
North Carolina
$3.56M -$32.1K -247 -0.9%
QFA
429
Quattro Financial Advisors
Texas
$3.55M -$3.98M -30,577 -100%
PFS
430
Prospera Financial Services
Texas
$3.51M +$123K +949 +4%
VRM
431
Vectors Research Management
New York
$3.48M +$2.9M +22,307 +86%
DWA
432
Delos Wealth Advisors
Texas
$3.47M -$377K -2,897 -10%
BCM
433
Brookstone Capital Management
Illinois
$3.46M +$734K +5,642 +29%
ST
434
Sentinel Trust
Texas
$3.45M -$2.86K -22 -0.1%
SWM
435
Stockman Wealth Management
Montana
$3.44M +$52.6K +404 +2%
WT
436
Washington Trust
Rhode Island
$3.42M +$9.89K +76 +0.3%
NM
437
NWI Management
New York
$3.41M
VCP
438
Verus Capital Partners
Arizona
$3.41M -$921K -7,082 -22%
BPWM
439
Badgley Phelps Wealth Managers
Washington
$3.41M -$66.7K -513 -2%
Wealthfront Advisers
440
Wealthfront Advisers
California
$3.4M -$210K -1,616 -6%
TC
441
Trilogy Capital
California
$3.4M -$17.3M -132,635 -84%
DI
442
DFPG Investments
Utah
$3.38M -$336K -2,584 -10%
LFA
443
Laraway Financial Advisors
Minnesota
$3.37M
WIP
444
WealthCare Investment Partners
Rhode Island
$3.36M -$42.7K -328 -1%
JGIA
445
Jackson Grant Investment Advisers
Connecticut
$3.35M -$35.8K -275 -1%
EWM
446
EPG Wealth Management
Georgia
$3.35M -$89K -684 -3%
BRG
447
Bay Rivers Group
Virginia
$3.33M -$12.5K -96 -0.4%
Point72 Asset Management
448
Point72 Asset Management
Connecticut
$3.31M +$3.15M +24,249 New
CWMGP
449
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.3M +$357K +2,741 +13%
IA
450
IFG Advisory
Georgia
$3.29M +$341K +2,625 +12%

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.