We are live on ! Find out more
XLV icon

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
GWM
451
Geneos Wealth Management
Colorado
$3.29M -$14.3K -110 -0.5%
CWA
452
Consilio Wealth Advisors
Washington
$3.26M -$853K -6,560 -22%
M&T Bank
453
M&T Bank
New York
$3.24M +$152K +1,172 +5%
C
454
Certuity
Florida
$3.23M +$127K +973 +4%
CWM
455
Circle Wealth Management
New Jersey
$3.23M +$943K +7,250 +44%
WA
456
WESPAC Advisors
California
$3.22M -$321K -2,466 -9%
HG
457
Herbst Group
Connecticut
$3.21M +$167K +1,283 +6%
FG
458
Fiduciary Group
Georgia
$3.21M +$2.51M +19,268 +455%
CH
459
Canton Hathaway
Rhode Island
$3.19M +$22.9K +176 +0.8%
TA
460
TruWealth Advisors
Louisiana
$3.18M -$17.4K -134 -0.6%
FFBTD
461
First Financial Bank - Trust Division
Ohio
$3.18M -$1.32M -10,167 -30%
EL
462
Essex LLC
Illinois
$3.17M +$807K +6,203 +36%
JIR
463
James Investment Research
Ohio
$3.16M -$197K -1,515 -6%
AA
464
AlphaQ Advisors
Florida
$3.16M
FPW
465
Flagship Private Wealth
Massachusetts
$3.16M +$10.3K +79 +0.3%
SWA
466
SFMG Wealth Advisors
Texas
$3.16M
LWM
467
Laidlaw Wealth Management
New York
$3.15M +$131K +1,010 +5%
SWA
468
Stratos Wealth Advisors
Ohio
$3.15M -$771K -5,928 -20%
CIBC Private Wealth Group
469
CIBC Private Wealth Group
Georgia
$3.13M +$716K +5,502 +32%
MIFH
470
Migdal Insurance & Financial Holdings
Israel
$3.1M -$3.15M -24,232 -52%
AWM
471
Apollon Wealth Management
South Carolina
$3.1M -$61.5K -473 -2%
MCM
472
MontVue Capital Management
Virginia
$3.08M +$2.94M +22,591 New
LHWM
473
Lake Hills Wealth Management
Texas
$3.06M -$4.32M -33,223 -60%
AWM
474
Activest Wealth Management
Florida
$3.06M -$5.09M -39,153 -64%
AF
475
Advisornet Financial
Minnesota
$3.05M +$224K +1,722 +8%

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.