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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
BlackRock
26
BlackRock
New York
$167M +$437K +3,358 +0.3%
Victory Capital Management
27
Victory Capital Management
Texas
$138M +$13.6M +104,696 +12%
MPM
28
MBB Public Markets
Illinois
$133M -$4.54M -34,897 -3%
HighTower Advisors
29
HighTower Advisors
Illinois
$131M +$18.8M +144,169 +18%
PF
30
Phoenix Financial
Israel
$126M -$71M -545,683 -40%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
31
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$125M
TD Asset Management
32
TD Asset Management
Ontario, Canada
$121M +$2.4M +18,474 +2%
Osaic Holdings
33
Osaic Holdings
Arizona
$117M -$27.5M -211,608 -20%
Stifel Financial
34
Stifel Financial
Missouri
$116M +$12.2M +93,555 +12%
MMH
35
Menora Mivtachim Holdings
Israel
$116M -$221M -1,702,050 -67%
ICG
36
InterOcean Capital Group
Tennessee
$103M +$1.44M +11,084 +1%
PCH
37
PGIM Custom Harvest
New Jersey
$96.3M +$13.1M +100,909 +17%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$90.9M +$4.76M +36,567 +6%
CIA
39
Capital Investment Advisors
Georgia
$84.5M -$770K -5,921 -0.9%
WG
40
Winton Group
United Kingdom
$81.1M +$15.2M +116,859 +24%
SEIA
41
Signature Estate & Investment Advisors
California
$79.6M +$1.19M +9,132 +2%
US Bancorp
42
US Bancorp
Minnesota
$76.9M -$3.23M -24,853 -4%
CCA
43
Conservest Capital Advisors
Pennsylvania
$75.5M -$344K -2,648 -0.5%
N
44
Natixis
France
$75.4M +$194K +1,490 +0.3%
MMEA
45
Main Management ETF Advisors
California
$73M -$37.8M -290,830 -35%
SGI
46
Swan Global Investments
Colorado
$72.9M -$19.7M -151,591 -22%
Northern Trust
47
Northern Trust
Illinois
$69.8M +$810K +6,225 +1%
AssetMark Inc
48
AssetMark Inc
California
$68M +$5.34M +41,049 +9%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$66.1M -$1.1M -8,492 -2%
RIG
50
RiverFront Investment Group
Virginia
$65.6M -$799K -6,144 -1%

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.