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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
CAC
476
Certified Advisory Corp
Florida
$3.03M -$39.7K -305 -1%
Principal Financial Group
477
Principal Financial Group
Iowa
$3.03M +$811K +6,237 +39%
IMC Chicago
478
IMC Chicago
Illinois
$3.01M +$2.87M +22,068 New
NEPWA
479
New England Private Wealth Advisors
Massachusetts
$2.99M -$50.3K -387 -2%
CGFA
480
Colton Groome Financial Advisors
North Carolina
$2.99M +$587K +4,515 +26%
NCM
481
Nelson Capital Management
California
$2.99M +$468K +3,595 +20%
AAS
482
Ameritas Advisory Services
Nebraska
$2.98M -$738K -5,676 -21%
BOM
483
Bank of Marin
California
$2.97M -$88.2K -678 -3%
PCM
484
Penserra Capital Management
California
$2.97M +$2.43M +18,718 +613%
LWM
485
Lyell Wealth Management
California
$2.97M -$197K -1,513 -7%
BBVA
486
Banco Bilbao Vizcaya Argentaria
Spain
$2.95M -$252K -1,938 -8%
PWP
487
Principle Wealth Partners
Connecticut
$2.92M -$390 -3 -0%
MAM
488
Meeder Asset Management
Ohio
$2.91M +$43.7K +336 +2%
CCFM
489
Clear Creek Financial Management
Washington
$2.91M -$39.4K -303 -1%
BC
490
Bartlett & Co
Ohio
$2.91M +$220K +1,690 +9%
BCWM
491
Bartlett & Co Wealth Management
Ohio
$2.91M +$220K +1,690 +9%
CAG
492
Csenge Advisory Group
Florida
$2.9M -$5.88M -45,170 -68%
SF
493
Synovus Financial
Georgia
$2.89M +$356K +2,737 +15%
MSAM
494
Moloney Securities Asset Management
Missouri
$2.88M -$153K -1,179 -5%
ANTB
495
AMG National Trust Bank
Colorado
$2.87M +$3.25K +25 +0.1%
MIM
496
MTM Investment Management
South Carolina
$2.87M -$86.4K -664 -3%
CFO
497
Capitol Family Office
Oregon
$2.86M +$69.1K +531 +3%
JWA
498
JFS Wealth Advisors
Pennsylvania
$2.86M +$192K +1,475 +8%
MCM
499
Magnolia Capital Management
New York
$2.86M +$155K +1,190 +6%
FNBOH
500
First National Bank of Hutchinson
Kansas
$2.86M -$22.2K -171 -0.8%

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.