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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
NL
526
NWAM LLC
Washington
$2.61M +$33.3K +256 +1%
PS
527
Principal Securities
Iowa
$2.6M +$2.48M +19,076 New
JIC
528
Johnson Investment Counsel
Ohio
$2.59M +$273K +2,096 +12%
CCM
529
Canal Capital Management
Virginia
$2.58M +$2.46M +18,913 New
KIA
530
Knollwood Investment Advisory
Maryland
$2.57M
DW
531
Dodds Wealth
Colorado
$2.56M +$2.44M +18,776 New
SFPG
532
Stonebridge Financial Planning Group
Florida
$2.55M -$482K -3,708 -17%
NP
533
NorthRock Partners
Minnesota
$2.55M +$2.2M +16,950 +975%
SIA
534
Soltis Investment Advisors
Utah
$2.55M +$2.43M +18,661 New
EP
535
Edgestream Partners
New Jersey
$2.52M -$1.14M -8,741 -32%
Credit Agricole
536
Credit Agricole
France
$2.51M +$804K +6,178 +51%
ZIG
537
Zullo Investment Group
Pennsylvania
$2.51M -$14.6K -112 -0.6%
9WM
538
9258 Wealth Management
Ohio
$2.5M +$119K +916 +5%
WAP
539
Wealthcare Advisory Partners
Pennsylvania
$2.49M +$554K +4,256 +30%
CA
540
Cresta Advisors
Texas
$2.48M +$73.9K +568 +3%
AT
541
Avalon Trust
New Mexico
$2.48M +$25.1K +193 +1%
VDI
542
Vaughan David Investments
Illinois
$2.47M -$1.82M -14,007 -44%
BWM
543
Birchcreek Wealth Management
Ohio
$2.46M +$196K +1,507 +9%
ANB
544
Amarillo National Bank
Texas
$2.46M
WAM
545
Weatherly Asset Management
California
$2.46M -$59.8K -460 -2%
HGERS
546
Householder Group Estate & Retirement Specialist
Arizona
$2.46M -$388K -2,983 -14%
NMM
547
Naples Money Management
Florida
$2.45M +$2.34M +17,997 New
JF
548
JSF Financial
California
$2.45M +$15.2K +117 +0.7%
EIP
549
Ellis Investment Partners
Pennsylvania
$2.45M -$1.13M -8,654 -33%
WIM
550
Westside Investment Management
California
$2.44M +$715K +5,493 +44%

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.