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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
WCM
551
Windsor Capital Management
Arizona
$2.44M -$1.17K -9 -0.1%
JCM
552
Jacobi Capital Management
Pennsylvania
$2.4M +$42.5K +327 +2%
EGA
553
Eagle Global Advisors
Texas
$2.39M +$2.28M +17,500 New
PG
554
Proffitt & Goodson
Tennessee
$2.38M -$21.6K -166 -0.9%
BWM
555
BigSur Wealth Management
Florida
$2.38M +$195K +1,500 +9%
SFA
556
Sequoia Financial Advisors
Ohio
$2.38M +$210K +1,611 +10%
IA
557
IFP Advisors
Florida
$2.37M +$181K +1,390 +9%
ECA
558
Elevated Capital Advisors
Utah
$2.35M +$208K +1,597 +10%
Wolverine Trading
559
Wolverine Trading
Illinois
$2.35M +$925K +7,107 +70%
AWM
560
Avitas Wealth Management
California
$2.34M +$22.5K +173 +1%
RFO
561
RiverGlades Family Offices
Florida
$2.34M -$44.5K -342 -2%
MWM
562
Marion Wealth Management
Pennsylvania
$2.33M +$124K +953 +6%
FMTCOCP
563
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.33M +$436K +3,355 +24%
RWG
564
Ratio Wealth Group
Colorado
$2.32M +$853K +6,555 +63%
JSW
565
Journey Strategic Wealth
New Jersey
$2.31M +$511K +3,929 +30%
IAIM
566
International Assets Investment Management
Florida
$2.31M +$2.2M +16,923 New
ODIJL
567
One Day In July LLC
Vermont
$2.29M -$67K -515 -3%
TW
568
Transform Wealth
Colorado
$2.28M -$269K -2,064 -11%
FA
569
Fagan Associates
New York
$2.26M -$72.7K -559 -3%
AHC
570
Anderson Hoagland & Co
Missouri
$2.26M -$51.3K -394 -2%
CICI
571
Capital Investment Counsel Inc
North Carolina
$2.25M -$13K -100 -0.6%
KCM
572
Kanawha Capital Management
Virginia
$2.24M -$20.8K -160 -1%
Koshinski Asset Management
573
Koshinski Asset Management
Illinois
$2.24M -$192K -1,473 -8%
IOOF
574
Independent Order of Foresters
Ontario, Canada
$2.23M
Macquarie Group
575
Macquarie Group
Australia
$2.23M

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.