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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
IFPG
576
Intrepid Financial Planning Group
Indiana
$2.23M -$43.7K -336 -2%
Fisher Asset Management
577
Fisher Asset Management
Washington
$2.22M +$328K +2,525 +18%
WI
578
Wintrust Investments
Illinois
$2.2M -$105K -804 -5%
BCP
579
Blue Chip Partners
Michigan
$2.19M +$1.29M +9,910 +162%
SHWM
580
Smith & Howard Wealth Management
Georgia
$2.17M +$89.1K +685 +5%
HWM
581
HB Wealth Management
Georgia
$2.16M -$199K -1,531 -9%
RIA
582
Regal Investment Advisors
Michigan
$2.16M +$454K +3,492 +28%
MAM
583
MMA Asset Management
Pennsylvania
$2.16M -$17.4K -134 -0.8%
H
584
HoyleCohen
California
$2.15M +$252K +1,938 +14%
MA
585
MBA Advisors
Pennsylvania
$2.15M -$28.6K -220 -1%
KA
586
Kovack Advisors
Florida
$2.15M +$39.5K +304 +2%
AFS
587
Access Financial Services
Minnesota
$2.14M +$8.2K +63 +0.4%
BCFS
588
Butensky & Cohen Financial Security
Florida
$2.14M +$25.5K +196 +1%
MW
589
Marcum Wealth
Ohio
$2.1M +$119K +911 +6%
EFP
590
Envision Financial Planning
Tennessee
$2.09M +$1.99M +15,298 New
SI
591
Saxon Interests
Texas
$2.08M +$1.98M +15,222 New
CAG
592
Crestwood Advisors Group
Massachusetts
$2.07M +$109K +840 +6%
MIC
593
Meridian Investment Counsel
California
$2.06M -$29K -223 -1%
FB
594
First Bancorp
Maine
$2.05M
1IA
595
1834 Investment Advisors
Wisconsin
$2.05M -$233K -1,788 -11%
CRI
596
Colonial River Investments
Virginia
$2.05M -$540K -4,153 -22%
CFO
597
Colony Family Offices
North Carolina
$2.04M +$1.95M +14,962 New
JHCP
598
Jackson Hole Capital Partners
Oklahoma
$2.03M +$246K +1,891 +15%
SHGA
599
Sand Hill Global Advisors
California
$2.02M -$10K -77 -0.5%
VVP
600
Venture Visionary Partners
Ohio
$2.01M -$82.2K -632 -4%

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.