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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
LC
601
Lindbrook Capital
California
$2.01M -$50K -384 -3%
WANY
602
Wealthspire Advisors (New York)
New York
$2M +$216K +1,658 +13%
MIG
603
McGuire Investment Group
Rhode Island
$1.99M +$252K +1,940 +15%
MOS
604
MGO One Seven
Ohio
$1.96M +$75.1K +577 +4%
RFC
605
Regions Financial Corp
Alabama
$1.95M -$55.5K -427 -3%
CCG
606
Cypress Capital Group
Florida
$1.94M -$37.7K -290 -2%
PPP
607
Private Portfolio Partners
New Jersey
$1.93M -$5.2K -40 -0.3%
PMG
608
ProVise Management Group
Florida
$1.93M +$19.3K +148 +1%
WA
609
WP Advisors
California
$1.91M +$2.73K +21 +0.1%
AIFAIM
610
American Institute for Advanced Investment Management
Arizona
$1.89M -$111K -851 -6%
ORAM
611
One River Asset Management
Connecticut
$1.89M -$5.23M -40,190 -74%
MIC
612
Means Investment Company
Maine
$1.89M -$184K -1,416 -9%
TFA
613
Transamerica Financial Advisors
Florida
$1.88M -$160K -1,230 -8%
CWM
614
Concentrum Wealth Management
California
$1.87M -$100K -769 -5%
BMCM
615
Bryn Mawr Capital Management
Pennsylvania
$1.87M +$40.5K +311 +2%
DLHL
616
Donald L. Hagan LLC
Florida
$1.86M -$756K -5,815 -30%
RIA
617
Realta Investment Advisors
Delaware
$1.86M +$1.01M +7,749 +132%
WP
618
WealthPLAN Partners
Nebraska
$1.85M +$155K +1,189 +10%
RCAG
619
Rehmann Capital Advisory Group
Michigan
$1.85M +$136K +1,045 +8%
CC
620
Centiva Capital
New York
$1.85M -$764K -5,871 -30%
SCA
621
Snowden Capital Advisors
New York
$1.84M +$96.9K +745 +6%
SCTC
622
Sanibel Captiva Trust Company
Florida
$1.81M +$1.73M +13,262 New
AIP
623
ARS Investment Partners
New York
$1.81M +$8.59K +66 +0.5%
WT
624
Whittier Trust
California
$1.8M -$2.58M -19,816 -60%
SA
625
Strategic Advisors
New York
$1.79M -$88.5K -680 -5%

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.