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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
MCC
626
Money Concepts Capital
Florida
$1.78M +$820K +6,304 +93%
SSA
627
Schonfeld Strategic Advisors
New York
$1.77M -$15.3M -117,600 -90%
WIA
628
World Investment Advisors
California
$1.77M +$1.69M +12,958 New
AWM
629
Atticus Wealth Management
Florida
$1.76M -$678K -5,215 -29%
ACM
630
Absolute Capital Management
Pennsylvania
$1.76M -$2.13M -16,351 -56%
AG
631
Ascent Group
Virginia
$1.74M -$159K -1,225 -9%
GT
632
Glenview Trust
Kentucky
$1.74M -$120K -923 -7%
CG
633
Caprock Group
Idaho
$1.74M +$159K +1,224 +11%
WC
634
Wexford Capital
Florida
$1.74M -$4.82M -37,035 -74%
WCM
635
WealthBridge Capital Management
Ohio
$1.74M +$130 +1 +0%
JF
636
Jump Financial
Illinois
$1.73M +$1.28M +9,868 +346%
OLVIG
637
Oliver Lagore Vanvalin Investment Group
Michigan
$1.73M -$282K -2,168 -15%
WI
638
WBI Investments
New Jersey
$1.73M +$51.8K +398 +3%
SB
639
Strategic Blueprint
Georgia
$1.73M +$1.02M +7,830 +162%
SFM
640
Signet Financial Management
New Jersey
$1.72M +$977K +7,513 +148%
RWB
641
RMR Wealth Builders
New Jersey
$1.7M -$806K -6,194 -33%
Brown Advisory
642
Brown Advisory
Maryland
$1.7M +$37.6K +289 +2%
HNB
643
Huntington National Bank
Ohio
$1.69M +$452K +3,475 +39%
LSPW
644
Lake Street Private Wealth
Illinois
$1.69M -$344K -2,644 -18%
CT
645
Cambridge Trust
Massachusetts
$1.69M +$1.34M +10,284 +489%
GWSG
646
GPS Wealth Strategies Group
Colorado
$1.69M -$674K -5,178 -30%
PP
647
Paloma Partners
Connecticut
$1.68M +$1.61M +12,344 New
FIM
648
Fernwood Investment Management
Massachusetts
$1.68M
HAS
649
HBW Advisory Services
California
$1.68M -$9.11K -70 -0.6%
MPW
650
MA Private Wealth
California
$1.66M -$4.54M -34,909 -74%

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.