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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
GJIA
651
Glass Jacobson Investment Advisors
Maryland
$1.66M -$138K -1,062 -8%
GAA
652
Global Assets Advisory
Florida
$1.65M -$382K -2,939 -20%
RT
653
Rockland Trust
Massachusetts
$1.63M +$842K +6,476 +118%
OIS
654
Okabena Investment Services
Minnesota
$1.63M +$1.56M +11,982 New
PWM
655
Purus Wealth Management
California
$1.62M -$16.1K -124 -1%
Northwestern Mutual Wealth Management
656
Northwestern Mutual Wealth Management
Wisconsin
$1.61M -$208K -1,598 -12%
CWI
657
Conscious Wealth Investments
Florida
$1.61M +$1.51M +11,628 New
PWP
658
Phillips Wealth Planners
Mississippi
$1.61M -$42.5K -327 -3%
PCMU
659
Paragon Capital Management (Utah)
Utah
$1.61M +$4.81K +37 +0.3%
RBFC
660
Roman Butler Fullerton & Co
Missouri
$1.6M -$22.1K -170 -1%
WBCM
661
Wilson & Boucher Capital Management
California
$1.59M +$51.4K +395 +4%
CBT
662
Central Bank & Trust
Kentucky
$1.58M +$54.8K +421 +4%
SAG
663
SageView Advisory Group
California
$1.58M -$3.2M -24,629 -69%
TI
664
tru Independence
Oregon
$1.58M -$168K -1,295 -10%
PJSIMP
665
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.57M +$5.72K +44 +0.4%
BWL
666
Bogart Wealth LLC
Virginia
$1.57M +$150K +1,156 +11%
ML
667
McAdam LLC
Pennsylvania
$1.57M -$79.5K -611 -5%
CW
668
CreativeOne Wealth
Kansas
$1.56M -$546K -4,197 -27%
VFG
669
V2 Financial group
Illinois
$1.55M -$54.9K -422 -4%
DCM
670
Donaldson Capital Management
Indiana
$1.54M +$1.11M +8,521 +304%
CWM
671
Cedar Wealth Management
California
$1.54M -$486K -3,733 -25%
PT
672
Plimoth Trust
Massachusetts
$1.54M -$69.2K -532 -5%
OCM
673
Orleans Capital Management
Louisiana
$1.53M +$840K +6,455 +135%
DI
674
Diligent Investors
California
$1.53M -$15.5K -119 -1%
BFP
675
Briaud Financial Planning
Texas
$1.51M

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.