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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
AC
676
Abbrea Capital
California
$1.51M +$80.7K +620 +6%
OPWM
677
Oxinas Partners Wealth Management
Indiana
$1.5M -$141K -1,084 -9%
FFWM
678
Future Financial Wealth Management
Ohio
$1.5M +$11.3K +87 +0.8%
JPLA
679
Joseph P. Lucia & Associates
New York
$1.48M +$331K +2,542 +30%
CCMW
680
Cypress Capital Management (Wyoming)
Wyoming
$1.48M -$192K -1,477 -12%
Vontobel Holding
681
Vontobel Holding
Switzerland
$1.48M -$498K -3,826 -26%
SLFPAM
682
St. Louis Financial Planners Asset Management
Missouri
$1.48M +$1.41M +10,822 New
HWA
683
Hillcrest Wealth Advisors
New Jersey
$1.46M -$130K -1,000 -9%
OCM
684
Objective Capital Management
Ohio
$1.46M -$123K -943 -8%
EWA
685
Exencial Wealth Advisors
Oklahoma
$1.45M -$31.1K -239 -2%
PWA
686
Primoris Wealth Advisors
Florida
$1.44M -$72.8K -560 -5%
AllianceBernstein
687
AllianceBernstein
Tennessee
$1.43M +$138K +1,062 +11%
MAG
688
M3 Advisory Group
Massachusetts
$1.43M +$1.36M +10,470 New
CWA
689
Clarus Wealth Advisors
Arizona
$1.41M +$1.32M +10,150 New
GFA
690
Gallagher Fiduciary Advisors
Illinois
$1.41M -$26.7K -205 -2%
GCA
691
Greenwood Capital Associates
South Carolina
$1.41M +$217K +1,668 +19%
GPFA
692
Game Plan Financial Advisors
Ohio
$1.4M +$1.34M +10,266 New
HCMT
693
Highland Capital Management (Tennessee)
Tennessee
$1.4M
CWM
694
Cornerstone Wealth Management
Missouri
$1.4M -$227K -1,746 -15%
FGA
695
Fortis Group Advisors
New Jersey
$1.38M +$16.1K +124 +1%
TNB
696
Thomasville National Bank
Georgia
$1.38M -$32.1K -247 -2%
LI
697
LMCG Investments
Massachusetts
$1.38M +$8.2K +63 +0.6%
CWM
698
Chemistry Wealth Management
New York
$1.38M +$39.5K +304 +3%
CTA
699
Camelot Technology Advisors
California
$1.37M +$1.31M +10,076 New
HH
700
Hilltop Holdings
Texas
$1.37M -$608K -4,677 -32%

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.