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State Street Health Care Select Sector SPDR ETF

1,521 hedge funds and large institutions have $28.1B invested in State Street Health Care Select Sector SPDR ETF in 2023 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 597 increasing their positions, 576 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more ownership

Funds ownership: 72.84%73.84% (+1%)

4% more repeat investments, than reductions

Existing positions increased: 597 | Existing positions reduced: 576

5% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 114

1% less funds holding

Funds holding: 1,5431,521 (-22)

4% less funds holding in top 10

Funds holding in top 10: 124119 (-5)

5% less capital invested

Capital invested by funds: $29.7B → $28.1B (-$1.58B)

26% less call options, than puts

Call options by funds: $1.31B | Put options by funds: $1.77B

Holders
1,521
Holders Change
-22
Holders Change %
-1.43%
% of All Funds
24.14%
Holding in Top 10
119
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.03%
% of All Funds
1.89%
New
108
Increased
597
Reduced
576
Closed
114
Calls
$1.31B
Puts
$1.77B
Net Calls
-$458M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
BI
701
Bramshill Investments
Florida
$1.23M
APW
702
Acima Private Wealth
Virginia
$1.22M
AllianceBernstein
703
AllianceBernstein
Tennessee
$1.22M -$7.68M -57,812 -86%
SW
704
Signify Wealth
Missouri
$1.21M -$1.57M -11,813 -56%
RFWA
705
RPg Family Wealth Advisory
Massachusetts
$1.2M +$63.6K +479 +5%
WCM
706
Windham Capital Management
Massachusetts
$1.2M -$19K -143 -2%
PA
707
Parallel Advisors
California
$1.2M -$308K -2,318 -20%
IAS
708
Insigneo Advisory Services
Florida
$1.19M -$34.7K -261 -3%
CGH
709
CMG Global Holdings
Texas
$1.19M +$62.8K +473 +5%
WG
710
Welch Group
Alabama
$1.18M +$1.02M +7,672 +507%
AFM
711
Abbot Financial Management
Massachusetts
$1.18M -$19.9K -150 -2%
TCA
712
Trifecta Capital Advisors
Illinois
$1.16M
MA
713
Mezzasalma Advisors
New Jersey
$1.16M -$10.4K -78 -0.9%
MGIA
714
Moneta Group Investment Advisors
Missouri
$1.16M +$86.4K +651 +8%
HNB
715
Huntington National Bank
Ohio
$1.15M -$17.4K -131 -1%
Two Sigma Investments
716
Two Sigma Investments
New York
$1.15M -$53.1K -400 -4%
BA
717
Bristlecone Advisors
Washington
$1.14M +$52.4K +395 +5%
HFS
718
Horizon Financial Services
North Carolina
$1.14M +$90K +678 +8%
FC
719
Fulcrum Capital
Washington
$1.12M
CCG
720
Chatham Capital Group
Georgia
$1.12M
AMG
721
Advisors Management Group
Wisconsin
$1.12M +$120K +902 +12%
NB
722
NBT Bank
New York
$1.12M -$137K -1,030 -11%
BCP
723
Berkeley Capital Partners
Georgia
$1.12M -$39.4K -297 -3%
GLA
724
Good Life Advisors
Pennsylvania
$1.12M -$151K -1,139 -12%
GCA
725
Greenwood Capital Associates
South Carolina
$1.11M +$408K +3,072 +55%

XLV Hedge Fund Activity: Q3 2023 in Review

1,521 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2023, worth a combined $28.1B — down 5.3% from $29.7B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of XLV and 108 opened new positions — a net loss of 6 holders — while 576 trimmed existing stakes and 597 added.

The largest buyer was Granite Bay Wealth Management, adding an estimated $948M. The largest seller was Goldman Sachs, cutting an estimated $439M.

  • 1,521 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2023, down from 1,543 in Q2 2023.
  • Funds reported $28.1B of State Street Health Care Select Sector SPDR ETF stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 108 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2023 and 114 closed out, a net change of -6 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $948M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2023 was Goldman Sachs, an estimated $439M sold.

Based on aggregated 13F filings for Q3 2023.