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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
IAS
701
Insigneo Advisory Services
Florida
$1.37M +$99.3K +763 +8%
TRCT
702
Tower Research Capital (TRC)
New York
$1.36M -$3.99M -30,689 -75%
HI
703
Hudock Inc
Pennsylvania
$1.36M +$196K +1,510 +18%
PWM
704
Palumbo Wealth Management
New York
$1.35M +$1.3K +10 +0.1%
RFWA
705
RPg Family Wealth Advisory
Massachusetts
$1.34M +$62.3K +479 +5%
SCM
706
Sage Capital Management
New Jersey
$1.34M +$1.28M +9,830 New
SW
707
Simplicity Wealth
New Jersey
$1.34M +$1.05M +8,094 +467%
OIA
708
OneDigital Investment Advisors
Kansas
$1.33M -$211K -1,620 -14%
CGH
709
CMG Global Holdings
Texas
$1.33M -$13.8K -106 -1%
T
710
Tidemark
California
$1.33M +$1.26M +9,722 New
PVI
711
Pine Valley Investments
New Jersey
$1.32M -$438K -3,366 -26%
BA
712
Birinyi Associates
Connecticut
$1.32M -$64.7K -497 -5%
CWM
713
Cranbrook Wealth Management
Michigan
$1.32M +$9.63K +74 +0.8%
AWA
714
Arkadios Wealth Advisors
Georgia
$1.31M -$48.4K -372 -4%
PTC
715
Private Trust Company
Ohio
$1.3M -$53.9K -414 -4%
CFB
716
Cullen/Frost Bankers
Texas
$1.3M -$129K -992 -9%
BI
717
Bramshill Investments
Florida
$1.3M
APW
718
Acima Private Wealth
Virginia
$1.3M
SW
719
SMART Wealth
Nebraska
$1.3M -$58.3K -448 -4%
NB
720
NBT Bank
New York
$1.3M +$108K +828 +10%
CC
721
Cornerstone Capital
California
$1.29M +$1.23M +9,473 New
ISL
722
Ingalls & Snyder LLC
New York
$1.29M -$34.5K -265 -3%
AF
723
Arrow Financial
New York
$1.28M -$50.9K -391 -4%
WCM
724
Windham Capital Management
Massachusetts
$1.27M
BCA
725
Bay Colony Advisors
Massachusetts
$1.27M +$450K +3,459 +59%

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.