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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
RFN
726
Redwood Financial Network
Ohio
$1.26M -$68.2K -524 -5%
JCM
727
Janney Capital Management
Pennsylvania
$1.25M -$164K -1,264 -12%
PIA
728
Perennial Investment Advisors
California
$1.25M -$569K -4,374 -32%
TCA
729
Trifecta Capital Advisors
Illinois
$1.25M +$14.2K +109 +1%
AF
730
Apollon Financial
South Carolina
$1.24M +$1.18M +9,102 New
AFM
731
Abbot Financial Management
Massachusetts
$1.24M -$5.2K -40 -0.4%
ACM
732
AlphaStar Capital Management
North Carolina
$1.24M +$590K +4,539 New
ZIMP
733
Zimmermann Investment Management & Planning
Pennsylvania
$1.22M -$266K -2,041 -19%
ARG
734
Advisory Resource Group
Oklahoma
$1.21M +$67.8K +521 +6%
UB
735
UMB Bank
Missouri
$1.21M +$39.4K +303 +4%
RCA
736
Ranch Capital Advisors
Florida
$1.21M +$647K +4,974 +128%
FC
737
Fulcrum Capital
Washington
$1.19M
CCG
738
Chatham Capital Group
Georgia
$1.19M
DP
739
Denver PWM
Colorado
$1.18M +$39.1M +300,436 New
MGIA
740
Moneta Group Investment Advisors
Missouri
$1.18M -$43.6K -335 -4%
B
741
Bailard
California
$1.18M +$182K +1,402 +19%
HFS
742
Horizon Financial Services
North Carolina
$1.18M -$29.3K -225 -3%
FCP
743
Fidelis Capital Partners
Florida
$1.18M -$538K -4,137 -32%
AMG
744
Advisors Management Group
Wisconsin
$1.18M -$9.11K -70 -0.8%
PMEF
745
Point72 Middle East FZE
United Arab Emirates
$1.17M -$1.45M -11,113 -56%
SCM
746
SOL Capital Management
Maryland
$1.17M
FNT
747
First National Trust
Pennsylvania
$1.17M +$33K +254 +3%
FP
748
Fiduciary Planning
Florida
$1.17M +$793K +6,098 +249%
CWP
749
Curated Wealth Partners
California
$1.16M
GLA
750
Good Life Advisors
Pennsylvania
$1.16M -$22.9K -176 -2%

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.