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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
BB
751
Busey Bank
Illinois
$1.04M -$664 -5 -0.1%
ICP
752
Interchange Capital Partners
Pennsylvania
$1.03M -$374K -2,819 -26%
WAM
753
Worth Asset Management
Texas
$1.03M +$1.04M +7,828 +4,802%
FCA
754
FinTrust Capital Advisors
South Carolina
$1.02M -$207K -1,557 -16%
CG
755
Clifford Group
Massachusetts
$1.02M +$131K +983 +14%
KWMG
756
King Wealth Management Group
Florida
$1.02M -$13.1K -99 -1%
SSWM
757
Smith Salley Wealth Management
North Carolina
$1.02M -$10.1K -76 -1%
BF
758
BOK Financial
Oklahoma
$1.01M -$56.7K -427 -5%
ACI
759
Alpha Cubed Investments
California
$1.01M +$60K +452 +6%
CC
760
Cypress Capital
Tennessee
$1.01M +$27.3K +206 +3%
VFA
761
Voya Financial Advisors
Connecticut
$1M -$2.12K -16 -0.2%
SL
762
SWMG LLC
Texas
$1M +$335K +2,526 +48%
EGA
763
E&G Advisors
Texas
$1,000K -$28.8K -217 -3%
AP
764
Appleton Partners
Massachusetts
$993K -$15.9K -120 -2%
AWA
765
Amplius Wealth Advisors
Pennsylvania
$989K -$123K -930 -11%
SMC
766
Smith, Moore & Co
Missouri
$980K +$5.58K +42 +0.6%
SFA
767
Source Financial Advisors
New York
$976K -$110K -829 -10%
PFPT
768
Pinnacle Financial Partners (Tennessee)
Tennessee
$973K +$124K +931 +14%
AWE
769
Avidian Wealth Enterprises
Texas
$971K -$5.17M -38,956 -84%
HW
770
Hancock Whitney
Mississippi
$969K -$39.8K -300 -4%
VWA
771
Visionary Wealth Advisors
Illinois
$964K -$54.7K -412 -5%
LCM
772
LVM Capital Management
Michigan
$962K -$10.1K -76 -1%
MFG
773
Midwest Financial Group
Kansas
$958K -$16.5K -124 -2%
Deutsche Bank
774
Deutsche Bank
Germany
$956K -$426K -3,206 -30%
AWM
775
Aberdeen Wealth Management
Illinois
$952K

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.