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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
ACM
776
Antonetti Capital Management
Florida
$952K -$91.7K -691 -9%
UWM
777
USAdvisors Wealth Management
Minnesota
$951K +$6.64K +50 +0.7%
SC
778
Sierra Capital
Florida
$945K
AF
779
Affiance Financial
Minnesota
$938K
Neuberger Berman Group
780
Neuberger Berman Group
New York
$937K +$17.3K +130 +2%
B
781
Bailard
California
$933K -$131K -985 -12%
CAWM
782
Capital Advisors Wealth Management
Washington
$930K -$2.21M -16,652 -70%
RWP
783
RWA Wealth Partners
Massachusetts
$928K +$44.9K +338 +5%
PWS
784
Private Wealth Strategies
Ohio
$924K -$42K -316 -4%
NAM
785
NTV Asset Management
West Virginia
$922K +$21.2K +160 +2%
HIA
786
Harbor Investment Advisory
Maryland
$922K -$38.2K -288 -4%
RBC
787
Roble Belko & Company
Pennsylvania
$915K
AA
788
Alesco Advisors
New York
$915K +$943K +7,106 New
LPAM
789
Lodestar Private Asset Management
California
$911K +$40K +301 +4%
HWA
790
Heartwood Wealth Advisors
Virginia
$909K +$53K +399 +6%
MIM
791
Marco Investment Management
Georgia
$907K +$3.58K +27 +0.4%
CIM
792
Contravisory Investment Management
Massachusetts
$904K +$262K +1,975 +39%
BJL
793
Brighton Jones LLC
Washington
$899K +$49K +369 +6%
3LCM
794
3D/L Capital Management
Connecticut
$897K -$318K -2,398 -26%
TI
795
Trexquant Investment
Connecticut
$888K +$916K +6,896 New
CIA
796
Cape Investment Advisory
Georgia
$884K +$20.7K +156 +2%
MCC
797
Money Concepts Capital
Florida
$871K +$88.6K +667 +11%
SF
798
Summit Financial
New Jersey
$870K +$39.6K +298 +5%
JAG
799
Journey Advisory Group
Kentucky
$865K +$166K +1,248 +23%
AFO
800
Arrowroot Family Office
California
$862K +$6.5K +49 +0.7%

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.