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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
SSWM
776
Smith Salley Wealth Management
North Carolina
$1.08M
EGA
777
E&G Advisors
Texas
$1.07M +$13K +100 +1%
ICP
778
Interchange Capital Partners
Pennsylvania
$1.07M -$17K -131 -2%
HCM
779
Hollencrest Capital Management
California
$1.06M +$826K +6,346 +454%
MC
780
Moors & Cabot
Massachusetts
$1.05M +$160K +1,230 +19%
LPAM
781
Lodestar Private Asset Management
California
$1.05M +$81.6K +627 +9%
ACA
782
Aptus Capital Advisors
Alabama
$1.03M -$374K -2,876 -28%
WC
783
Waterloo Capital
Texas
$1.02M +$208K +1,602 +27%
SFA
784
Source Financial Advisors
New York
$1.02M -$16.9K -130 -2%
PA
785
Parallel Advisors
California
$1.01M -$241K -1,849 -20%
AWM
786
Aberdeen Wealth Management
Illinois
$1.01M
MFG
787
Midwest Financial Group
Kansas
$1M -$13K -100 -1%
SC
788
Sierra Capital
Florida
$1M
Deutsche Bank
789
Deutsche Bank
Germany
$999K -$12.9K -99 -1%
ZF
790
Zega Financial
Florida
$998K +$951K +7,314 New
FFWA
791
FRG Family Wealth Advisors
Washington
$996K +$950K +7,300 New
SW
792
SVB Wealth
Massachusetts
$986K -$167K -1,284 -15%
CIM
793
Contravisory Investment Management
Massachusetts
$985K +$26.4K +203 +3%
PFPT
794
Pinnacle Financial Partners (Tennessee)
Tennessee
$972K -$55.2K -424 -6%
WB
795
WesBanco Bank
West Virginia
$963K -$1.27M -9,794 -58%
CAWM
796
Capital Advisors Wealth Management
Washington
$962K -$21.7K -167 -2%
HWA
797
Heartwood Wealth Advisors
Virginia
$962K -$1.56K -12 -0.2%
PCS
798
Personal CFO Solutions
New Jersey
$958K +$914K +7,026 New
RBC
799
Roble Belko & Company
Pennsylvania
$957K -$11.7K -90 -1%
BAWM
800
Bennett Associates Wealth Management
Pennsylvania
$952K +$908K +6,981 New

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.