We are live on ! Find out more
XLV icon

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
FEM
801
Fulcrum Equity Management
Texas
$856K -$66.4K -500 -7%
TC
802
TownSquare Capital
Utah
$854K +$71.6K +539 +9%
LMKC
803
L.M. Kohn & Company
Ohio
$846K -$140K -1,058 -14%
MC
804
Moors & Cabot
Massachusetts
$837K +$14.9K +112 +2%
ACP
805
Aveo Capital Partners
Colorado
$837K -$143K -1,076 -14%
KP
806
Keel Point
Alabama
$837K +$134K +1,012 +18%
WPP
807
Whalerock Point Partners
Rhode Island
$829K
AWM
808
Aries Wealth Management
Maine
$826K +$33.1K +249 +4%
MCCP
809
Mission Creek Capital Partners
California
$825K +$1.86K +14 +0.2%
IA
810
Insight Advisors
Pennsylvania
$823K -$26K -196 -3%
LJAC
811
L.J. Altfest & Co
New York
$823K +$42.9K +323 +5%
NFSG
812
Newbridge Financial Services Group
Florida
$818K -$145K -1,095 -15%
ARC
813
Advisor Resource Council
Texas
$815K -$13.1K -99 -2%
MWAM
814
Manhattan West Asset Management
California
$813K +$320K +2,411 +61%
RCS
815
Retirement Capital Strategies
California
$812K +$475K +3,576 +131%
NF
816
Norwood Financial
Pennsylvania
$812K -$3.98K -30 -0.5%
CCM
817
Condor Capital Management
New Jersey
$810K -$5.04K -38 -0.6%
GFS
818
GYL Financial Synergies
Connecticut
$808K -$4.51K -34 -0.5%
BCV
819
Banque Cantonale Vaudoise
Switzerland
$808K +$13.7K +103 +2%
FNBT
820
FineMark National Bank & Trust
Florida
$808K +$341K +2,569 +69%
Franklin Resources
821
Franklin Resources
California
$806K -$4.91K -37 -0.6%
CCB
822
Country Club Bank
Missouri
$806K +$8.63K +65 +1%
PCFFS
823
Pacific Center for Financial Services
California
$801K -$13.9M -104,472 -94%
AF
824
Allworth Financial
California
$800K +$7.17K +54 +0.9%
MTIM
825
Marathon Trading Investment Management
Pennsylvania
$797K +$481K +3,620 +141%

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.