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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
LIG
801
Lokken Investment Group
Delaware
$950K +$109K +836 +14%
AP
802
Appleton Partners
Massachusetts
$948K -$99.3K -763 -10%
MIM
803
Marco Investment Management
Georgia
$947K -$13K -100 -1%
SF
804
Summit Financial
New Jersey
$946K +$23.5K +181 +3%
PWS
805
Private Wealth Strategies
Ohio
$945K -$31.6K -243 -3%
LCM
806
LVM Capital Management
Michigan
$944K -$72.2K -555 -7%
HFW
807
Horizon Family Wealth
Illinois
$942K -$533K -4,095 -37%
Neuberger Berman Group
808
Neuberger Berman Group
New York
$942K -$48.8K -375 -5%
HW
809
Hancock Whitney
Mississippi
$939K -$83.8K -644 -9%
CA
810
Claro Advisors
Massachusetts
$933K +$173K +1,329 +24%
UWM
811
USAdvisors Wealth Management
Minnesota
$932K -$72.2K -555 -8%
RBA
812
Richard Bernstein Advisors
New York
$931K -$178K -1,367 -17%
VWM
813
VCI Wealth Management
Missouri
$929K +$886K +6,809 New
BBHC
814
Brown Brothers Harriman & Co
New York
$928K +$370K +2,841 +72%
SLC
815
Second Line Capital
Louisiana
$928K +$885K +6,805 New
CCM
816
Cox Capital Management
Massachusetts
$923K +$880K +6,765 New
LSA
817
Lansing Street Advisors
Pennsylvania
$922K +$880K +6,761 New
TWM
818
Tradition Wealth Management
Minnesota
$920K +$120K +920 +16%
Citadel Advisors
819
Citadel Advisors
Florida
$916K -$76M -584,232 -99%
FFA
820
Fairfield Financial Advisors
Massachusetts
$913K +$68.8K +529 +9%
KP
821
Keel Point
Alabama
$910K +$22.1K +170 +3%
FPCP
822
Fort Point Capital Partners
California
$904K +$134K +1,027 +18%
IC
823
Inscription Capital
Texas
$904K +$284K +2,182 +49%
BCP
824
Berkeley Capital Partners
Georgia
$902K -$268K -2,058 -24%
KFGK
825
Keystone Financial Group (Kentucky)
Kentucky
$902K -$431K -3,316 -33%

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.