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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
FLPIM
826
F.L. Putnam Investment Management
Massachusetts
$794K +$376K +2,835 +85%
FFA
827
Fairfield Financial Advisors
Massachusetts
$794K +$27.7K +209 +4%
LAM
828
L2 Asset Management
Massachusetts
$789K +$17.9K +135 New
LIG
829
Lokken Investment Group
Delaware
$789K +$5.44K +41 +0.7%
BCP
830
Blue Chip Partners
Michigan
$788K +$3.32K +25 +0.4%
CPA
831
Court Place Advisors
Maryland
$782K
RIA
832
Realta Investment Advisors
Delaware
$780K
AIM
833
Aspen Investment Management
Michigan
$776K -$43K -324 -5%
CWC
834
Carolinas Wealth Consulting
North Carolina
$764K -$82.2K -619 -9%
FAM
835
Family Asset Management
South Carolina
$762K +$276K +2,081 +54%
NC
836
NovaPoint Capital
Georgia
$760K +$75.5K +569 +11%
BCA
837
Bay Colony Advisors
Massachusetts
$756K -$11.3K -85 -1%
WC
838
Waterloo Capital
Texas
$756K +$41.4K +312 +6%
FTA
839
Financial & Tax Architects
Missouri
$754K +$778K +5,860 New
SYBT
840
Stock Yards Bank & Trust
Kentucky
$751K +$8.36K +63 +1%
ATI
841
Act Two Investors
California
$750K +$774K +5,830 New
TWM
842
Tradition Wealth Management
Minnesota
$750K +$69.6K +524 +10%
TSS
843
Two Sigma Securities
New York
$748K -$1.76M -13,260 -70%
PSCM
844
Per Stirling Capital Management
Texas
$737K +$760K +5,728 New
PG
845
Patten Group
Tennessee
$734K +$17.8K +134 +2%
FPCP
846
Fort Point Capital Partners
California
$721K -$133K -1,001 -15%
BFA
847
Beaumont Financial Advisors
Massachusetts
$719K -$27.5K -207 -4%
JEST
848
JTC Employer Solutions Trustee
Jersey
$719K
GFPC
849
Global Financial Private Client
Florida
$717K -$1.99K -15 -0.3%
PFA
850
Pinnacle Family Advisors
Missouri
$717K +$235K +1,770 +47%

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.