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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
CA
826
Clearstead Advisors
Ohio
$894K -$681K -5,232 -44%
AFO
827
Arrowroot Family Office
California
$891K -$20.7K -159 -2%
AF
828
Affiance Financial
Minnesota
$890K -$98.9K -760 -10%
QCM
829
Quantinno Capital Management
New York
$886K +$317K +2,440 +60%
FFA
830
Florida Financial Advisors
Florida
$885K +$844K +6,487 New
LMKC
831
L.M. Kohn & Company
Ohio
$883K -$13K -100 -2%
BP
832
Ballentine Partners
Massachusetts
$883K +$537K +4,127 +176%
EWA
833
EverSource Wealth Advisors
Alabama
$878K +$647K +4,975 +340%
MCCP
834
Mission Creek Capital Partners
California
$877K +$1.95K +15 +0.2%
FNBT
835
FineMark National Bank & Trust
Florida
$870K +$14.2K +109 +2%
MCA
836
Magnolia Capital Advisors
Mississippi
$869K +$178K +1,366 +28%
TC
837
TownSquare Capital
Utah
$864K -$38.8K -298 -4%
CW
838
Channel Wealth
California
$862K -$287K -2,204 -26%
OMC
839
Old Mission Capital
Illinois
$861K -$1.74M -13,373 -68%
CCM
840
Condor Capital Management
New Jersey
$861K +$2.47K +19 +0.3%
KWA
841
Kingswood Wealth Advisors
California
$859K +$73.8K +567 +10%
CIA
842
Cape Investment Advisory
Georgia
$857K -$75.6K -581 -8%
EMAM
843
Encompass More Asset Management
California
$851K +$812K +6,239 New
NF
844
Norwood Financial
Pennsylvania
$850K -$9.11K -70 -1%
PCFFS
845
Pacific Center for Financial Services
California
$849K +$260 +2 +0%
BWM
846
BNC Wealth Management
Oregon
$847K -$475K -3,654 -37%
CICC
847
Capital Investment Counsel (Colorado)
Colorado
$847K +$808K +6,210 New
WPW
848
Waldron Private Wealth
Pennsylvania
$842K -$3.6M -27,659 -82%
GFS
849
GYL Financial Synergies
Connecticut
$841K -$15K -115 -2%
CWC
850
Carolinas Wealth Consulting
North Carolina
$837K +$520 +4 +0.1%

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.