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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
TSWM
851
Tyler-Stone Wealth Management
Ohio
$712K -$65.9K -496 -8%
CA
852
Claro Advisors
Massachusetts
$709K +$322K +2,425 +79%
RT
853
Rockland Trust
Massachusetts
$709K -$67.2K -506 -8%
SFG
854
Summit Financial Group
West Virginia
$707K -$193K -1,450 -21%
ACS
855
Archford Capital Strategies
Illinois
$696K +$13.7K +103 +2%
CTC
856
Central Trust Company
Missouri
$694K +$335K +2,524 +88%
Bank Julius Baer & Co
857
Bank Julius Baer & Co
Switzerland
$691K +$21.5K +162 +3%
PI
858
PFG Investments
New York
$691K +$18.2K +137 +3%
NWA
859
Navis Wealth Advisors
New York
$690K +$2.92K +22 +0.4%
BZWA
860
Blue Zone Wealth Advisors
California
$688K -$24.6K -185 -3%
MSFS
861
Main Street Financial Solutions
Pennsylvania
$687K +$69.6K +524 +11%
RF
862
Rollins Financial
Georgia
$687K +$59.7K +450 +9%
MA
863
MKT Advisors
California
$686K -$80.2K -604 -10%
SFP
864
Strategic Financial Partners
Oregon
$683K +$14.6K +110 +2%
CCM
865
Chilton Capital Management
Texas
$679K
CFSG
866
Community Financial Services Group
Vermont
$676K +$697K +5,252 New
ACG
867
Allen Capital Group
Nebraska
$676K
ORC
868
O'Rourke & Company
Massachusetts
$675K +$31.7K +239 +5%
MA
869
MONECO Advisors
Connecticut
$674K +$43.9K +331 +7%
PCA
870
Prosperity Capital Advisors
Ohio
$668K -$228K -1,716 -25%
LDB
871
Lee, Danner & Bass
Tennessee
$663K +$684K +5,151 New
SIA
872
SkyView Investment Advisors
New Jersey
$662K +$683K +5,144 New
ATC
873
Argent Trust Co
Tennessee
$662K +$26.6K +200 +4%
HWA
874
Heritage Wealth Advisors
Virginia
$660K
KPWG
875
KFA Private Wealth Group
Virginia
$659K -$14.6K -110 -2%

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.