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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
BB
851
Burford Brothers
Texas
$836K +$798K +6,131 New
NAM
852
NTV Asset Management
West Virginia
$836K -$134K -1,030 -14%
RCS
853
Retirement Capital Strategies
California
$836K -$23.7K -182 -3%
HIA
854
Harbor Investment Advisory
Maryland
$832K -$137K -1,055 -15%
Franklin Resources
855
Franklin Resources
California
$828K -$25.1K -193 -3%
ACM
856
Arlington Capital Management
Illinois
$825K +$787K +6,052 New
PWM
857
Peterson Wealth Management
Nevada
$824K -$323K -2,481 -29%
Mackenzie Financial
858
Mackenzie Financial
Ontario, Canada
$817K -$1.83M -14,041 -70%
AWM
859
Aries Wealth Management
Maine
$812K -$44.6K -343 -5%
WPP
860
Whalerock Point Partners
Rhode Island
$809K -$65.7K -505 -8%
RF
861
Rollins Financial
Georgia
$809K +$77.1K +593 +11%
RFA
862
Rollins Financial Advisors
New York
$809K +$771K +5,929 New
MWAM
863
Manhattan West Asset Management
California
$808K -$59.7K -459 -7%
VI
864
VanderPol Investments
Michigan
$808K +$771K +5,927 New
CCB
865
Country Club Bank
Missouri
$807K -$38.1K -293 -5%
UF
866
Univest Financial
Pennsylvania
$804K +$766K +5,892 New
SYBT
867
Stock Yards Bank & Trust
Kentucky
$802K +$6.37K +49 +0.8%
KPWG
868
KFA Private Wealth Group
Virginia
$800K +$96.8K +744 +15%
LJAC
869
L.J. Altfest & Co
New York
$795K -$73.2K -563 -9%
CPA
870
Court Place Advisors
Maryland
$794K -$32.4K -249 -4%
QPWM
871
Quadrant Private Wealth Management
Pennsylvania
$793K +$312K +2,396 +70%
IA
872
Insight Advisors
Pennsylvania
$790K -$78.7K -605 -9%
FAM
873
Family Asset Management
South Carolina
$785K -$21.5K -165 -3%
MWM
874
Massachusetts Wealth Management
Massachusetts
$783K +$495K +3,805 +196%
BSW
875
Buckingham Strategic Wealth
Missouri
$782K +$194K +1,491 +35%

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.