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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
ERWM
876
Elk River Wealth Management
Colorado
$659K
EDRH
877
Edmond de Rothschild Holding
Switzerland
$656K -$59.9K -451 -8%
SFM
878
Signet Financial Management
New Jersey
$654K +$21.2K +160 +3%
CMI
879
Clare Market Investments
Texas
$653K -$18.3K -138 -3%
EWM
880
Executive Wealth Management
Michigan
$650K -$45.7K -344 -6%
BWM
881
Bulltick Wealth Management
Florida
$646K
KCFA
882
Key Client Fiduciary Advisors
New Jersey
$645K -$65.6K -494 -9%
MLL
883
Moody Lynn & Lieberson
Massachusetts
$644K
CCWM
884
Cassaday & Co Wealth Management
Virginia
$644K +$87.8K +661 +15%
MUAMU
885
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$644K -$1.59M -12,000 -71%
EL
886
EMFO LLC
Florida
$644K -$133K -1,000 -17%
GI
887
GAMCO Investors
Connecticut
$644K
BONH
888
Bank of New Hampshire
New Hampshire
$643K -$73K -550 -10%
EFS
889
Econ Financial Services
Pennsylvania
$643K +$270K +2,037 +69%
SC
890
SouthState Corp
Florida
$642K -$26.6K -200 -4%
BFO
891
Biltmore Family Office
North Carolina
$641K
RFA
892
Resurgent Financial Advisors
Georgia
$638K +$13.8K +104 +2%
PIA
893
Panoramic Investment Advisors
Colorado
$637K +$657K +4,950 New
VC
894
Vicus Capital
Pennsylvania
$634K +$11.9K +90 +2%
AIA
895
Ally Invest Advisors
North Carolina
$629K +$183K +1,381 +39%
MCA
896
MSH Capital Advisors
Arizona
$629K +$32.5K +245 +5%
EHC
897
Everett Harris & Co
California
$628K
KBC
898
Key Bridge Compliance
$626K +$646K +4,866 New
MC
899
Montag & Caldwell
Georgia
$625K +$28.1K +212 +5%
CWM
900
Collaborative Wealth Management
Florida
$621K -$16.7K -126 -3%

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.