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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
BFA
876
Beaumont Financial Advisors
Massachusetts
$778K +$15.1K +116 +2%
PCM
877
Prana Capital Management
Connecticut
$771K +$735K +5,652 New
GFG
878
Greystone Financial Group
Michigan
$770K +$276K +2,122 +60%
VWA
879
Visionary Wealth Advisors
Illinois
$769K -$240K -1,845 -25%
FCH
880
Freestone Capital Holdings
Washington
$769K +$733K +5,636 New
TSWM
881
Tyler-Stone Wealth Management
Ohio
$765K +$10K +77 +1%
PCA
882
Prosperity Capital Advisors
Ohio
$764K +$54.4K +418 +8%
TCWA
883
Turtle Creek Wealth Advisors
Texas
$764K +$729K +5,605 New
JEST
884
JTC Employer Solutions Trustee
Jersey
$762K
AWA
885
Arete Wealth Advisors
Illinois
$759K +$724K +5,563 New
AIA
886
Ally Invest Advisors
North Carolina
$758K +$88.1K +677 +14%
CCWM
887
Cassaday & Co Wealth Management
Virginia
$758K +$72.3K +556 +11%
BSHC
888
Breed's Hill Capital
Massachusetts
$756K +$721K +5,542 New
SAM
889
Smartleaf Asset Management
Massachusetts
$755K +$721K +5,541 New
MA
890
MKT Advisors
California
$754K +$10.4K +80 +1%
SSG
891
Summit Securities Group
New York
$750K +$703K +5,402 +5,512%
CG
892
Corundum Group
Colorado
$744K +$710K +5,458 New
SWM
893
Segment Wealth Management
Texas
$744K +$710K +5,455 New
SP
894
Stonebrook Private
Michigan
$739K +$705K +5,421 New
NWA
895
Navis Wealth Advisors
New York
$734K +$3.12K +24 +0.4%
ACS
896
Archford Capital Strategies
Illinois
$732K -$4.68K -36 -0.7%
BCV
897
Banque Cantonale Vaudoise
Switzerland
$731K -$119K -912 -15%
BZWA
898
Blue Zone Wealth Advisors
California
$729K +$130 +1 +0%
TWA
899
Talisman Wealth Advisors
New Jersey
$723K +$62.7K +482 +10%
Bank Julius Baer & Co
900
Bank Julius Baer & Co
Switzerland
$723K -$8.46K -65 -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.