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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
SB
901
Strategic Blueprint
Georgia
$621K +$22.4K +169 +4%
TWA
902
Talisman Wealth Advisors
New Jersey
$620K +$154K +1,161 +32%
WP
903
WealthSource Partners
California
$616K -$28.3K -213 -4%
OCM
904
Orleans Capital Management
Louisiana
$615K
S
905
SignatureFD
Georgia
$615K +$11.8K +89 +2%
VCA
906
Verdence Capital Advisors
Maryland
$613K +$44.3K +334 +8%
SPW
907
Sonoma Private Wealth
California
$610K +$11.8K +89 +2%
BWP
908
Balboa Wealth Partners
Arizona
$606K -$19.5K -147 -3%
AFP
909
Ausdal Financial Partners
Iowa
$604K -$126K -947 -17%
AP
910
Arlington Partners
Alabama
$604K
AT
911
Arlington Trust
Alabama
$604K +$623K +4,693 New
GEA
912
Glen Eagle Advisors
New Jersey
$604K -$3.98K -30 -0.6%
SRC
913
Shufro Rose & Co
New York
$603K
PCMF
914
Private Capital Management (Florida)
Florida
$603K +$929 +7 +0.1%
NCM
915
Noesis Capital Mangement
Florida
$601K -$26.8K -202 -4%
APIM
916
Agate Pass Investment Management
Washington
$601K -$3.98K -30 -0.6%
SCA
917
Sage Capital Advisors
South Dakota
$601K -$12.9K -97 -2%
SAM
918
Sequent Asset Management
Texas
$601K
RPWA
919
Regent Peak Wealth Advisors
Georgia
$599K -$42.1K -317 -6%
AWA
920
Alta Wealth Advisors
Massachusetts
$597K +$4.65K +35 +0.8%
MCA
921
Magnolia Capital Advisors
Mississippi
$596K +$73.7K +555 +13%
CMANY
922
Capital Management Associates (New York)
New York
$592K -$9.96K -75 -2%
WMG
923
WESCAP Management Group
California
$592K -$47K -354 -7%
PCA
924
Providence Capital Advisors
North Carolina
$592K +$3.72K +28 +0.6%
FI
925
Financial Insights
Washington
$590K -$3.19K -24 -0.5%

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.