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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
CTC
901
Central Trust Company
Missouri
$722K -$12.4K -95 -2%
TFP
902
Traction Financial Partners
Wyoming
$722K +$689K +5,293 New
DP
903
Dearborn Partners
Illinois
$721K +$156K +1,200 +29%
SFP
904
Strategic Financial Partners
Oregon
$720K -$3.12K -24 -0.5%
MCB
905
Morton Community Bank
Illinois
$717K +$684K +5,261 New
SPW
906
Sonoma Private Wealth
California
$710K +$60.8K +467 +10%
JCFM
907
JBR Co Financial Management
Oklahoma
$709K +$676K +5,199 New
SC
908
Saiph Capital
New Jersey
$708K +$675K +5,191 New
GFPC
909
Global Financial Private Client
Florida
$706K -$52K -400 -7%
PG
910
Patten Group
Tennessee
$704K -$70.1K -539 -9%
LDB
911
Lee, Danner & Bass
Tennessee
$703K
ATC
912
Argent Trust Co
Tennessee
$701K
NPT
913
National Philanthropic Trust
Pennsylvania
$701K +$669K +5,142 New
SCA
914
Sage Capital Advisors
South Dakota
$700K +$60.6K +466 +10%
HWA
915
Heritage Wealth Advisors
Virginia
$699K
MC
916
Montag & Caldwell
Georgia
$699K +$34.6K +266 +5%
ERWM
917
Elk River Wealth Management
Colorado
$698K
ORC
918
O'Rourke & Company
Massachusetts
$698K -$16.7K -128 -2%
PI
919
PFG Investments
New York
$696K -$34.2K -263 -5%
EFG
920
Ehrlich Financial Group
California
$695K +$663K +5,094 New
EW
921
Evoke Wealth
California
$693K -$619K -4,755 -48%
KCFA
922
Key Client Fiduciary Advisors
New Jersey
$689K +$6.11K +47 +0.9%
FTA
923
Financial & Tax Architects
Missouri
$688K -$106K -816 -14%
NFSG
924
Newbridge Financial Services Group
Florida
$687K -$171K -1,318 -21%
LLWM
925
Life Line Wealth Management
California
$684K +$653K +5,018 New

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.