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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
CP
926
Castleview Partners
Texas
$684K -$1.3M -9,981 -67%
EFS
927
Econ Financial Services
Pennsylvania
$683K +$1.56K +12 +0.2%
MLL
928
Moody Lynn & Lieberson
Massachusetts
$683K
EL
929
EMFO LLC
Florida
$682K
GI
930
GAMCO Investors
Connecticut
$682K
VFA
931
Voya Financial Advisors
Connecticut
$682K -$356K -2,733 -35%
VCA
932
Verdence Capital Advisors
Maryland
$682K +$31.1K +239 +5%
SC
933
SouthState Corp
Florida
$680K
BFO
934
Biltmore Family Office
North Carolina
$679K
AWM
935
Able Wealth Management
New Jersey
$677K +$646K +4,963 New
AWM
936
Axxcess Wealth Management
California
$676K +$645K +4,959 New
WTG
937
West Tower Group
Virginia
$676K +$492K +3,784 +323%
PIA
938
Panoramic Investment Advisors
Colorado
$675K
RFA
939
RTD Financial Advisors
Pennsylvania
$675K +$53.2K +409 +9%
UWS
940
Unique Wealth Strategies
Illinois
$675K +$643K +4,946 New
BF
941
BOK Financial
Oklahoma
$672K -$416K -3,199 -39%
CC
942
Cypress Capital
Tennessee
$668K -$379K -2,910 -37%
DIM
943
DLK Investment Management
California
$666K +$635K +4,885 New
EHC
944
Everett Harris & Co
California
$665K
SFG
945
Summit Financial Group
West Virginia
$663K -$82K -630 -11%
MGWM
946
Marks Group Wealth Management
Minnesota
$662K +$127K +977 +25%
IAS
947
Investment Advisory Services
Texas
$661K +$106K +818 +20%
JAG
948
Journey Advisory Group
Kentucky
$659K -$246K -1,888 -28%
MA
949
MONECO Advisors
Connecticut
$657K -$54.4K -418 -8%
APIM
950
Agate Pass Investment Management
Washington
$656K +$17.8K +137 +3%

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.