We are live on ! Find out more
XLV icon

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
RIA
951
RPG Investment Advisory
California
$539K -$3.32K -25 -0.6%
KTM
952
Keeler Thomas Management
Utah
$538K -$3.58K -27 -0.6%
TA
953
TrueWealth Advisors
Alabama
$537K +$60.1K +453 +12%
DP
954
Dearborn Partners
Illinois
$526K +$246K +1,850 +83%
Jones Financial Companies
955
Jones Financial Companies
Missouri
$526K -$102K -766 -16%
OBWG
956
Onyx Bridge Wealth Group
New York
$525K +$6.11K +46 +1%
IIA
957
IPG Investment Advisors
California
$524K +$47.5K +358 +10%
WCF
958
West Coast Financial
California
$523K
QCM
959
Quantinno Capital Management
New York
$522K -$531 -4 -0.1%
PFA
960
Pure Financial Advisors
California
$522K +$15.3K +115 +3%
MF
961
Meridian Financial
Massachusetts
$522K +$29.9K +225 +6%
IAS
962
Investment Advisory Services
Texas
$519K +$114K +861 +27%
IFWM
963
Institute for Wealth Management
Colorado
$517K -$5.44K -41 -1%
FPGK
964
Financial Partners Group (Kansas)
Kansas
$514K +$1.73K +13 +0.3%
APW
965
Aurora Private Wealth
New Jersey
$512K -$1.99K -15 -0.4%
GP
966
Girard Partners
Pennsylvania
$512K +$45.5K +343 +9%
MCM
967
Manchester Capital Management
Vermont
$511K -$113K -852 -18%
BBHC
968
Brown Brothers Harriman & Co
New York
$511K +$477K +3,595 +966%
GWM
969
Greenwich Wealth Management
Connecticut
$510K +$161K +1,212 +44%
EWM
970
Empirical Wealth Management
Washington
$510K +$49.5K +373 +10%
AIM
971
Allen Investment Management
New York
$508K
SBIA
972
Sheaff Brock Investment Advisors
Indiana
$507K -$9.03K -68 -2%
P
973
Pitcairn
Pennsylvania
$505K -$79.9K -602 -13%
SW
974
SkyOak Wealth
Michigan
$503K
RCA
975
Ranch Capital Advisors
Florida
$502K -$929 -7 -0.2%

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.