We are live on ! Find out more
XLV icon

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
BWP
951
Balboa Wealth Partners
Arizona
$654K +$11.6K +89 +2%
Empower Advisory Group
952
Empower Advisory Group
Colorado
$651K +$45.5K +350 +8%
PCA
953
Providence Capital Advisors
North Carolina
$650K +$22K +169 +4%
FCBT
954
First Citizens Bank & Trust
North Carolina
$647K +$617K +4,743 New
CWM
955
Collaborative Wealth Management
Florida
$642K -$15.1K -116 -2%
WTC
956
WhitTier Trust Company
Nevada
$642K +$270K +2,078 +79%
BIA
957
Benchmark Investment Advisors
Illinois
$642K +$29.4K +226 +5%
CMI
958
Clare Market Investments
Texas
$642K -$48.4K -372 -7%
AP
959
Arlington Partners
Alabama
$640K
AT
960
Arlington Trust
Alabama
$640K
CWM
961
Castle Wealth Management
Florida
$640K +$317K +2,439 +108%
SFC
962
Strategic Financial Concepts
Texas
$640K -$737K -5,664 -55%
GJWM
963
Gilliland Jeter Wealth Management
Arkansas
$639K +$610K +4,687 New
FI
964
Financial Insights
Washington
$638K -$7.8K -60 -1%
NCM
965
Noesis Capital Mangement
Florida
$637K
PCS
966
Private Client Services
Kentucky
$637K +$608K +4,671 New
GEA
967
Glen Eagle Advisors
New Jersey
$637K -$2.99K -23 -0.5%
SAF
968
Smith Anglin Financial
Texas
$634K +$35.5K +273 +6%
GAG
969
Goodman Advisory Group
Massachusetts
$633K +$359K +2,756 +146%
WAS
970
Wealth Advisory Solutions
Indiana
$631K -$633K -4,866 -51%
PCMF
971
Private Capital Management (Florida)
Florida
$630K -$8.59K -66 -1%
CCM
972
Chilton Capital Management
Texas
$630K -$85.1K -654 -12%
SAM
973
Sequent Asset Management
Texas
$630K -$6.5K -50 -1%
BPFA
974
Barnes Pettey Financial Advisors
Mississippi
$629K +$53.7K +413 +10%
CMANY
975
Capital Management Associates (New York)
New York
$627K

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.