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
GC
76
Grimes & Company
Massachusetts
$39M -$11.3M -87,100 -23%
FIA
77
Foundations Investment Advisors
Arizona
$38.7M +$16M +123,203 +83%
UCFA
78
United Capital Financial Advisors
Texas
$38.6M -$5.4M -41,513 -13%
KHLMVGHM
79
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$38.3M
GS
80
GTS Securities
New York
$37.3M +$22.1M +169,634 +163%
ST
81
Spinnaker Trust
Maine
$36.6M -$67.1K -516 -0.2%
AA
82
Advisory Alpha
Michigan
$36.3M +$34K +261 +0.1%
WBG
83
Wharton Business Group
Pennsylvania
$35.7M +$3.12M +23,970 +10%
TWC
84
TD Waterhouse Canada
Ontario, Canada
$35.7M +$101K +779 +0.3%
Mariner
85
Mariner
Kansas
$34.4M +$1.99M +15,304 +6%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$34.4M +$24.6M +189,059 +300%
NA
87
NewEdge Advisors
Louisiana
$34.3M +$2.28M +17,513 +8%
HTC
88
Haverford Trust Company
Pennsylvania
$34.2M +$32.6M +250,668 New
SOMRS
89
State of Michigan Retirement System
Michigan
$34.1M +$3.15M +24,200 +11%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$33.5M +$2.83M +21,765 +10%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$33.2M +$1.99M +15,279 +7%
Corient Private Wealth
92
Corient Private Wealth
Florida
$32.9M +$15.8M +121,754 +102%
MM
93
Main Management
California
$32.6M -$21.2M -162,906 -41%
BFG
94
Bouchey Financial Group
New York
$32.5M -$424K -3,262 -1%
MIA
95
MMBG Investment Advisors
Florida
$32.1M -$127K -980 -0.4%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$31.9M +$2.23M +17,143 +8%
AA
97
ALPS Advisors
Colorado
$31.7M +$2.53M +19,477 +9%
CCM
98
Cullen Capital Management
New York
$31.3M +$28M +215,167 +1,489%
SWM
99
Spire Wealth Management
Virginia
$30.7M -$2.46M -18,936 -8%
BWFA
100
Baltimore-Washington Financial Advisors
Maryland
$29.3M +$1.14M +8,740 +4%

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.