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
MGWM
976
Marks Group Wealth Management
Minnesota
$499K +$2.12K +16 +0.4%
LA
977
Lynch & Associates
Indiana
$498K
ERIM
978
Eagle Ridge Investment Management
Connecticut
$496K
KFS
979
Kaizen Financial Strategies
California
$496K -$172K -1,294 -25%
CDH
980
Charles D. Hyman
$494K
BFS
981
Bradley Foster & Sargent
Connecticut
$494K
PSF
982
Pacific Sun Financial
California
$492K -$7.3K -55 -1%
JIP
983
Jaffetilchin Investment Partners
Florida
$492K +$14.3K +108 +3%
WIA
984
Westbourne Investment Advisors
Maryland
$491K +$56.2K +423 +12%
FCA
985
FLC Capital Advisors
California
$489K -$41.2K -310 -8%
RWM
986
Ritholtz Wealth Management
New York
$483K -$1.86K -14 -0.4%
GC
987
Gratus Capital
Georgia
$483K -$9.29K -70 -2%
BS
988
Bessemer Securities
New York
$478K -$327K -2,462 -40%
KWS
989
Keystone Wealth Services
California
$477K +$55.5K +418 +13%
GIM
990
Goelzer Investment Management
Indiana
$477K -$44.6K -336 -8%
BW
991
Bison Wealth
Georgia
$476K +$10.6K +80 +2%
EWM
992
Elevatus Welath Management
New York
$475K +$490K +3,690 New
KWM
993
Kaydan Wealth Management
Michigan
$474K -$26.2K -197 -5%
BPC
994
Banque Pictet & Cie
Switzerland
$472K -$12.9M -96,831 -96%
MWM
995
Modera Wealth Management
New Jersey
$472K +$23K +173 +5%
SS
996
Sunbelt Securities
Texas
$465K -$12.5K -94 -3%
KAS
997
KPP Advisory Services
Kentucky
$465K +$479K +3,610 New
HBW
998
Hazlett, Burt & Watson
West Virginia
$464K +$9.96K +75 +2%
PCM
999
Parsons Capital Management
Rhode Island
$463K -$51.8K -390 -10%
GWS
1000
Glassman Wealth Services
Virginia
$458K +$3.45K +26 +0.7%

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.