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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
MWA
976
Meridian Wealth Advisors
Texas
$624K
AC
977
Avestar Capital
New York
$622K +$174K +1,340 +42%
IP
978
Intellectus Partners
California
$621K +$390 +3 +0.1%
OPW
979
Oxler Private Wealth
New York
$620K +$130 +1 +0%
EWM
980
Empirical Wealth Management
Washington
$617K +$73.4K +564 +14%
KLCM
981
KG&L Capital Management
Louisiana
$617K +$1.43K +11 +0.2%
FEM
982
Fulcrum Equity Management
Texas
$611K -$282K -2,168 -33%
BWM
983
Bulltick Wealth Management
Florida
$607K -$73.5K -565 -11%
QCM
984
QRG Capital Management
Illinois
$605K +$202K +1,556 +54%
MFIM
985
Mesirow Financial Investment Management
Illinois
$604K +$576K +4,428 New
MSFS
986
Main Street Financial Solutions
Pennsylvania
$603K -$119K -913 -17%
SRC
987
Shufro Rose & Co
New York
$603K
CWM
988
Chicago Wealth Management
Illinois
$601K +$260 +2 +0%
OAM
989
Occidental Asset Management
California
$598K +$114K +879 +25%
PWW
990
Pettyjohn Wood & White
Virginia
$595K +$156K +1,200 +38%
LCM
991
Lunt Capital Management
Utah
$594K +$567K +4,359 New
SC
992
Solstein Capital
California
$594K -$911 -7 -0.2%
LL
993
LPWM LLC
Minnesota
$593K +$103K +790 +23%
CNWM
994
Clay Northam Wealth Management
California
$592K +$4.68K +36 +0.8%
AWE
995
Avidian Wealth Enterprises
Texas
$591K -$418K -3,216 -43%
LWM
996
Lodestone Wealth Management
Washington
$589K -$5.46K -42 -1%
SFP
997
Shepherd Financial Partners
Massachusetts
$588K +$561K +4,312 New
AFG
998
Atomi Financial Group
New York
$588K -$730K -5,612 -57%
SHA
999
Seneca House Advisors
Virginia
$587K -$18.2K -140 -3%
CPIG
1000
Chicago Partners Investment Group
Illinois
$587K +$138K +1,057 +33%

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.