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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
IPAM
1001
Investment Partners Asset Management
New Jersey
$582K +$555K +4,267 New
MF
1002
Meridian Financial
Massachusetts
$580K +$26K +200 +5%
KF
1003
KKM Financial
Illinois
$579K +$552K +4,242 New
ACG
1004
Allen Capital Group
Nebraska
$577K -$133K -1,025 -19%
TA
1005
TrueWealth Advisors
Alabama
$577K +$8.33K +64 +2%
WMG
1006
WESCAP Management Group
California
$576K -$48.7K -374 -8%
PSF
1007
Pacific Sun Financial
California
$575K +$51K +392 +10%
VWM
1008
Valley Wealth Managers
New Jersey
$575K -$3.59M -27,591 -87%
RIA
1009
RPG Investment Advisory
California
$565K -$5.07K -39 -0.9%
RPWA
1010
Regent Peak Wealth Advisors
Georgia
$565K -$67K -515 -11%
FPGK
1011
Financial Partners Group (Kansas)
Kansas
$559K +$911 +7 +0.2%
SBIA
1012
Sheaff Brock Investment Advisors
Indiana
$558K +$19.8K +152 +4%
PFS
1013
Prospect Financial Services
New York
$557K +$531K +4,083 New
WCF
1014
West Coast Financial
California
$554K
IFWM
1015
Institute for Wealth Management
Colorado
$548K +$130 +1 +0%
EDRH
1016
Edmond de Rothschild Holding
Switzerland
$547K -$142K -1,090 -21%
GC
1017
Gruss & Co
Florida
$546K +$520K +4,000 New
CIA
1018
Cladis Investment Advisory
Montana
$543K +$130K +1,000 +34%
UFF
1019
USA Financial Formulas
Michigan
$543K +$390K +2,997 +304%
BFS
1020
Bradley Foster & Sargent
Connecticut
$543K +$33.6K +258 +7%
MCM
1021
Manchester Capital Management
Vermont
$541K
1CP
1022
17 Capital Partners
Arizona
$541K +$516K +3,966 New
PFM
1023
Peak Financial Management
Massachusetts
$541K +$72.2K +555 +16%
GWP
1024
Gateway Wealth Partners
Wisconsin
$541K -$3.51M -27,016 -87%
GWM
1025
Greenwich Wealth Management
Connecticut
$540K

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.