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
TFS
1026
Thoroughbred Financial Services
Tennessee
$434K +$80.3K +605 +22%
CFD
1027
Creative Financial Designs
Indiana
$430K +$29.1K +219 +7%
CM
1028
Columbus Macro
Pennsylvania
$430K -$30.4K -229 -6%
MAM
1029
Milestone Asset Management
Pennsylvania
$428K +$442K +3,326 New
ECM
1030
Exchange Capital Management
Michigan
$426K -$5.84K -44 -1%
PG
1031
Prostatis Group
Maryland
$424K -$50.8M -382,628 -99%
CWA
1032
Continuum Wealth Advisors
New York
$421K
JSC
1033
Jackson Square Capital
California
$420K +$2.26K +17 +0.5%
ACM
1034
Advisors Capital Management
New Jersey
$419K +$432K +3,253 New
VPP
1035
Vertex Planning Partners
Illinois
$419K
AAMA
1036
Advanced Asset Management Advisors
Ohio
$419K -$16.3K -123 -4%
FFL
1037
Financial Freedom LLC
Ohio
$417K +$430K +3,240 New
SWA
1038
SOA Wealth Advisors
New York
$417K +$3.45K +26 +0.8%
AGA
1039
Arkos Global Advisors
Texas
$416K +$4.51K +34 +1%
COCM
1040
Charter Oak Capital Management
New Hampshire
$416K +$133 +1 +0%
ACM
1041
Avalon Capital Management
California
$415K -$17.3K -130 -4%
WC
1042
Whitney & Co
New York
$415K -$13.1K -99 -3%
AC
1043
Avestar Capital
New York
$414K +$266 +2 +0.1%
CWG
1044
Crown Wealth Group
North Carolina
$410K -$85.9K -647 -17%
WA
1045
Waverly Advisors
Alabama
$410K -$11.6K -87 -3%
BOH
1046
Bank of Hawaii
Hawaii
$408K +$421K +3,173 New
LWANC
1047
Laurel Wealth Advisors (North Carolina)
North Carolina
$407K
PWW
1048
Pettyjohn Wood & White
Virginia
$407K +$53.1K +400 +14%
SPWG
1049
Sage Private Wealth Group
Illinois
$405K -$239K -1,800 -36%
CPIG
1050
Chicago Partners Investment Group
Illinois
$404K -$25.9K -195 -6%

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.