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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
SC
1026
Sapient Capital
Indiana
$540K +$515K +3,956 New
APW
1027
Aurora Private Wealth
New Jersey
$539K -$3.12K -24 -0.6%
AIM
1028
Allen Investment Management
New York
$538K
MWM
1029
MGB Wealth Management
Texas
$537K +$512K +3,935 New
JIP
1030
Jaffetilchin Investment Partners
Florida
$536K +$14.3K +110 +3%
FMWA
1031
Forvis Mazars Wealth Advisors
Missouri
$535K -$48.8K -375 -9%
HSA
1032
HBK Sorce Advisory
Pennsylvania
$535K +$59.7K +459 +13%
CT
1033
Caldwell Trust
Florida
$535K -$38.6K -297 -7%
P
1034
Pitcairn
Pennsylvania
$535K
PFA
1035
Pure Financial Advisors
California
$533K -$18.7K -144 -4%
SW
1036
SkyOak Wealth
Michigan
$533K
WIA
1037
Westbourne Investment Advisors
Maryland
$533K +$11.6K +89 +2%
OC
1038
Opinicus Capital
Florida
$532K +$507K +3,900 New
BFW
1039
Brady Family Wealth
Missouri
$532K +$507K +3,899 New
AWA
1040
Amplius Wealth Advisors
Pennsylvania
$528K -$496K -3,812 -50%
LA
1041
Lynch & Associates
Indiana
$528K
PWMAG
1042
Pinnacle Wealth Management Advisory Group
New Jersey
$525K +$110K +848 +28%
CDH
1043
Charles D. Hyman
$523K
OBWG
1044
Onyx Bridge Wealth Group
New York
$522K -$32.3K -248 -6%
FCA
1045
FLC Capital Advisors
California
$518K
ERIM
1046
Eagle Ridge Investment Management
Connecticut
$516K -$8.98K -69 -2%
RFA
1047
Resurgent Financial Advisors
Georgia
$515K -$154K -1,183 -24%
CB
1048
Community Bank
New York
$514K +$40.5K +311 +9%
SAW
1049
Signal Advisors Wealth
Michigan
$511K +$487K +3,744 New
UFA
1050
US Financial Advisors
Massachusetts
$509K +$32.5K +250 +7%

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.