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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
RSA
1051
River Street Advisors
Illinois
$403K -$41.8K -315 -9%
BTWM
1052
Baker Tilly Wealth Management
Wisconsin
$401K -$14.3K -108 -3%
FT
1053
Fiduciary Trust
Massachusetts
$401K
SSWG
1054
Seven Springs Wealth Group
Tennessee
$400K
LWA
1055
Lowe Wealth Advisors
Maryland
$397K -$49.1K -370 -11%
LTL
1056
Lowery Thomas LLC
California
$395K -$258K -1,940 -39%
PA
1057
Parkside Advisors
California
$393K
PFSC
1058
Peoples Financial Services Corp
Pennsylvania
$393K -$13.3K -100 -3%
PCM
1059
Penserra Capital Management
California
$393K +$406K +3,056 New
CA
1060
Carson Advisory
Georgia
$393K +$1.2K +9 +0.3%
FM
1061
Family Management
New York
$391K
LCWP
1062
Legacy Capital Wealth Partners
Arkansas
$390K -$1.15M -8,680 -74%
TCWM
1063
Total Clarity Wealth Management
Illinois
$390K -$93.2K -702 -19%
CG
1064
Cutler Group
California
$388K +$400K +3,014 New
PWMAG
1065
Pinnacle Wealth Management Advisory Group
New Jersey
$386K -$3.32K -25 -0.8%
BFPW
1066
BOK Financial Private Wealth
Colorado
$385K
CIA
1067
Cladis Investment Advisory
Montana
$384K +$55.1K +415 +16%
CS
1068
Cannell & Spears
New York
$384K
FFM
1069
Forum Financial Management
Illinois
$382K -$26.8K -202 -6%
CWM
1070
C2C Wealth Management
Arizona
$376K
T
1071
TNF
Montana
$374K -$74.6K -562 -16%
AFAS
1072
Acorn Financial Advisory Services
Virginia
$372K -$23.5K -177 -6%
LA
1073
LexAurum Advisors
Kansas
$371K -$6.64K -50 -2%
G
1074
Gainplan
Michigan
$371K +$21.8K +164 +6%
FA
1075
Flagstar Advisors
New York
$371K -$149K -1,120 -28%

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.