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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
WIA
1051
Wetzel Investment Advisors
Indiana
$507K +$483K +3,715 New
FFA
1052
Farther Finance Advisors
California
$507K +$189K +1,454 +64%
EWM
1053
Executive Wealth Management
Michigan
$506K -$175K -1,344 -27%
UOTTAIMCU
1054
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$504K +$24.7K +190 +5%
GIM
1055
Goelzer Investment Management
Indiana
$504K -$1.3K -10 -0.3%
ACA
1056
Affinity Capital Advisors
California
$498K -$2.91M -22,364 -86%
SC
1057
Savant Capital
Illinois
$497K +$181K +1,394 +62%
VPP
1058
Vertex Planning Partners
Illinois
$497K +$51.1K +393 +12%
FHC
1059
First Heartland Consultants
Missouri
$495K +$17.8K +137 +4%
Jane Street
1060
Jane Street
New York
$495K -$59.6M -458,423 -99%
SS
1061
Sunbelt Securities
Texas
$494K +$911 +7 +0.2%
TPI
1062
Trust Point Inc
Wisconsin
$494K +$471K +3,620 New
PFA
1063
Pinnacle Family Advisors
Missouri
$492K -$256K -1,965 -35%
KFS
1064
Kaizen Financial Strategies
California
$491K -$32.5K -250 -6%
CWM
1065
Centric Wealth Management
Illinois
$490K +$448K +3,442 New
DFG
1066
Delta Financial Group
New Jersey
$490K +$18.7K +144 +4%
PCM
1067
Parsons Capital Management
Rhode Island
$487K -$3.51K -27 -0.8%
GWS
1068
Glassman Wealth Services
Virginia
$485K
S
1069
SignatureFD
Georgia
$485K -$159K -1,220 -26%
WEG
1070
World Equity Group
Illinois
$484K
CNC
1071
Citizens & Northern Corp
Pennsylvania
$484K +$462K +3,550 New
PVH
1072
Psagot Value Holdings
Israel
$484K -$105K -809 -19%
BLC
1073
Brown, Lisle/Cummings
Rhode Island
$481K
WPC
1074
Wedmont Private Capital
Pennsylvania
$481K +$81.3K +625 +22%
MCP
1075
Mirador Capital Partners
California
$481K -$128K -984 -22%

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.