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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
NAS
1076
NWF Advisory Services
California
$371K +$17.3K +130 +5%
QCM
1077
QRG Capital Management
Illinois
$371K +$382K +2,878 New
RZH
1078
Relyea Zuckerberg Hanson
Connecticut
$370K -$416K -3,137 -52%
WJWM
1079
Williams Jones Wealth Management
New York
$368K +$13.3K +100 +4%
JF
1080
Jump Financial
Illinois
$367K -$6.67M -50,223 -95%
CAM
1081
Cozad Asset Management
Illinois
$366K +$531 +4 +0.1%
RFN
1082
RDA Financial Network
Iowa
$365K +$40.4K +304 +12%
WPC
1083
Wedmont Private Capital
Pennsylvania
$365K -$152K -1,143 -29%
DCM
1084
Donaldson Capital Management
Indiana
$361K -$39.2K -295 -10%
KIA
1085
Kraematon Investment Advisors
Massachusetts
$360K -$12.5K -94 -3%
NCM
1086
Novare Capital Management
North Carolina
$360K -$189K -1,425 -34%
EPM
1087
Elm Partners Management
Pennsylvania
$359K +$370K +2,785 New
CWM
1088
Calamos Wealth Management
Illinois
$358K
KIG
1089
Kowal Investment Group
Wisconsin
$358K -$34.9K -263 -9%
CAL
1090
Capital Advisors Ltd
Ohio
$358K -$6.77K -51 -2%
GCP
1091
GSA Capital Partners
United Kingdom
$356K -$940K -7,077 -72%
FPB
1092
First PREMIER Bank
South Dakota
$356K -$133 -1 -0%
CFO
1093
CVA Family Office
Colorado
$355K
CL
1094
Choreo LLC
Illinois
$355K -$16.6K -125 -4%
IW
1095
Imprint Wealth
South Carolina
$353K -$59.6K -449 -14%
TPSF
1096
Texas Permanent School Fund
Texas
$352K
PWM
1097
PRW Wealth Management
Massachusetts
$352K +$377K +2,841 New
CFCI
1098
Comprehensive Financial Consultants Institutional
Indiana
$351K -$22.7K -171 -6%
PFP
1099
Paragon Financial Partners
California
$350K +$266 +2 +0.1%
CA
1100
CGN Advisors
Kansas
$348K +$116K +870 +48%

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.