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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
RWM
1076
Ritholtz Wealth Management
New York
$480K -$30.4K -234 -6%
AFP
1077
Ausdal Financial Partners
Iowa
$478K -$155K -1,191 -25%
PWP
1078
Pursue Wealth Partners
California
$477K
FCG
1079
Fielder Capital Group
Tennessee
$476K +$454K +3,493 New
HR
1080
Hardy Reed
Mississippi
$475K +$221K +1,695 +95%
EFM
1081
Eley Financial Management
Vermont
$474K
SSW
1082
Stone Summit Wealth
Florida
$474K +$187K +1,440 +71%
SWA
1083
SOA Wealth Advisors
New York
$473K +$29.8K +229 +7%
BW
1084
Bison Wealth
Georgia
$473K -$30.6K -235 -6%
EWM
1085
Elevatus Welath Management
New York
$473K -$29.3K -225 -6%
MG
1086
Mather Group
Illinois
$471K +$8.06K +62 +2%
CA
1087
Crewe Advisors
Utah
$471K +$1.82K +14 +0.4%
ATC
1088
Adirondack Trust Company
New York
$466K +$279K +2,144 +200%
WC
1089
Whitney & Co
New York
$465K +$24.7K +190 +6%
WP
1090
WealthSource Partners
California
$462K -$181K -1,395 -29%
MPCL
1091
My Personal CFO LLC
Washington
$462K +$911 +7 +0.2%
KWS
1092
Keystone Wealth Services
California
$460K -$43.2K -332 -9%
BONH
1093
Bank of New Hampshire
New Hampshire
$459K -$212K -1,632 -33%
AC
1094
AlphaCore Capital
California
$458K +$265K +2,038 +155%
NAS
1095
NWF Advisory Services
California
$457K +$61.3K +471 +16%
HBW
1096
Hazlett, Burt & Watson
West Virginia
$456K -$33.6K -258 -7%
PCG
1097
Prosperity Consulting Group
Maryland
$456K -$18.9K -145 -4%
OWM
1098
OneAscent Wealth Management
Alabama
$455K +$434K +3,333 New
CFS
1099
CRA Financial Services
New Jersey
$454K -$19.1K -147 -4%
MA
1100
Montag & Associates
Georgia
$450K -$31.9K -245 -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.