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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
WMS
1101
Wealth Management Solutions
Pennsylvania
$348K +$531 +4 +0.1%
FA
1102
Fortis Advisors
Pennsylvania
$346K +$31.6K +238 +10%
FBB
1103
Fulton Breakefield Broenniman
Maryland
$345K +$120K +903 +51%
CTA
1104
Colonial Trust Advisors
South Carolina
$343K -$16.1K -121 -4%
SWM
1105
SeaCrest Wealth Management
New York
$341K -$17.1K -129 -5%
JSL
1106
JT Stratford LLC
Georgia
$340K +$132K +995 +60%
TLFA
1107
True Link Financial Advisors
California
$339K +$17.3K +130 +5%
TCOO
1108
Trust Company of Oklahoma
Oklahoma
$339K +$131K +985 +60%
WTC
1109
WhitTier Trust Company
Nevada
$338K
EFMC
1110
Empire Financial Management Company
New York
$337K -$47.5K -358 -12%
CHC
1111
City Holding Co
West Virginia
$335K
1WM
1112
1900 Wealth Management
Texas
$335K
CWP
1113
Core Wealth Partners
California
$334K +$929 +7 +0.3%
Betterment LLC
1114
Betterment LLC
New York
$332K +$342K +2,576 New
FFG
1115
Fortem Financial Group
California
$331K -$166K -1,248 -33%
GHAM
1116
Gilman Hill Asset Management
Connecticut
$327K
AA
1117
Addison Advisors
Vermont
$327K
JWBC
1118
J.W. Burns & Co
New York
$326K +$664 +5 +0.2%
CFG
1119
Carr Financial Group
Massachusetts
$325K -$34.8K -262 -9%
TP
1120
Tranquility Partners
Tennessee
$325K +$111K +834 +49%
CGA
1121
Crescent Grove Advisors
Illinois
$324K +$334K +2,518 New
IWP
1122
Icon Wealth Partners
Texas
$324K -$17.9K -135 -5%
NCM
1123
NCM Capital Management
New Jersey
$323K -$24.8K -187 -7%
EP
1124
Eudaimonia Partners
Tennessee
$323K -$42.8K -322 -11%
WAM
1125
WealthTrust Asset Management
Florida
$320K +$133 +1 +0%

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.