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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
AAMA
1101
Advanced Asset Management Advisors
Ohio
$449K +$5.59K +43 +1%
TFS
1102
Thoroughbred Financial Services
Tennessee
$448K -$10.8K -83 -2%
VC
1103
Vicus Capital
Pennsylvania
$446K -$216K -1,658 -34%
BWM
1104
BCS Wealth Management
Tennessee
$445K +$141K +1,087 +50%
ACM
1105
Advisors Capital Management
New Jersey
$444K
SIM
1106
Sterling Investment Management
Arizona
$443K -$129K -990 -23%
HCM
1107
Highview Capital Management
Illinois
$440K -$36.8K -283 -8%
JSC
1108
Jackson Square Capital
California
$440K -$4.42K -34 -1%
AGA
1109
Arkos Global Advisors
Texas
$438K -$3.12K -24 -0.7%
CM
1110
Columbus Macro
Pennsylvania
$436K -$18.6K -143 -4%
NCM
1111
Novare Capital Management
North Carolina
$434K +$50.1K +385 +14%
GC
1112
Gratus Capital
Georgia
$433K -$75.3K -579 -15%
BOH
1113
Bank of Hawaii
Hawaii
$433K
WA
1114
Wealth Alliance
New York
$430K +$411K +3,156 New
BBPWM
1115
Blue Bell Private Wealth Management
Pennsylvania
$429K +$88.3K +679 +27%
FT
1116
Fiduciary Trust
Massachusetts
$428K +$3.64K +28 +0.9%
RSA
1117
River Street Advisors
Illinois
$427K
ECM
1118
Exchange Capital Management
Michigan
$426K -$24.3K -187 -6%
E
1119
ETFidea
New York
$425K +$405K +3,117 New
DP
1120
DDD Partners
Washington
$425K -$35.6K -274 -8%
CAL
1121
Capital Analysts LLC
Pennsylvania
$421K +$191K +1,470 +91%
SSWG
1122
Seven Springs Wealth Group
Tennessee
$417K -$6.89K -53 -2%
KWM
1123
Kaydan Wealth Management
Michigan
$417K -$81.6K -627 -17%
PA
1124
Parkside Advisors
California
$417K
CA
1125
Carson Advisory
Georgia
$417K +$520 +4 +0.1%

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.