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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
RWA
1126
Ropes Wealth Advisors
Massachusetts
$320K -$797 -6 -0.2%
SXL
1127
Summit X LLC
Missouri
$320K -$51.4K -387 -14%
BBPWM
1128
Blue Bell Private Wealth Management
Pennsylvania
$318K -$13.3K -100 -4%
SWM
1129
Silverlake Wealth Management
Vermont
$318K +$87.2K +657 +36%
PWG
1130
Private Wealth Group
Florida
$316K -$91.7K -691 -22%
FP
1131
Fiduciary Planning
Florida
$315K +$325K +2,447 New
WAM
1132
Wallington Asset Management
Indiana
$314K
MAWA
1133
Moss Adams Wealth Advisors
Washington
$312K
ICM
1134
Intrepid Capital Management
Florida
$312K
KBFS
1135
Kohmann Bosshard Financial Services
Ohio
$309K
BWA
1136
BlueSky Wealth Advisors
North Carolina
$308K
HCP
1137
Hexagon Capital Partners
Arkansas
$306K -$398 -3 -0.1%
KIG
1138
Kessler Investment Group
Indiana
$304K +$130K +976 +71%
EFG
1139
Ethos Financial Group
Pennsylvania
$303K -$37.3K -281 -11%
SAM
1140
Secure Asset Management
Michigan
$303K -$224K -1,689 -42%
BWM
1141
BCGM Wealth Management
Indiana
$303K +$94.3K +710 +43%
DBRC
1142
D.B. Root & Company
Pennsylvania
$303K -$31.7K -239 -9%
BP
1143
Ballentine Partners
Massachusetts
$302K -$487K -3,670 -61%
TAM
1144
Titleist Asset Management
Texas
$301K -$12.7K -96 -4%
SFG
1145
SNS Financial Group
Minnesota
$299K
RBC
1146
Romano Brothers & Co
Illinois
$298K -$3.98K -30 -1%
FB
1147
Fulton Bank
Pennsylvania
$298K +$307K +2,314 New
AWM
1148
Arista Wealth Management
Nevada
$296K
CPC
1149
Consolidated Planning Corp
Georgia
$295K -$1.27M -9,583 -81%
SPFA
1150
Summit Place Financial Advisors
New Jersey
$295K +$3.32K +25 +1%

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.