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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
JC
1126
JB Capital
Connecticut
$414K +$395K +3,039 New
FM
1127
Family Management
New York
$414K
IW
1128
Imprint Wealth
South Carolina
$412K +$31.7K +244 +9%
CCM
1129
Coldstream Capital Management
Washington
$410K +$118K +907 +43%
BFPW
1130
BOK Financial Private Wealth
Colorado
$407K
WA
1131
Waverly Advisors
Alabama
$407K -$25.9K -199 -6%
GHAM
1132
Gilman Hill Asset Management
Connecticut
$407K +$57.9K +445 +18%
CS
1133
Cannell & Spears
New York
$407K
SSWM
1134
Sheets Smith Wealth Management
North Carolina
$406K -$72.1K -554 -16%
CL
1135
Choreo LLC
Illinois
$406K +$29K +223 +8%
BHA
1136
Beech Hill Advisors
New York
$405K +$386K +2,966 New
EPM
1137
Elm Partners Management
Pennsylvania
$404K +$22.9K +176 +6%
FAB
1138
First American Bank
Illinois
$399K +$381K +2,928 New
AFAS
1139
Acorn Financial Advisory Services
Virginia
$398K +$1.04K +8 +0.3%
CFD
1140
Creative Financial Designs
Indiana
$396K -$56.8K -437 -13%
CWA
1141
Continuum Wealth Advisors
New York
$395K -$48.8K -375 -11%
RFN
1142
RDA Financial Network
Iowa
$395K +$7.16K +55 +2%
VFA
1143
Valeo Financial Advisors
Indiana
$394K +$155K +1,188 +70%
SIC
1144
Sigma Investment Counselors
Michigan
$393K -$72.6K -558 -16%
RZH
1145
Relyea Zuckerberg Hanson
Connecticut
$392K
TCPG
1146
Trivant Custom Portfolio Group
California
$392K +$335K +2,575 +858%
CTA
1147
Colonial Trust Advisors
South Carolina
$392K +$26.8K +206 +8%
CFCI
1148
Comprehensive Financial Consultants Institutional
Indiana
$392K +$18.9K +145 +5%
CLOS
1149
Compagnie Lombard Odier SCmA
Switzerland
$391K +$208K +1,600 +126%
3F
1150
360 Financial
Minnesota
$390K +$372K +2,859 New

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.