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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
SOS
1151
Silver Oak Securities
Tennessee
$293K -$116K -871 -28%
SAM
1152
Seelaus Asset Management
New Jersey
$292K +$45.1K +340 +18%
FTWA
1153
Fifth Third Wealth Advisors
Ohio
$292K +$6.64K +50 +2%
FFA
1154
Farther Finance Advisors
California
$291K +$184K +1,387 +159%
SEP
1155
Southland Equity Partners
Missouri
$291K +$133 +1 +0%
CWM
1156
Castle Wealth Management
Florida
$290K -$664 -5 -0.2%
FAT
1157
First American Trust
California
$290K -$41.6K -313 -12%
CAG
1158
Curtis Advisory Group
California
$290K
SC
1159
Savant Capital
Illinois
$290K -$58.4K -440 -16%
FCFC
1160
First Commonwealth Financial Corp
Pennsylvania
$289K +$3.19K +24 +1%
AWA
1161
Acorn Wealth Advisors
Michigan
$287K +$2.92K +22 +1%
DWP
1162
Destiny Wealth Partners
Florida
$286K
SWA
1163
Strategies Wealth Advisors
Michigan
$285K +$398 +3 +0.1%
MCA
1164
Millennium Capital Advisors
Arkansas
$285K
VCM
1165
Vivaldi Capital Management
Illinois
$285K +$19.6K +148 +7%
BFA
1166
Bragg Financial Advisors
North Carolina
$283K +$11.2K +84 +4%
RIA
1167
Richwood Investment Advisors
Ohio
$283K -$3.05K -23 -1%
CWP
1168
Cyndeo Wealth Partners
Florida
$282K +$19.8K +149 +7%
CRC
1169
Curi RMB Capital
Illinois
$282K
AWM
1170
Avaii Wealth Management
Wisconsin
$281K +$398 +3 +0.1%
BWM
1171
BCS Wealth Management
Tennessee
$281K +$7.97K +60 +3%
ACP
1172
Aviance Capital Partners
Florida
$279K +$11.6K +87 +4%
FA
1173
Fountainhead AM
New Jersey
$274K +$15K +113 +6%
PCMC
1174
Paragon Capital Management (Colorado)
Colorado
$273K
AWCI
1175
Alpine Woods Capital Investors
New York
$273K +$15.9K +120 +6%

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.