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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
BTWM
1151
Baker Tilly Wealth Management
Wisconsin
$389K -$34.5K -265 -9%
T
1152
TNF
Montana
$388K -$18.3K -141 -5%
FLPIM
1153
F.L. Putnam Investment Management
Massachusetts
$386K -$434K -3,339 -54%
PWP
1154
Private Wealth Partners
California
$385K +$105K +805 +40%
MWM
1155
Modera Wealth Management
New Jersey
$385K -$110K -847 -23%
FA
1156
Fortis Advisors
Pennsylvania
$382K +$15K +115 +4%
FFM
1157
Forum Financial Management
Illinois
$382K -$21.3K -164 -6%
ACM
1158
Avalon Capital Management
California
$382K -$55.2K -424 -13%
SWM
1159
Scissortail Wealth Management
Oklahoma
$382K +$354K +2,721 New
BC
1160
Belmont Capital
California
$381K +$351K +2,700 +2,784%
LA
1161
LexAurum Advisors
Kansas
$381K -$11.6K -89 -3%
CAL
1162
Capital Advisors Ltd
Ohio
$380K
KTM
1163
Keeler Thomas Management
Utah
$380K -$181K -1,389 -33%
CWM
1164
Calamos Wealth Management
Illinois
$379K
FPB
1165
First PREMIER Bank
South Dakota
$377K
JWBC
1166
J.W. Burns & Co
New York
$377K +$29.9K +230 +9%
CFO
1167
CVA Family Office
Colorado
$376K
MCA
1168
MSH Capital Advisors
Arizona
$376K -$276K -2,125 -44%
AWA
1169
Alta Wealth Advisors
Massachusetts
$375K -$246K -1,889 -41%
TPSF
1170
Texas Permanent School Fund
Texas
$373K
PTP
1171
Platform Technology Partners
New York
$373K +$77.7K +597 +30%
TCOO
1172
Trust Company of Oklahoma
Oklahoma
$372K +$13K +100 +4%
PFP
1173
Paragon Financial Partners
California
$371K +$390 +3 +0.1%
JSL
1174
JT Stratford LLC
Georgia
$371K +$9.76K +75 +3%
VCM
1175
Vivaldi Capital Management
Illinois
$369K +$47.7K +367 +17%

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.