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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
CAG
1176
Curtis Advisory Group
California
$367K +$57.5K +442 +20%
BBWP
1177
Beacon Bridge Wealth Partners
Pennsylvania
$366K +$350K +2,687 New
SWM
1178
SeaCrest Wealth Management
New York
$366K -$1.69K -13 -0.5%
NCM
1179
NCM Capital Management
New Jersey
$366K +$22.6K +174 +7%
PFSC
1180
Peoples Financial Services Corp
Pennsylvania
$365K -$48.9K -376 -12%
KIG
1181
Kowal Investment Group
Wisconsin
$363K -$15.9K -122 -4%
WJWM
1182
Williams Jones Wealth Management
New York
$362K -$26K -200 -7%
LWA
1183
Lowe Wealth Advisors
Maryland
$362K -$55.3K -425 -14%
FBB
1184
Fulton Breakefield Broenniman
Maryland
$362K -$4.16K -32 -1%
CHC
1185
City Holding Co
West Virginia
$361K +$5.85K +45 +2%
KW
1186
KWB Wealth
California
$358K +$342K +2,626 New
1WM
1187
1900 Wealth Management
Texas
$355K +$650 +5 +0.2%
CWP
1188
Core Wealth Partners
California
$355K +$1.04K +8 +0.3%
MWA
1189
Midland Wealth Advisors
Illinois
$353K +$336K +2,585 New
SXL
1190
Summit X LLC
Missouri
$352K +$13.5K +104 +4%
SL
1191
SWMG LLC
Texas
$352K -$678K -5,208 -67%
NC
1192
NovaPoint Capital
Georgia
$351K -$434K -3,336 -56%
AWM
1193
Aprio Wealth Management
Georgia
$349K +$333K +2,556 New
CFG
1194
Carr Financial Group
Massachusetts
$347K
WE
1195
Wealth Effects
Massachusetts
$347K +$331K +2,542 New
EAM
1196
Empirical Asset Management
Massachusetts
$346K +$330K +2,534 New
CC
1197
Chicago Capital
Illinois
$344K +$328K +2,525 New
CAM
1198
CenterStar Asset Management
Illinois
$343K +$327K +2,512 New
BFG
1199
Berger Financial Group
Minnesota
$341K +$326K +2,504 New
PBK
1200
Peoples Bank (Kansas)
Kansas
$339K +$65.7K +505 +25%

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.