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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
RMAM
1201
Raab & Moskowitz Asset Management
New Jersey
$339K +$54.4K +418 +20%
EFMC
1202
Empire Financial Management Company
New York
$339K -$16.9K -130 -5%
FFG
1203
Fortem Financial Group
California
$335K -$14.3K -110 -4%
PWG
1204
Private Wealth Group
Florida
$335K
AA
1205
Addison Advisors
Vermont
$334K -$12K -92 -4%
CWM
1206
C2C Wealth Management
Arizona
$332K -$65.2K -501 -17%
ICM
1207
Intrepid Capital Management
Florida
$331K
SWM
1208
Silverlake Wealth Management
Vermont
$330K -$5.72K -44 -2%
NRG
1209
Nemes Rush Group
Michigan
$330K +$95.1K +731 +43%
Simplex Trading
1210
Simplex Trading
Illinois
$329K +$314K +2,415 New
RW
1211
REDW Wealth
New Mexico
$329K +$54.2K +417 +21%
KBFS
1212
Kohmann Bosshard Financial Services
Ohio
$327K
PP
1213
Prudential plc
United Kingdom
$327K -$257K -1,976 -45%
BWA
1214
BlueSky Wealth Advisors
North Carolina
$326K
WAM
1215
Wallington Asset Management
Indiana
$326K -$6.5K -50 -2%
CAM
1216
Cozad Asset Management
Illinois
$326K -$58.8K -452 -16%
EFG
1217
Ethos Financial Group
Pennsylvania
$321K
CCM
1218
Carlson Capital Management
Minnesota
$319K +$305K +2,342 New
TAM
1219
Titleist Asset Management
Texas
$319K +$260 +2 +0.1%
KIA
1220
Kraematon Investment Advisors
Massachusetts
$319K -$60K -461 -16%
BWM
1221
BKM Wealth Management
Wisconsin
$318K +$303K +2,333 New
IWA
1222
Icon Wealth Advisors
Texas
$318K +$303K +2,333 New
Betterment LLC
1223
Betterment LLC
New York
$317K -$33.2K -255 -10%
FB
1224
Fulton Bank
Pennsylvania
$316K
SDAM
1225
Shulman DeMeo Asset Management
New York
$314K +$74.5K +573 +33%

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.