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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
GL
101
Graypoint LLC
New York
$28.9M -$239K -1,840 -0.9%
Mirae Asset Global Investments
102
Mirae Asset Global Investments
South Korea
$28.6M -$6.77M -52,037 -20%
PCIA
103
Prime Capital Investment Advisors
Kansas
$28.5M -$8.09M -62,213 -23%
GG
104
Greenwood Gearhart
Arkansas
$28.3M +$15M +115,270 +125%
EB
105
Eastern Bank
Massachusetts
$28.1M +$297K +2,283 +1%
AAS
106
Avantax Advisory Services
Texas
$28.1M +$12K +92 +0%
KWM
107
Kingsview Wealth Management
Oregon
$27.9M +$1.06M +8,161 +4%
CTB
108
Country Trust Bank
Illinois
$27.4M -$1.49M -11,488 -5%
PGFC
109
Peapack-Gladstone Financial Corp
New Jersey
$27M +$228K +1,750 +0.9%
MCM
110
MAI Capital Management
Ohio
$26.8M +$446K +3,429 +2%
FSC
111
Full Sail Capital
Oklahoma
$26.5M +$18.4M +141,745 +270%
CS
112
Credit Suisse
Switzerland
$25.9M +$5.82M +44,758 +31%
GLLW
113
Graves Light Lenhart Wealth
Virginia
$25.6M -$150K -1,153 -0.6%
CA
114
Cetera Advisors
Colorado
$24.7M +$1.93M +14,843 +9%
YLHM
115
Yelin Lapidot Holdings Management
Israel
$24.6M -$3.51K -27 -0%
DC
116
Davenport & Co
Virginia
$24.5M +$2.02M +15,507 +9%
SAM
117
SP Asset Management
California
$24.2M +$930K +7,147 +4%
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$24.1M +$3.49M +26,841 +18%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$22.7M +$668K +5,132 +3%
FIB
120
First Interstate Bank
Montana
$22.5M -$353K -2,713 -2%
BHB
121
Bank Hapoalim BM
Israel
$22.3M -$74.2K -570 -0.3%
BWM
122
Biltmore Wealth Management
Arizona
$22.2M +$638K +4,906 +3%
KAS
123
Kestra Advisory Services
Texas
$22.2M -$2.59M -19,872 -11%
IA
124
IMZ Advisory
Florida
$22.1M +$19.8M +151,917 New
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$21.8M -$109K -839 -0.5%

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.