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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
WA
1226
Wambolt & Associates
Colorado
$238K +$4.51K +34 +2%
AFP
1227
Alpha Financial Partners
Kentucky
$237K +$266 +2 +0.1%
PHS
1228
Pekin Hardy Strauss
Illinois
$236K -$109K -822 -31%
LBC
1229
Lowe Brockenbrough & Co
Virginia
$235K
CB
1230
Cadence Bank
Mississippi
$234K
LSA
1231
Lion Street Advisors
Texas
$234K -$299K -2,253 -55%
Optiver Holding
1232
Optiver Holding
Netherlands
$233K +$241K +1,812 New
WAM
1233
WNY Asset Management
New York
$233K +$240K +1,808 New
FHB
1234
First Hawaiian Bank
Hawaii
$233K -$4.78K -36 -2%
WA
1235
WealthTrust Axiom
Pennsylvania
$232K
HR
1236
Hardy Reed
Mississippi
$231K
WSCM
1237
Wellington Shields Capital Management
New York
$230K
WWM
1238
WT Wealth Management
Arizona
$230K -$133K -1,005 -36%
TWM
1239
TriaGen Wealth Management
California
$229K
PSIWM
1240
Paradigm Strategies in Wealth Management
Minnesota
$229K +$664 +5 +0.3%
OPCM
1241
Osborne Partners Capital Management
California
$229K
Luther King Capital Management (LKCM)
1242
Luther King Capital Management (LKCM)
Texas
$228K
SRSA
1243
S.R. Schill & Associates
Washington
$228K -$224K -1,687 -49%
TCM
1244
Traynor Capital Management
Pennsylvania
$228K +$7.43K +56 +3%
DTC
1245
Davidson Trust Company
Washington
$226K +$233K +1,756 New
RIM
1246
Rockbridge Investment Management
New York
$225K
WCM
1247
Whitener Capital Management
North Carolina
$224K +$17.5K +132 +8%
JCM
1248
Jag Capital Management
Missouri
$224K -$13.4K -101 -5%
GIA
1249
Guyasuta Investment Advisors
Pennsylvania
$224K
NP
1250
NorthRock Partners
Minnesota
$224K -$6.77K -51 -3%

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.