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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
AWM
1226
Arista Wealth Management
Nevada
$314K
SWA
1227
Strategies Wealth Advisors
Michigan
$313K +$9.76K +75 +3%
WAM
1228
WealthTrust Asset Management
Florida
$311K -$27.3K -210 -8%
PWP
1229
Precedent Wealth Partners
Texas
$311K +$296K +2,277 New
FA
1230
Fountainhead AM
New Jersey
$310K +$18.5K +142 +7%
DWP
1231
Destiny Wealth Partners
Florida
$310K
FTWA
1232
Fifth Third Wealth Advisors
Ohio
$309K
SEP
1233
Southland Equity Partners
Missouri
$309K +$911 +7 +0.3%
VWM
1234
Vigilare Wealth Management
Arizona
$308K -$290K -2,232 -50%
DA
1235
Doliver Advisors
Texas
$306K +$292K +2,245 New
CRC
1236
Curi RMB Capital
Illinois
$306K +$7.16K +55 +3%
FCA
1237
Fortis Capital Advisors
Kansas
$305K +$291K +2,238 New
AIM
1238
Aspen Investment Management
Michigan
$305K -$494K -3,797 -63%
R
1239
Rebalance
California
$303K +$289K +2,222 New
MCA
1240
Millennium Capital Advisors
Arkansas
$302K
KFI
1241
Key Financial Inc
Pennsylvania
$302K +$39.9K +307 +16%
CWG
1242
Crown Wealth Group
North Carolina
$300K -$128K -986 -31%
RIA
1243
Richwood Investment Advisors
Ohio
$299K
SPWG
1244
Sage Private Wealth Group
Illinois
$299K -$124K -955 -30%
CKAIS
1245
Christensen King & Associates Investment Services
Washington
$298K +$285K +2,187 New
SFG
1246
SNS Financial Group
Minnesota
$297K -$18.9K -145 -6%
SAM
1247
Secure Asset Management
Michigan
$293K -$26.8K -206 -9%
HR
1248
Howe & Rusling
New York
$292K +$91.1K +700 +49%
WCM
1249
Whitener Capital Management
North Carolina
$291K +$51.1K +393 +23%
FA
1250
Flagstar Advisors
New York
$291K -$96.9K -745 -26%

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.