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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 109 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

4% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 114

1% less funds holding

Funds holding: 1,5421,521 (-21)

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
-21
Holders Change %
-1.36%
% 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
109
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
OPPS
1251
Obsidian Personal Planning Solutions
Maryland
$224K -$83K -625 -26%
SW
1252
Simplicity Wealth
New Jersey
$223K +$230K +1,733 New
SDAM
1253
Shulman DeMeo Asset Management
New York
$223K +$531 +4 +0.2%
CT
1254
Colonial Trust
South Carolina
$223K
SFG
1255
Sovereign Financial Group
Connecticut
$222K +$229K +1,726 New
PP
1256
Pacifica Partners
Canada
$222K
ECM
1257
Evergreen Capital Management
Washington
$221K
MA
1258
MCF Advisors
Kentucky
$220K -$1.06K -8 -0.5%
OL
1259
Owen LaRue
Kentucky
$219K +$226K +1,701 New
VFA
1260
Valeo Financial Advisors
Indiana
$219K +$8.23K +62 +4%
SFC
1261
SYM Financial Corp
Indiana
$219K
MPWT
1262
MassMutual Private Wealth & Trust
Connecticut
$218K -$100K -754 -31%
NRG
1263
Nemes Rush Group
Michigan
$217K -$178K -1,342 -44%
TPCW
1264
TD Private Client Wealth
New York
$216K +$83.2K +627 +59%
SW
1265
StrongBox Wealth
Missouri
$215K +$398 +3 +0.2%
SDWIA
1266
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$215K
WA
1267
Wealth Architects
California
$215K
FNBTCON
1268
First National Bank & Trust Co of Newtown
Pennsylvania
$213K
FCAS
1269
First Command Advisory Services
Texas
$213K +$220K +1,657 New
RMDI
1270
R.M. Davis Inc
Maine
$213K +$13.5K +102 +7%
BDF
1271
Black Diamond Financial
Maryland
$213K +$398 +3 +0.2%
SPWG
1272
Syntegra Private Wealth Group
Missouri
$213K -$797 -6 -0.4%
FFA
1273
Fragasso Financial Advisors
Pennsylvania
$213K +$398 +3 +0.2%
PAA
1274
Peregrine Asset Advisers
Oregon
$212K +$9.56K +72 +5%
PIMG
1275
Patriot Investment Management Group
Tennessee
$211K -$9.29K -70 -4%

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 109 opened new positions — a net loss of 5 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 1,542 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.
  • 109 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2023 and 114 closed out, a net change of -5 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.