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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
ACP
1251
Aviance Capital Partners
Florida
$291K -$4.68K -36 -2%
PWM
1252
Penobscot Wealth Management
Maine
$291K +$278K +2,135 New
SAM
1253
Seelaus Asset Management
New Jersey
$291K -$17.6K -135 -6%
HCP
1254
Hexagon Capital Partners
Arkansas
$291K -$32.1K -247 -10%
ACP
1255
Aveo Capital Partners
Colorado
$290K -$569K -4,376 -67%
MPWT
1256
MassMutual Private Wealth & Trust
Connecticut
$290K +$56.5K +434 +26%
PCMC
1257
Paragon Capital Management (Colorado)
Colorado
$290K
AWCI
1258
Alpine Woods Capital Investors
New York
$289K
LFG
1259
Larson Financial Group
Missouri
$288K +$73.4K +564 +36%
PIMG
1260
Patriot Investment Management Group
Tennessee
$287K +$60.5K +465 +28%
COCM
1261
Charter Oak Capital Management
New Hampshire
$287K -$146K -1,124 -35%
PMSA
1262
Patrick M. Sweeney & Associates
Illinois
$287K +$274K +2,105 New
DI
1263
DAGCO Inc
Ohio
$285K +$272K +2,093 New
DWS
1264
Dynamic Wealth Strategies
California
$285K +$272K +2,093 New
RBC
1265
Romano Brothers & Co
Illinois
$285K -$29.1K -224 -10%
PG
1266
Prostatis Group
Maryland
$285K -$150K -1,155 -35%
SCP
1267
Sandhill Capital Partners
New York
$284K -$1.3K -10 -0.5%
HH
1268
HWG Holdings
Texas
$282K
SFB
1269
STAR Financial Bank
Indiana
$281K
CRWM
1270
Castle Rock Wealth Management
California
$281K -$3.77K -29 -1%
FAT
1271
First American Trust
California
$279K -$26.4K -203 -9%
BFA
1272
Bragg Financial Advisors
North Carolina
$278K -$20.4K -157 -7%
CWA
1273
Choice Wealth Advisors
Maine
$278K
HA
1274
Heartland Advisors
Wisconsin
$277K +$264K +2,029 New
JWM
1275
Janiczek Wealth Management
Colorado
$276K +$5.98K +46 +2%

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.