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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
EM
1276
ELCO Management
New York
$276K -$9.76K -75 -4%
CAM
1277
Carret Asset Management
New York
$276K +$17.6K +135 +7%
SCM
1278
Sebold Capital Management
Illinois
$274K -$11.6K -89 -4%
WAM
1279
WNY Asset Management
New York
$274K +$25.9K +199 +11%
GSEP
1280
Golden State Equity Partners
California
$273K -$13.1K -101 -5%
SAMT
1281
Select Asset Management & Trust
Pennsylvania
$273K
WPW
1282
Warther Private Wealth
Ohio
$273K -$650 -5 -0.2%
ISB
1283
Iowa State Bank
Iowa
$273K
AFO
1284
Allie Family Office
Florida
$272K
I
1285
INVST
Indiana
$272K +$246K +1,890 New
JWM
1286
JPL Wealth Management
Colorado
$271K +$259K +1,990 New
TCM
1287
Traynor Capital Management
Pennsylvania
$271K +$28.8K +221 +13%
PWM
1288
PBMares Wealth Management
Virginia
$269K -$17.7K -136 -6%
SP
1289
Successful Portfolios
Florida
$268K
AWA
1290
Acorn Wealth Advisors
Michigan
$268K -$34.7K -267 -12%
TCWM
1291
Total Clarity Wealth Management
Illinois
$267K -$139K -1,070 -35%
CB
1292
Cadence Bank
Mississippi
$267K +$17.7K +136 +7%
HWA
1293
HCR Wealth Advisors
California
$266K -$2.34K -18 -0.9%
ASBI
1294
American State Bank (Iowa)
Iowa
$266K
FGAM
1295
Financial Gravity Asset Management
Texas
$265K +$134K +1,031 +103%
BG
1296
Bollard Group
Massachusetts
$264K +$911 +7 +0.4%
TFF
1297
The Family Firm
Maryland
$264K +$911 +7 +0.4%
WCA
1298
Waratah Capital Advisors
Ontario, Canada
$263K +$251K +1,930 New
MAM
1299
Milestone Asset Management
Pennsylvania
$262K -$183K -1,407 -42%
AA
1300
Ancora Advisors
Ohio
$261K +$71.5K +550 +40%

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.