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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
NSIM
1301
North Star Investment Management
Illinois
$260K -$25.6K -197 -9%
ATFA
1302
All Terrain Financial Advisors
Minnesota
$259K
CCG
1303
Coastwise Capital Group
California
$257K -$6.63K -51 -3%
FLII
1304
First Long Island Investors
New York
$256K
SW
1305
StrongBox Wealth
Missouri
$256K +$27.1K +208 +12%
GSIAS
1306
Garden State Investment Advisory Services
New Jersey
$256K -$15.7K -121 -6%
WA
1307
WealthTrust Axiom
Pennsylvania
$255K +$8.98K +69 +4%
FCFC
1308
First Commonwealth Financial Corp
Pennsylvania
$255K -$48.8K -375 -17%
GC
1309
Garde Capital
Washington
$255K +$243K +1,870 New
MWM
1310
Maltin Wealth Management
New Jersey
$255K -$31.9K -245 -12%
CWM
1311
Cahaba Wealth Management
Georgia
$254K
CAMG
1312
CWA Asset Management Group
Florida
$254K -$28.2K -217 -10%
JFA
1313
JNBA Financial Advisors
Minnesota
$253K -$2.99K -23 -1%
RWS
1314
Resolute Wealth Strategies
Mississippi
$253K +$241K +1,853 New
RPGK
1315
Retirement Planning Group (Kansas)
Kansas
$252K +$241K +1,850 New
WLIM
1316
White Lighthouse Investment Management
Massachusetts
$252K +$241K +1,850 New
GAG
1317
GM Advisory Group
New York
$249K -$10.8K -83 -4%
LBC
1318
Lowe Brockenbrough & Co
Virginia
$249K
TWP
1319
Tyche Wealth Partners
Texas
$247K +$236K +1,814 New
MTWM
1320
Masso Torrence Wealth Management
New Jersey
$245K +$234K +1,795 New
IIA
1321
IPG Investment Advisors
California
$244K -$297K -2,280 -56%
WSCM
1322
Wellington Shields Capital Management
New York
$244K
WA
1323
Wambolt & Associates
Colorado
$244K -$8.06K -62 -3%
GIA
1324
Guyasuta Investment Advisors
Pennsylvania
$243K +$5.46K +42 +2%
TPCW
1325
TD Private Client Wealth
New York
$242K +$12.5K +96 +6%

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.