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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
AFG
1326
Albion Financial Group
Utah
$143K
IPW
1327
Impact Partnership Wealth
Georgia
$142K +$47.3K +356 +48%
ATC
1328
Adirondack Trust Company
New York
$138K +$134K +1,012 +1,632%
SAS
1329
Stelac Advisory Services
New York
$138K +$29.2K +220 +26%
QPBE
1330
Quintet Private Bank (Europe)
Luxembourg
$135K -$531 -4 -0.4%
PA
1331
PSI Advisors
Florida
$133K -$6.64K -50 -5%
SHIM
1332
Stone House Investment Management
Pennsylvania
$133K +$15.4K +116 +13%
MAWCM
1333
Mine & Arao Wealth Creation & Management
California
$129K
WFA
1334
WestHill Financial Advisors
California
$128K -$2.26K -17 -2%
UFF
1335
USA Financial Formulas
Michigan
$127K
AIM
1336
Acropolis Investment Management
Missouri
$126K -$39K -294 -23%
FMII
1337
Farmers & Merchants Investments Inc
Nebraska
$125K
FAM
1338
Flaharty Asset Management
Florida
$125K +$129K +969 New
FGAM
1339
Financial Gravity Asset Management
Texas
$124K +$115K +865 +650%
RW
1340
RVW Wealth
California
$124K +$128K +961 New
CWP
1341
Concord Wealth Partners
Virginia
$123K -$10.9K -82 -8%
ITIM
1342
Indiana Trust & Investment Management
Indiana
$122K +$126K +946 New
RWML
1343
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$121K +$125K +941 New
AWA
1344
Alaska Wealth Advisors
Alaska
$121K +$125K +940 New
APCM
1345
Alaska Permanent Capital Management
Alaska
$116K
TAM
1346
Tucker Asset Management
Colorado
$115K -$3.85K -29 -3%
GTAM
1347
Global Trust Asset Management
Florida
$115K +$13.3K +100 +13%
VAG
1348
VisionPoint Advisory Group
Texas
$113K +$111K +836 +2,200%
PWMG
1349
Provence Wealth Management Group
California
$112K +$116K +870 New
CTWM
1350
Cherry Tree Wealth Management
Minnesota
$110K

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.