We are live on ! Find out more
XLV icon

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
OPCM
1326
Osborne Partners Capital Management
California
$242K
CFO
1327
Collective Family Office
Pennsylvania
$242K +$231K +1,775 New
FTDI
1328
First Trust Direct Indexing
Massachusetts
$240K +$229K +1,760 New
DTC
1329
Davidson Trust Company
Washington
$239K
CA
1330
Cornerstone Advisory
Maryland
$239K +$228K +1,756 New
G
1331
Gainplan
Michigan
$239K -$148K -1,134 -39%
RIM
1332
Rockbridge Investment Management
New York
$238K
OPPS
1333
Obsidian Personal Planning Solutions
Maryland
$237K
CG
1334
Clifford Group
Massachusetts
$237K -$803K -6,175 -78%
EWP
1335
Elevation Wealth Partners
California
$236K +$177K +1,360 +287%
AGP
1336
Autumn Glory Partners
Texas
$235K +$12.2K +94 +6%
ECM
1337
Evergreen Capital Management
Washington
$234K
SFG
1338
Sovereign Financial Group
Connecticut
$234K -$1.3K -10 -0.6%
CCFCSB
1339
Cape Cod Five Cents Savings Bank
Massachusetts
$234K +$223K +1,713 New
MA
1340
MCF Advisors
Kentucky
$234K +$130 +1 +0.1%
Luther King Capital Management (LKCM)
1341
Luther King Capital Management (LKCM)
Texas
$232K
OFA
1342
Oak Family Advisors
Illinois
$232K +$221K +1,700 New
FTC
1343
Farmers Trust Company
Ohio
$231K -$4.13M -31,763 -95%
FFO
1344
Fiduciary Family Office
Florida
$230K +$220K +1,688 New
FCAS
1345
First Command Advisory Services
Texas
$230K +$3.77K +29 +2%
AWG
1346
Altus Wealth Group
Colorado
$230K +$219K +1,685 New
SPFA
1347
Summit Place Financial Advisors
New Jersey
$230K -$78.8K -606 -26%
GIM
1348
Gold Investment Management
Alberta, Canada
$229K +$218K +1,677 New
SDWIA
1349
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$228K
WA
1350
Wealth Architects
California
$228K

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.