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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
GBT
1351
Grove Bank & Trust
Florida
$110K +$21.9K +165 +24%
VCM
1352
Versant Capital Management
Arizona
$108K
IRC
1353
Investors Research Corp
Georgia
$107K
LWCFA
1354
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$105K +$110K +825 New
BCM
1355
BluePath Capital Management
Georgia
$101K +$104K +787 New
CAM
1356
Costello Asset Management
Pennsylvania
$98.9K
MPCG
1357
Matrix Private Capital Group
New York
$96.7K -$57.2K -431 -36%
BCMLT
1358
Beacon Capital Management LLC (Tennessee)
Tennessee
$95.7K
AW
1359
Avion Wealth
Texas
$95K
EW
1360
Element Wealth
Mississippi
$93.3K +$92.5K +697 +2,489%
WAM
1361
WFA Asset Management
Wisconsin
$92.1K +$7.3K +55 +8%
CQS
1362
Credential Qtrade Securities
$88.7K
WP
1363
WealthShield Partners
North Carolina
$88.7K +$25.5K +192 +39%
TLA
1364
Tanglewood Legacy Advisors
Texas
$87.2K
RMC
1365
Resources Management Corp
Connecticut
$87K +$18.1K +136 +25%
CB
1366
Centennial Bank
Arkansas
$85.5K -$17.9K -135 -17%
AIP
1367
Ameritas Investment Partners
Nebraska
$84.8K -$18.3K -138 -17%
NRC
1368
New Republic Capital
North Carolina
$82K -$60.7K -457 -42%
SA
1369
SRH Advisors
Kansas
$81.6K
AIC
1370
Archer Investment Corporation
Indiana
$81.3K +$27.3K +206 +48%
PCTC
1371
Perkins Coie Trust Company
Washington
$80.7K
LFA
1372
LGT Financial Advisors
Texas
$79.9K -$1.2K -9 -1%
JFGIW
1373
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$79K -$664 -5 -0.8%
USB
1374
Union Savings Bank
Connecticut
$77.2K
NCM
1375
Northwest Capital Management
Oregon
$76K

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.