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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
CFG
1351
Citizens Financial Group
Rhode Island
$227K +$217K +1,665 New
PWCM
1352
Processus Wealth & Capital Management
Tennessee
$227K +$216K +1,661 New
GCM
1353
Gallacher Capital Management
Colorado
$227K +$216K +1,661 New
FNBTCON
1354
First National Bank & Trust Co of Newtown
Pennsylvania
$226K
BDF
1355
Black Diamond Financial
Maryland
$226K +$520 +4 +0.2%
TPW
1356
TL Private Wealth
Texas
$226K -$38.1K -293 -15%
PHS
1357
Pekin Hardy Strauss
Illinois
$226K -$22.8K -175 -10%
BBA
1358
Braun-Bostich & Associates
Pennsylvania
$226K +$215K +1,656 New
CA
1359
Continuum Advisory
Idaho
$226K +$215K +1,656 New
FFA
1360
Fragasso Financial Advisors
Pennsylvania
$226K +$520 +4 +0.2%
SPWG
1361
Syntegra Private Wealth Group
Missouri
$225K
PP
1362
Pacifica Partners
Canada
$225K -$2.6K -20 -1%
PAA
1363
Peregrine Asset Advisers
Oregon
$224K
PSP
1364
Principal Street Partners
Tennessee
$223K +$213K +1,635 New
WDG
1365
Wealth Dimensions Group
Ohio
$223K +$212K +1,633 New
AA
1366
Auxano Advisors
Washington
$222K
PWSG
1367
Pacific Wealth Strategies Group
California
$222K
AF
1368
Alerus Financial
North Dakota
$221K +$210K +1,617 New
TP
1369
Tranquility Partners
Tennessee
$220K -$118K -907 -36%
DBRC
1370
D.B. Root & Company
Pennsylvania
$220K -$96K -738 -31%
TYCC
1371
Texas Yale Capital Corp
Florida
$219K +$209K +1,605 New
EIA
1372
Edgemoor Investment Advisors
Maryland
$218K
UCB
1373
United Community Bank
South Carolina
$217K
GWM
1374
GSB Wealth Management
Connecticut
$217K +$207K +1,590 New
EIA
1375
Eldridge Investment Advisors
New Hampshire
$216K

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.