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State Street Health Care Select Sector SPDR ETF

1,520 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 108 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

5% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 114

1% less funds holding

Funds holding: 1,5421,520 (-22)

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
1,520
Holders Change
-22
Holders Change %
-1.43%
% of All Funds
24.12%
Holding in Top 10
119
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.03%
% of All Funds
1.89%
New
108
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
ANBT
1376
American National Bank & Trust
Texas
$74.8K -$9.56K -72 -11%
CFA
1377
CWS Financial Advisors
Michigan
$72.5K +$74.7K +563 New
LFASL
1378
Lugano Financial Advisors SA (LFA)
Switzerland
$72.4K +$46.2K +348 +163%
DAM
1379
Delta Asset Management
Tennessee
$71.1K
AIM
1380
Anchor Investment Management
South Carolina
$70K
AWM
1381
Angeles Wealth Management
California
$68.9K +$71K +535 New
CPG
1382
Cornerstone Planning Group
New Jersey
$67.6K
OIA
1383
Optimum Investment Advisors
Illinois
$67.1K
DAC
1384
Dividend Assets Capital
South Carolina
$67K
SFG
1385
Steward Financial Group
Texas
$67K
SIS
1386
Sound Income Strategies
Florida
$66.4K -$13.3K -100 -16%
BC
1387
Barrett & Company
Rhode Island
$66.2K
EWM
1388
Evermay Wealth Management
Virginia
$66K +$27.2K +205 +67%
SWM
1389
Sugarloaf Wealth Management
Georgia
$65.4K -$14.1K -106 -17%
KC
1390
Knuff & Co
California
$64.4K
WTA
1391
Washington Trust Advisors
Massachusetts
$61.8K +$39.4K +297 +162%
CPA
1392
Cardiff Park Advisors
California
$61.8K
EWP
1393
Elevation Wealth Partners
California
$61K
HFM
1394
Hartford Financial Management
Connecticut
$60K
VC
1395
Vestor Capital
Illinois
$58K -$25.2K -190 -30%
BEI
1396
Benjamin Edwards Inc
Missouri
$58K +$133 +1 +0.2%
CNBTD
1397
Citizens National Bank Trust Department
Mississippi
$57.9K
SPWM
1398
Spartan Planning & Wealth Management
North Carolina
$57K +$58.8K +443 New
BSB
1399
Bangor Savings Bank
Maine
$55.1K
BTI
1400
Blue Trust Inc
Georgia
$55K -$115K -864 -68%

XLV Hedge Fund Activity: Q3 2023 in Review

1,520 of the 6,301 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 108 opened new positions — a net loss of 6 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.

  • 1,520 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.
  • 108 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2023 and 114 closed out, a net change of -6 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.