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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
SIC
1376
Samalin Investment Counsel
New York
$216K -$2.08K -16 -1%
SRSA
1377
S.R. Schill & Associates
Washington
$216K -$24.5K -188 -11%
LGG
1378
Luts & Greenleigh Group
Maryland
$216K
CT
1379
Colonial Trust
South Carolina
$215K -$19.6K -151 -9%
YDMI
1380
Y.D. More Investments
Israel
$215K +$12.4K +95 +6%
PFA
1381
Plotkin Financial Advisors
Maryland
$214K
FFA
1382
First Foundation Advisors
California
$212K +$202K +1,552 New
NEWAS
1383
N.E.W. Advisory Services
Wisconsin
$211K +$201K +1,545 New
CFC
1384
Coyle Financial Counsel
Illinois
$210K +$200K +1,539 New
FHB
1385
First Hawaiian Bank
Hawaii
$210K -$35.1K -270 -15%
SCM
1386
Sollinda Capital Management
Florida
$209K +$199K +1,529 New
MC
1387
Miramar Capital
Illinois
$208K +$199K +1,528 New
TCG
1388
Transcendent Capital Group
Oklahoma
$208K +$198K +1,524 New
EA
1389
Emerald Advisors
Washington
$207K +$197K +1,517 New
TC
1390
Telemus Capital
Michigan
$207K +$197K +1,515 New
1SB
1391
1ST Source Bank
Indiana
$206K +$196K +1,510 New
DWG
1392
Darden Wealth Group
Michigan
$205K +$196K +1,507 New
APP
1393
Avantax Planning Partners
Iowa
$205K +$196K +1,506 New
CFA
1394
Capstone Financial Advisors
Illinois
$205K +$196K +1,505 New
TWM
1395
TriaGen Wealth Management
California
$205K -$35.8K -275 -15%
BFA
1396
Beacon Financial Advisory
Ohio
$205K +$196K +1,503 New
FNBOMD
1397
First National Bank of Mount Dora
Florida
$205K +$196K +1,503 New
MMG
1398
Monetary Management Group
Missouri
$205K +$19.5K +150 +11%
CW
1399
CIC Wealth
Maryland
$205K +$195K +1,500 New
PMFA
1400
Plante Moran Financial Advisors
Michigan
$204K -$9.76K -75 -5%

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.