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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
WCG
1401
Weaver Consulting Group
California
$204K -$17.6K -135 -8%
CCG
1402
Capital CS Group
California
$204K +$194K +1,495 New
RRCM
1403
Rappaport Reiches Capital Management
Illinois
$203K +$193K +1,485 New
KFSC
1404
Keystone Financial Services (Colorado)
Colorado
$202K +$193K +1,481 New
MIA
1405
MainStreet Investment Advisors
Illinois
$202K +$193K +1,480 New
SC
1406
Soundwatch Capital
Connecticut
$201K -$14.3K -110 -7%
HB
1407
HTLF Bank
Colorado
$201K +$192K +1,477 New
SWP
1408
Strategic Wealth Partners
Ohio
$201K +$192K +1,476 New
GGS
1409
Galvin Gaustad & Stein
Arizona
$200K +$191K +1,469 New
ST
1410
Smithfield Trust
Pennsylvania
$194K
PAI
1411
Pittenger & Anderson Inc
Nebraska
$190K
SFC
1412
SYM Financial Corp
Indiana
$189K -$41K -315 -19%
FUBT
1413
First United Bank & Trust
Maryland
$187K +$178K +1,370 New
TC
1414
Truvestments Capital
Florida
$186K +$6.37K +49 +4%
CHA
1415
Carmichael Hill & Associates
Maryland
$185K
VC
1416
Vestor Capital
Illinois
$185K +$117K +903 +199%
MIA
1417
Milestone Investment Advisors
Wisconsin
$175K -$39K -300 -19%
ADL
1418
Asset Dedication LLC
California
$173K
WOC
1419
West Oak Capital
California
$172K
First Manhattan
1420
First Manhattan
New York
$171K +$3.12K +24 +2%
FFA
1421
Founders Financial Alliance
North Carolina
$170K +$390 +3 +0.2%
PGAM
1422
Princeton Global Asset Management
New Jersey
$167K
JFGIW
1423
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$164K +$76.5K +588 +96%
TCM
1424
TD Capital Management
Tennessee
$161K +$130 +1 +0.1%
WB
1425
Webster Bank
Connecticut
$155K +$1.56K +12 +1%

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.