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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
TCPG
1426
Trivant Custom Portfolio Group
California
$38.6K
SFCL
1427
Strengthening Families & Communities LLC
Massachusetts
$37K +$266 +2 +0.7%
SC
1428
Steph & Co
Wisconsin
$36.3K +$14.9K +112 +66%
MIM
1429
Macroview Investment Management
Maryland
$36K -$6.64K -50 -15%
FCMT
1430
Founders Capital Management (Texas)
Texas
$34.8K
FWP
1431
FAS Wealth Partners
Kansas
$34.2K -$3.45K -26 -9%
WWMSC
1432
Wagner Wealth Management (South Carolina)
South Carolina
$34.1K
AWA
1433
Authentikos Wealth Advisory
California
$34.1K +$35.2K +265 New
QCG
1434
Quadrant Capital Group
Ohio
$34K
PIA
1435
Powell Investment Advisors
Florida
$34K
HPC
1436
HM Payson & Co
Maine
$33.1K
C
1437
Covestor
United Kingdom
$33K -$9.82K -74 -22%
RP
1438
Rice Partnership
Hawaii
$32.6K
FA
1439
Financial Avengers
California
$32.4K -$6.64K -50 -17%
SCA
1440
Stonebridge Capital Advisors
Minnesota
$32.3K -$6.64K -50 -17%
SMA
1441
Sage Mountain Advisors
Georgia
$32.1K
GWMIA
1442
Global Wealth Management Investment Advisory
Florida
$31.8K
GG
1443
Gleason Group
Kentucky
$31.1K +$133 +1 +0.4%
MBFW
1444
Morton Brown Family Wealth
Pennsylvania
$31K +$133 +1 +0.4%
KI
1445
Kapitalo Investimentos
Brazil
$30.8K +$31.7K +239 New
AAP
1446
Arax Advisory Partners
Colorado
$30.5K -$5.04K -38 -14%
CCA
1447
Column Capital Advisors
Indiana
$29.9K
AIA
1448
Armor Investment Advisors
North Carolina
$29.6K
DWMG
1449
DB Wealth Management Group
California
$28.7K -$112K -845 -79%
IWP
1450
IAG Wealth Partners
Wisconsin
$27.7K

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.