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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
BAM
1426
Byrne Asset Management
New Jersey
$154K -$650 -5 -0.4%
HPIA
1427
Hamilton Point Investment Advisors
North Carolina
$154K
TVWM
1428
Tower View Wealth Management
Wisconsin
$153K +$650 +5 +0.4%
AFG
1429
Albion Financial Group
Utah
$152K
GWANC
1430
Guardian Wealth Advisors (North Carolina)
North Carolina
$148K -$19.6K -151 -12%
SAS
1431
Stelac Advisory Services
New York
$146K
QPBE
1432
Quintet Private Bank (Europe)
Luxembourg
$143K
PA
1433
PSI Advisors
Florida
$141K +$130 +1 +0.1%
MAWCM
1434
Mine & Arao Wealth Creation & Management
California
$136K
AIM
1435
Acropolis Investment Management
Missouri
$134K
FMII
1436
Farmers & Merchants Investments Inc
Nebraska
$133K
RWML
1437
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$128K
LIWM
1438
Long Island Wealth Management
New York
$125K +$119K +914 New
PCWA
1439
Pacific Capital Wealth Advisors
California
$125K +$119K +914 New
TAM
1440
Tucker Asset Management
Colorado
$121K -$520 -4 -0.4%
WP
1441
WealthShield Partners
North Carolina
$120K +$24.7K +190 +28%
ITIM
1442
Indiana Trust & Investment Management
Indiana
$119K -$9.63K -74 -8%
PWMG
1443
Provence Wealth Management Group
California
$119K
RIL
1444
Rothschild Investment LLC
Illinois
$118K +$113K +867 New
CTWM
1445
Cherry Tree Wealth Management
Minnesota
$117K
GBT
1446
Grove Bank & Trust
Florida
$116K
VCM
1447
Versant Capital Management
Arizona
$114K
IRC
1448
Investors Research Corp
Georgia
$113K
SHIM
1449
Stone House Investment Management
Pennsylvania
$112K -$27.8K -214 -21%
SPWM
1450
Spartan Planning & Wealth Management
North Carolina
$111K +$48.3K +371 +84%

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.