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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
BCM
1451
Bourgeon Capital Management
Connecticut
$26.5K
HCM
1452
Highlander Capital Management
New Jersey
$26K
BWS
1453
Buck Wealth Strategies
Colorado
$25.7K +$26.6K +200 New
DIP
1454
DT Investment Partners
Pennsylvania
$25.1K
RG
1455
Retirement Group
California
$24.7K
Russell Investments Group
1456
Russell Investments Group
United Kingdom
$24.7K
HWP
1457
Highline Wealth Partners
California
$23.9K +$929 +7 +4%
OSNBOA
1458
Old Second National Bank of Aurora
Illinois
$23.8K -$19.9K -150 -45%
MTIC
1459
Missouri Trust & Investment Company
Missouri
$23K
OA
1460
Operose Advisors
Wisconsin
$22.9K
NC
1461
NewSquare Capital
Pennsylvania
$22.7K +$8.5K +64 +57%
NSG
1462
Nalls Sherbakoff Group
Tennessee
$22.5K
CCP
1463
Carmel Capital Partners
California
$21.5K +$22.2K +167 New
Kayne Anderson Rudnick Investment Management
1464
Kayne Anderson Rudnick Investment Management
California
$21.5K
VNA
1465
Valley National Advisers
Pennsylvania
$21K
TF
1466
Tompkins Financial
New York
$20.9K -$1.2K -9 -5%
RFA
1467
Register Financial Advisors
Georgia
$20.6K +$1.73K +13 +9%
MFA
1468
McClarren Financial Advisors
Pennsylvania
$20K
CAS
1469
Coppell Advisory Solutions
Texas
$19.7K +$1.46K +11 +8%
HWM
1470
HighMark Wealth Management
Minnesota
$19.4K +$133 +1 +0.7%
LIA
1471
Luken Investment Analytics
Tennessee
$19.3K
AWM
1472
Abound Wealth Management
Tennessee
$19.2K -$1.2K -9 -6%
PPC
1473
Park Place Capital
Alabama
$18.9K +$14.1K +106 +259%
IRAG
1474
Investment Research & Advisory Group
Georgia
$18.3K
FPFS
1475
First Personal Financial Services
North Carolina
$17.4K

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.