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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
TF
126
Trek Financial
Arizona
$21.7M -$229K -1,760 -1%
SWP
127
Stratos Wealth Partners
Ohio
$21.7M +$825K +6,344 +4%
BHWM
128
Bar Harbor Wealth Management
New Hampshire
$20.8M -$237K -1,823 -1%
AWS
129
Atria Wealth Solutions
New York
$20.5M -$748K -5,752 -4%
FHA
130
Flagship Harbor Advisors
Massachusetts
$20.2M +$15.1M +115,846 +355%
EH
131
Equitable Holdings
New York
$19.9M +$1.78M +13,679 +10%
AFA
132
American Financial Advisors
Georgia
$19.3M -$74.3K -571 -0.4%
HCP
133
Holt Capital Partners
Texas
$19.2M -$5.85K -45 -0%
PWMG
134
Prestige Wealth Management Group
New Jersey
$18.8M +$430K +3,304 +2%
SL
135
Salomon & Ludwin
Virginia
$18.7M
ONB
136
Old National Bancorp
Indiana
$18.7M -$2.26M -17,335 -11%
FDCP
137
Foster Dykema Cabot & Partners
Massachusetts
$18.6M +$17.8M +136,628 New
SG Americas Securities
138
SG Americas Securities
New York
$18.3M +$3.66M +28,155 +26%
GEM
139
Global Endowment Management
North Carolina
$18.2M -$7.35M -56,517 -30%
AWM
140
AE Wealth Management
Kansas
$18M -$6.68M -51,312 -28%
Comerica Bank
141
Comerica Bank
Texas
$17.8M -$8.74M -67,153 -34%
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$17.6M +$2.39M +18,365 +17%
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$17.4M +$14.5M +111,398 +681%
SC
144
Syon Capital
California
$17.4M +$8.4M +64,551 +103%
CB
145
Commerce Bank
Missouri
$17.3M +$280K +2,149 +2%
CCT
146
Chemung Canal Trust
New York
$16.9M +$634K +4,873 +4%
KF
147
Krilogy Financial
Missouri
$16.6M -$465K -3,575 -3%
BAM
148
Brave Asset Management
New Jersey
$16.5M +$166K +1,274 +1%
CAM
149
Cresset Asset Management
Illinois
$16.3M -$60.6K -466 -0.4%
PWM
150
Perigon Wealth Management
California
$16.2M +$10.7M +82,250 +225%

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.