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State Street Health Care Select Sector SPDR ETF

1,542 hedge funds and large institutions have $29.7B invested in State Street Health Care Select Sector SPDR ETF in 2023 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 588 increasing their positions, 595 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 85

2% more funds holding

Funds holding: 1,5081,542 (+34)

3% more capital invested

Capital invested by funds: $28.8B → $29.7B (+$907M)

1% more funds holding in top 10

Funds holding in top 10: 123124 (+1)

0.47% less ownership

Funds ownership: 73.31%72.84% (-0.47%)

1% less repeat investments, than reductions

Existing positions increased: 588 | Existing positions reduced: 595

19% less call options, than puts

Call options by funds: $1.28B | Put options by funds: $1.58B

Holders
1,542
Holders Change
+34
Holders Change %
+2.25%
% of All Funds
24.21%
Holding in Top 10
124
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.81%
% of All Funds
1.95%
New
129
Increased
588
Reduced
595
Closed
85
Calls
$1.28B
Puts
$1.58B
Net Calls
-$299M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1476
Institutional & Family Asset Management
Colorado
$23K +$923 +7 +4%
TF
1477
Tompkins Financial
New York
$22.7K
SC
1478
Steph & Co
Wisconsin
$22.6K
NSG
1479
Nalls Sherbakoff Group
Tennessee
$22.4K
Kayne Anderson Rudnick Investment Management
1480
Kayne Anderson Rudnick Investment Management
California
$22.2K
VNA
1481
Valley National Advisers
Pennsylvania
$22K -$3.16K -24 -13%
BWP
1482
Baldwin Wealth Partners
Massachusetts
$21.9K -$13.8K -105 -39%
WAM
1483
Worth Asset Management
Texas
$21.6K
AWM
1484
Abound Wealth Management
Tennessee
$21K +$19.5K +148 +1,480%
MFA
1485
McClarren Financial Advisors
Pennsylvania
$20K +$132 +1 +0.6%
HWM
1486
HighMark Wealth Management
Minnesota
$19.9K
LIA
1487
Luken Investment Analytics
Tennessee
$19.9K
RFA
1488
Register Financial Advisors
Georgia
$19.5K
IRAG
1489
Investment Research & Advisory Group
Georgia
$18.8K
OP
1490
ORG Partners
Indiana
$18.7K +$18.2K +138 New
IF
1491
Integrity Financial
Wyoming
$18.7K
FPFS
1492
First Personal Financial Services
North Carolina
$17.9K
CAS
1493
Coppell Advisory Solutions
Texas
$17.6K +$17.7K +134 New
LB
1494
Legacy Bridge
Iowa
$17.5K
WPWM
1495
Western Pacific Wealth Management
Illinois
$16.6K
WIM
1496
WealthPlan Investment Management
Nebraska
$16.4K -$30.7K -233 -65%
RI
1497
Ridgewood Investments
New Jersey
$15.9K +$2.64K +20 +20%
CFFP
1498
Center for Financial Planning
Michigan
$15.3K
NC
1499
NewSquare Capital
Pennsylvania
$14.9K +$14.8K +112 New
MFT
1500
Moisand Fitzgerald Tamayo
Florida
$14.6K

XLV Hedge Fund Activity: Q2 2023 in Review

1,542 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2023, worth a combined $29.7B — up 3.1% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new XLV positions and 85 closed out — a net gain of 44 holders — while 588 added to existing stakes and 595 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $444M. The largest seller was Millennium Management, cutting an estimated $298M.

  • 1,542 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2023, up from 1,508 in Q1 2023.
  • Funds reported $29.7B of State Street Health Care Select Sector SPDR ETF stock for Q2 2023, up 3.1% quarter-over-quarter.
  • 129 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2023 and 85 closed out, a net change of +44 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2023 was Goldman Sachs, an estimated $444M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2023 was Millennium Management, an estimated $298M sold.

Based on aggregated 13F filings for Q2 2023.