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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
NCM
1476
Northwest Capital Management
Oregon
$80.5K
PWA
1477
Provenance Wealth Advisors
Florida
$79.4K
ANBT
1478
American National Bank & Trust
Texas
$79.2K
MPCG
1479
Matrix Private Capital Group
New York
$77.5K -$23.8K -183 -24%
DAM
1480
Delta Asset Management
Tennessee
$75.3K
LFA
1481
LGT Financial Advisors
Texas
$72.3K -$11.8K -91 -15%
BC
1482
Barrett & Company
Rhode Island
$71.3K +$1.17K +9 +2%
OIA
1483
Optimum Investment Advisors
Illinois
$71.1K
DAC
1484
Dividend Assets Capital
South Carolina
$71K
EWM
1485
Evermay Wealth Management
Virginia
$70K
SWM
1486
Sugarloaf Wealth Management
Georgia
$69.3K
KC
1487
Knuff & Co
California
$68.2K
RFA
1488
Register Financial Advisors
Georgia
$67.6K +$43.7K +336 +210%
NFA
1489
Northwest Financial Advisors
Virginia
$67.4K +$64.3K +494 New
GTAM
1490
Global Trust Asset Management
Florida
$65.5K -$53.6K -412 -46%
CPA
1491
Cardiff Park Advisors
California
$65.5K
CG
1492
Cutler Group
California
$64K -$330K -2,538 -84%
HFM
1493
Hartford Financial Management
Connecticut
$63.6K
SIS
1494
Sound Income Strategies
Florida
$62.6K -$7.42K -57 -11%
CNBTD
1495
Citizens National Bank Trust Department
Mississippi
$61.4K
BSB
1496
Bangor Savings Bank
Maine
$61.2K +$2.73K +21 +5%
BEI
1497
Benjamin Edwards Inc
Missouri
$61K +$260 +2 +0.4%
B
1498
Birchbrook
Maine
$59.3K +$56.6K +435 New
DSC
1499
Duncker Streett & Co
Missouri
$57.7K +$5.2K +40 +10%
RG
1500
Retirement Group
California
$56.7K +$29.1K +224 +117%

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.