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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
WBC
1501
West Branch Capital
Massachusetts
$8.24K
APC
1502
Aspire Private Capital
North Carolina
$7.85K -$4.78K -36 -37%
CWAF
1503
Core Wealth Advisors (Florida)
Florida
$7.72K
PFBT
1504
Parkside Financial Bank & Trust
Missouri
$6.7K -$110K -830 -94%
DF
1505
DecisionPoint Financial
Arizona
$6.57K
FA
1506
Faithward Advisors
Pennsylvania
$6.48K -$7.04K -53 -51%
CSB
1507
City State Bank
Iowa
$6K
GGI
1508
Godsey & Gibb Inc
Virginia
$5.28K
LFA
1509
Legend Financial Advisors
Pennsylvania
$4.51K +$664 +5 +17%
HWA
1510
HHM Wealth Advisors
Tennessee
$4.25K -$4.65K -35 -51%
HI
1511
Hoey Investments
Pennsylvania
$3.93K
LCM
1512
Logan Capital Management
Pennsylvania
$2.45K
CMP
1513
Coston McIsaac & Partners
Maine
$2K
HDIM
1514
Hanson & Doremus Investment Management
Vermont
$2K
FP
1515
Financial Perspectives
Minnesota
$1.93K +$1.99K +15 New
RCM
1516
Raleigh Capital Management
North Carolina
$1.74K +$133 +1 +8%
SIC
1517
SJS Investment Consulting
Ohio
$1.42K
KFS
1518
Kelly Financial Services
Massachusetts
$776
TCM
1519
Tradewinds Capital Management
Washington
$387 -$275K -2,068 -100%
GP
1520
Greenline Partners
New York
$386 +$133 +1 +50%
TAM
1521
Townsend Asset Management
North Carolina
$257 -$1.06K -8 -80%
Parallax Volatility Advisers
1522
Parallax Volatility Advisers
California
$129
D.E. Shaw & Co
1523
D.E. Shaw & Co
New York
-$122M -922,433 Closed
TAIM
1524
TD Ameritrade Investment Management
Nebraska
-$79.3M -597,264 Closed
SGDR
1525
SPX Gestao de Recursos
Brazil
-$73.4M -552,880 Closed

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.