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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
GI
1501
Gradient Investments
Minnesota
$56.2K +$5.98K +46 +13%
WSC
1502
Wellington Shields & Co
New York
$54.6K
PCMC
1503
Planning Capital Management Corporation
Pennsylvania
$54.6K +$52K +400 New
BAM
1504
Bellevue Asset Management
Washington
$53.3K
ME
1505
McIlrath & Eck
Washington
$53.1K
DFA
1506
DHJJ Financial Advisors
Illinois
$52.6K
EPW
1507
Evergreen Private Wealth
Colorado
$52.2K +$49.8K +383 New
BTI
1508
Blue Trust Inc
Georgia
$52K
CMA
1509
Cedar Mountain Advisors
Oregon
$51.6K
T2I
1510
Turim 21 Investimentos
Brazil
$51.1K
PAG
1511
Paladin Advisory Group
Iowa
$50.9K
PP
1512
PFS Partners
New Jersey
$50.6K +$130 +1 +0.3%
PFM
1513
Phillips Financial Management
Indiana
$50.5K
CSWG
1514
Cardinal Strategic Wealth Guidance
Kentucky
$50.3K -$2.82M -21,667 -98%
WAS
1515
Winch Advisory Services
Wisconsin
$49.1K +$130 +1 +0.3%
PO
1516
Private Ocean
California
$48K +$3.38K +26 +8%
PFBT
1517
Parkside Financial Bank & Trust
Missouri
$48K +$39K +300 +577%
RAM
1518
Riggs Asset Management
Pennsylvania
$47.1K -$6.63K -51 -13%
POIA
1519
Pin Oak Investment Advisors
Texas
$47K
FBC
1520
Fairfield, Bush & Co
Connecticut
$46.8K +$44.6K +343 New
CSC
1521
Caldwell Sutter Capital
California
$46.1K +$260 +2 +0.6%
FCMT
1522
Founders Capital Management (Texas)
Texas
$46.1K +$8.85K +68 +25%
MBFW
1523
Morton Brown Family Wealth
Pennsylvania
$45.2K +$11.8K +91 +38%
SC
1524
Sawyer & Company
Massachusetts
$45K
IWP
1525
IAG Wealth Partners
Wisconsin
$43.6K +$13.7K +105 +49%

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.