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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
BA
1526
Bellwether Advisors
Nebraska
-$57.7M -434,910 Closed
VAS
1527
Vestmark Advisory Solutions
Massachusetts
-$36M -271,183 Closed
Renaissance Technologies
1528
Renaissance Technologies
New York
-$32.2M -242,700 Closed
Aviva
1529
Aviva
United Kingdom
-$24.9M -187,832 Closed
NSLI
1530
Nan Shan Life Insurance
Taiwan
-$19.8M -148,888 Closed
FFM
1531
Fullerton Fund Management
Singapore
-$16.1M -121,000 Closed
QIM
1532
Quantitative Investment Management
Virginia
-$13.9M -104,745 Closed
CA
1533
Cumberland Advisors
Florida
-$13.2M -99,625 Closed
B
1534
Bensler
Washington
-$11.3M -85,499 Closed
Allianz Asset Management
1535
Allianz Asset Management
Germany
-$8.83M -66,530 Closed
V
1536
Veritable
Delaware
-$8.5M -64,019 Closed
IMC Chicago
1537
IMC Chicago
Illinois
-$4.58M -34,464 Closed
AIM
1538
Astor Investment Management
Illinois
-$4.47M -33,699 Closed
RHP
1539
Royal Harbor Partners
Texas
-$4.38M -33,017 Closed
GB
1540
Gunma Bank
Japan
-$4.38M -33,000 Closed
GCP
1541
Garda Capital Partners
Minnesota
-$4.37M -32,922 Closed
HFRG
1542
Houlihan Financial Resource Group
Virginia
-$4.15M -31,469 Closed
AGM
1543
Alpine Global Management
New York
-$4.08M -30,761 Closed
DS
1544
DRW Securities
Illinois
-$4.08M -30,744 Closed
JGC
1545
J. Goldman & Co
New York
-$3.76M -28,326 Closed
Sumitomo Mitsui Trust Group
1546
Sumitomo Mitsui Trust Group
Japan
-$3.21M -24,170 Closed
SI
1547
Saxon Interests
Texas
-$3M -22,602 Closed
QIM
1548
Quest Investment Management
Oregon
-$2.94M -22,168 Closed
BFS
1549
Bard Financial Services
Connecticut
-$2.65M -19,970 Closed
RL
1550
Retireful LLC
Michigan
-$2.31M -17,387 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.