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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
AIM
1526
Anchor Investment Management
South Carolina
$43.5K -$29.3K -225 -41%
ODG
1527
O'Dell Group
Ohio
$42.8K +$40.8K +314 New
AAG
1528
Armstrong Advisory Group
Massachusetts
$42K -$13K -100 -25%
KHC
1529
Koesten Hirschmann & Crabtree
Kansas
$41.7K -$11.8K -91 -23%
AFS
1530
Annapolis Financial Services
Maryland
$41.3K
FCT
1531
First Community Trust
Iowa
$40.9K
PB
1532
Pinnacle Bancorp
Nebraska
$40.9K
TCOV
1533
Trust Company of Vermont
Vermont
$40.9K
DF
1534
Dunhill Financial
United Kingdom
$40.9K +$39K +300 New
Kayne Anderson Rudnick Investment Management
1535
Kayne Anderson Rudnick Investment Management
California
$40.5K +$16.9K +130 +78%
FIM
1536
FWL Investment Management
Texas
$40.2K -$9.89K -76 -20%
BGAI
1537
Bruce G. Allen Investments
Colorado
$40.1K +$38.2K +294 New
FWP
1538
FAS Wealth Partners
Kansas
$39.1K +$2.73K +21 +8%
SFCL
1539
Strengthening Families & Communities LLC
Massachusetts
$39.1K +$130 +1 +0.3%
PS
1540
Planned Solutions
California
$38.6K +$36.8K +283 New
W
1541
WealthCollab
Washington
$38.2K +$36.4K +280 New
MIM
1542
Macroview Investment Management
Maryland
$38.1K
WWMSC
1543
Wagner Wealth Management (South Carolina)
South Carolina
$36.2K +$130 +1 +0.4%
QCG
1544
Quadrant Capital Group
Ohio
$36K
PIA
1545
Powell Investment Advisors
Florida
$36K
HPC
1546
HM Payson & Co
Maine
$35.1K
SMA
1547
Sage Mountain Advisors
Georgia
$34K
GWMIA
1548
Global Wealth Management Investment Advisory
Florida
$33.7K
GG
1549
Gleason Group
Kentucky
$33.1K +$130 +1 +0.4%
C
1550
Covestor
United Kingdom
$33K -$1.69K -13 -5%

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.