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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
LIA
1576
Luken Investment Analytics
Tennessee
$20.5K
IRAG
1577
Investment Research & Advisory Group
Georgia
$19.4K
FPFS
1578
First Personal Financial Services
North Carolina
$18.4K
OHWP
1579
Oak Harbor Wealth Partners
North Carolina
$18.1K +$17.3K +133 New
LB
1580
Legacy Bridge
Iowa
$18K
IFAM
1581
Institutional & Family Asset Management
Colorado
$18K
TWD
1582
True Wealth Design
Ohio
$17.7K +$3.9K +30 +30%
LFA
1583
Livelsberger Financial Advisory
Ohio
$17.7K +$16.9K +130 New
AWM
1584
Avior Wealth Management
Nebraska
$17.6K -$177K -1,361 -91%
WPWM
1585
Western Pacific Wealth Management
Illinois
$17K
IF
1586
Integrity Financial
Wyoming
$15.8K
SRCM
1587
Signature Resources Capital Management
California
$15.8K +$15.1K +116 New
CFFP
1588
Center for Financial Planning
Michigan
$15.7K
MHR
1589
Matthew Hamilton Rosenberg
$15.3K
BL
1590
Balentine LLC
Georgia
$15K
MFT
1591
Moisand Fitzgerald Tamayo
Florida
$15K
MFG
1592
Mendota Financial Group
Wisconsin
$15K +$14.3K +110 New
RDFA
1593
Ritter Daniher Financial Advisory
Ohio
$14.9K
EAM
1594
Eukles Asset Management
Ohio
$14.2K
BA
1595
Ballast Advisors
Minnesota
$14K +$1.04K +8 +8%
EA
1596
Evolution Advisers
Virginia
$14K +$13.4K +103 New
SA
1597
Scarborough Advisors
Maryland
$14K +$13.4K +103 New
BWP
1598
Baldwin Wealth Partners
Massachusetts
$13.6K
Nomura Asset Management
1599
Nomura Asset Management
Japan
$13.6K
RAM
1600
Ramirez Asset Management
New York
$13.6K

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.