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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
APP
1601
Avantax Planning Partners
Iowa
-$214K -1,615 Closed
SWM
1602
Selective Wealth Management
Virginia
-$207K -1,589 Closed
AAM
1603
Alphadyne Asset Management
New York
-$210K -1,585 Closed
ZIM
1604
Zacks Investment Management
Illinois
-$207K -1,561 Closed
TYCC
1605
Texas Yale Capital Corp
Florida
-$206K -1,555 Closed
FNBOMD
1606
First National Bank of Mount Dora
Florida
-$205K -1,547 Closed
CFC
1607
Coyle Financial Counsel
Illinois
-$204K -1,539 Closed
MC
1608
Miramar Capital
Illinois
-$203K -1,528 Closed
FUBT
1609
First United Bank & Trust
Maryland
-$202K -1,525 Closed
HCM
1610
Howland Capital Management
Massachusetts
-$201K -1,518 Closed
PWLP
1611
Prio Wealth Limited Partnership
Massachusetts
-$201K -1,517 Closed
CW
1612
CIC Wealth
Maryland
-$201K -1,516 Closed
WSFS
1613
Wilmington Savings Fund Society
Delaware
-$201K -1,514 Closed
IGWM
1614
ICA Group Wealth Management
Colorado
-$173K -1,305 Closed
FA
1615
Fiduciary Alliance
South Carolina
-$151K -1,139 Closed
GC
1616
Garde Capital
Washington
-$102K -770 Closed
IAIM
1617
Industrial Alliance Investment Management
Quebec, Canada
-$97K -731 Closed
KM
1618
Kalos Management
Georgia
-$54.7K -412 Closed
HS
1619
Horan Securities
United States
-$53K -400 Closed
ODG
1620
O'Dell Group
Ohio
-$49.5K -373 Closed
FBC
1621
Fairfield, Bush & Co
Connecticut
-$44.9K -338 Closed
TFP
1622
Tilia Fiduciary Partners
North Carolina
-$40.5K -305 Closed
PP
1623
PrairieView Partners
Minnesota
-$39K -298 Closed
DI
1624
Disciplined Investments
Oklahoma
-$33K -249 Closed
PCMC
1625
Private Capital Management (Colorado)
Colorado
-$29.2K -220 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.