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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
WWM
1601
Wolff Wiese Magana
California
$13K -$4.55K -35 -27%
OP
1602
ORG Partners
Indiana
$12.5K +$12K +92 New
SVCP
1603
Silicon Valley Capital Partners
California
$12.5K +$11.8K +91 New
WFA
1604
Wells Financial Advisors
Massachusetts
$12.3K
BWM
1605
Baystate Wealth Management
Massachusetts
$12.1K -$1.95K -15 -15%
MRCM
1606
M&R Capital Management
New Jersey
$11.5K
FRA
1607
Front Row Advisors
California
$11.4K -$150K -1,154 -93%
BIA
1608
Bell Investment Advisors
California
$10.4K +$9.89K +76 New
PP
1609
Pingora Partners
Wyoming
$10.2K +$9.76K +75 New
VF
1610
VitalStone Financial
Texas
$10K +$9.76K +75 New
AWM
1611
Abound Wealth Management
Tennessee
$9.96K -$9.89K -76 -51%
LF
1612
Lee Financial
Texas
$9.68K
LCM
1613
Logan Capital Management
Pennsylvania
$9.58K +$6.63K +51 +268%
RFG
1614
REAP Financial Group
Texas
$9.55K +$9.11K +70 New
MSFP
1615
Mark Sheptoff Financial Planning
Connecticut
$9.41K
WBC
1616
West Branch Capital
Massachusetts
$8.73K
APC
1617
Aspire Private Capital
North Carolina
$8.32K
CWAF
1618
Core Wealth Advisors (Florida)
Florida
$8.18K
FA
1619
Faithward Advisors
Pennsylvania
$7.26K
CSB
1620
City State Bank
Iowa
$7K
DF
1621
DecisionPoint Financial
Arizona
$6.96K
PIS
1622
POM Investment Strategies
North Carolina
$5.86K +$5.59K +43 New
GGI
1623
Godsey & Gibb Inc
Virginia
$5.59K
LFA
1624
Legend Financial Advisors
Pennsylvania
$4.77K
SWS
1625
SYSTM Wealth Solutions
Illinois
$4.37K +$4.16K +32 New

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.