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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
EC
1626
EdgeRock Capital
Colorado
$4.26K +$3.9K +30 New
HI
1627
Hoey Investments
Pennsylvania
$4.16K
AWM
1628
Angeles Wealth Management
California
$3.27K -$66.5K -511 -96%
CMP
1629
Coston McIsaac & Partners
Maine
$2K
HDIM
1630
Hanson & Doremus Investment Management
Vermont
$2K
FWM
1631
FSA Wealth Management
Massachusetts
$2K +$1.69K +13 New
PA
1632
Pineridge Advisors
Missouri
$1.91K +$1.82K +14 New
RCM
1633
Raleigh Capital Management
North Carolina
$1.85K
SIC
1634
SJS Investment Consulting
Ohio
$1.5K
CJ
1635
Caitlin John
Michigan
$1.24K +$1.17K +9 New
FFA
1636
Frazier Financial Advisors
Ohio
$967 +$911 +7 New
VAG
1637
VisionPoint Advisory Group
Texas
$955 -$113K -867 -99%
GP
1638
Greenline Partners
New York
$546 +$130 +1 +33%
KIG
1639
Kessler Investment Group
Indiana
$508 -$306K -2,355 -100%
TAM
1640
Townsend Asset Management
North Carolina
$273
MSWM
1641
McGlone Suttner Wealth Management
Wisconsin
$273 +$260 +2 New
S
1642
Sachetta
Massachusetts
$139 +$130 +1 New
Parallax Volatility Advisers
1643
Parallax Volatility Advisers
California
$136
Two Sigma Advisers
1644
Two Sigma Advisers
New York
-$134M -1,040,700 Closed
ERSOT
1645
Employees Retirement System of Texas
Texas
-$39.4M -306,000 Closed
ADEF
1646
Adams Diversified Equity Fund
Maryland
-$28.7M -223,200 Closed
RSCM
1647
Rock Springs Capital Management
Maryland
-$25.7M -200,000 Closed
PP
1648
Passaic Partners
New Jersey
-$11.7M -90,570 Closed
SAS
1649
Sage Advisory Services
Texas
-$11.2M -87,263 Closed
Balyasny Asset Management
1650
Balyasny Asset Management
Illinois
-$10.8M -82,839 Closed

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.