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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
GCAC
1676
Guardian Capital Advisors (Canada)
Ontario, Canada
-$1.65M -12,610 Closed
SIGI
1677
Susquehanna International Group (Ireland)
Ireland
-$1.55M -12,061 Closed
PGWM
1678
Pitti Group Wealth Management
New York
-$1.52M -11,805 Closed
LC
1679
Lavaca Capital
Texas
-$1.51M -11,758 Closed
PI
1680
PEAK6 Investments
Illinois
-$1.27M -9,795 Closed
SW
1681
Signify Wealth
Missouri
-$1.21M -9,403 Closed
FF
1682
Friedenthal Financial
New Jersey
-$1.07M -8,295 Closed
WAM
1683
Worth Asset Management
Texas
-$1.03M -7,991 Closed
KWMG
1684
King Wealth Management Group
Florida
-$1.02M -7,904 Closed
AA
1685
Alesco Advisors
New York
-$915K -7,106 Closed
3LCM
1686
3D/L Capital Management
Connecticut
-$897K -6,966 Closed
TI
1687
Trexquant Investment
Connecticut
-$888K -6,896 Closed
MTIM
1688
Marathon Trading Investment Management
Pennsylvania
-$806K -6,193 Closed
ATI
1689
Act Two Investors
California
-$750K -5,830 Closed
PSCM
1690
Per Stirling Capital Management
Texas
-$737K -5,728 Closed
SIA
1691
SkyView Investment Advisors
New Jersey
-$662K -5,144 Closed
MUAMU
1692
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$644K -5,000 Closed
BS
1693
Bessemer Securities
New York
-$478K -3,713 Closed
BPC
1694
Banque Pictet & Cie
Switzerland
-$472K -3,670 Closed
KAS
1695
KPP Advisory Services
Kentucky
-$465K -3,610 Closed
LTL
1696
Lowery Thomas LLC
California
-$395K -3,071 Closed
LCWP
1697
Legacy Capital Wealth Partners
Arkansas
-$390K -3,027 Closed
CA
1698
CGN Advisors
Kansas
-$348K -2,701 Closed
TLFA
1699
True Link Financial Advisors
California
-$339K -2,635 Closed
CGA
1700
Crescent Grove Advisors
Illinois
-$324K -2,518 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.