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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
EP
1701
Eudaimonia Partners
Tennessee
-$323K -2,507 Closed
MAWA
1702
Moss Adams Wealth Advisors
Washington
-$312K -2,427 Closed
BWM
1703
BCGM Wealth Management
Indiana
-$303K -2,351 Closed
CPC
1704
Consolidated Planning Corp
Georgia
-$295K -2,291 Closed
CWP
1705
Cyndeo Wealth Partners
Florida
-$282K -2,189 Closed
AWM
1706
Avaii Wealth Management
Wisconsin
-$281K -2,186 Closed
SFM
1707
Stack Financial Management
Montana
-$265K -2,062 Closed
EFS
1708
Essex Financial Services
Connecticut
-$264K -2,051 Closed
AWM
1709
Accel Wealth Management
Iowa
-$260K -2,017 Closed
PFGIA
1710
Patriot Financial Group Insurance Agency
Massachusetts
-$250K -1,943 Closed
PWM
1711
Pinnacle Wealth Management
California
-$246K -1,913 Closed
AFP
1712
Alpha Financial Partners
Kentucky
-$237K -1,839 Closed
LSA
1713
Lion Street Advisors
Texas
-$234K -1,816 Closed
Optiver Holding
1714
Optiver Holding
Netherlands
-$233K -1,812 Closed
PSIWM
1715
Paradigm Strategies in Wealth Management
Minnesota
-$229K -1,779 Closed
JCM
1716
Jag Capital Management
Missouri
-$224K -1,740 Closed
OL
1717
Owen LaRue
Kentucky
-$219K -1,701 Closed
RMDI
1718
R.M. Davis Inc
Maine
-$213K -1,652 Closed
CFS
1719
Commonwealth Financial Services
West Virginia
-$207K -1,611 Closed
PFC
1720
Phocas Financial Corp
California
-$207K -1,610 Closed
Manulife (Manufacturers Life Insurance)
1721
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$207K -1,607 Closed
HT
1722
Headlands Technologies
Illinois
-$203K -1,576 Closed
HL
1723
HeadInvest LLC
Maine
-$193K -1,502 Closed
WWP
1724
WR Wealth Planners
Missouri
-$159K -1,234 Closed
WFA
1725
WestHill Financial Advisors
California
-$128K -991 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.