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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
OC
151
Oppenheimer & Co
New York
$15.7M +$730K +5,608 +5%
CIA
152
Concurrent Investment Advisors
Florida
$15.6M +$14.9M +114,448 New
MIM
153
Miller Investment Management
Pennsylvania
$15.4M -$178K -1,368 -1%
EWA
154
Evolution Wealth Advisors
Florida
$15.3M -$71.8K -552 -0.5%
William Blair & Company
155
William Blair & Company
Illinois
$15.1M -$1.04M -8,006 -7%
State Street
156
State Street
Massachusetts
$15.1M -$26.7M -204,900 -65%
SC
157
Scotia Capital
Ontario, Canada
$14.8M +$700K +5,383 +5%
AI
158
Atria Investments
North Carolina
$14.6M -$1.27M -9,797 -8%
AIC
159
Ayalon Insurance Company
Israel
$14.6M
MCWS
160
McKinley Carter Wealth Services
West Virginia
$14.4M +$1.37M +10,548 +11%
EPFB
161
Employees Provident Fund Board
Malaysia
$14.4M -$21M -161,235 -60%
KHLMTHM
162
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$14.4M
CA
163
CoreCap Advisors
Michigan
$14M -$2.62M -20,114 -16%
RWM
164
Rezny Wealth Management
Florida
$13.6M +$7.23M +55,559 +126%
DRS
165
Deane Retirement Strategies
Louisiana
$13.4M +$3.47M +26,637 +37%
BFIC
166
Bedell Frazier Investment Counselling
California
$13.4M -$381K -2,929 -3%
GWA
167
Gratus Wealth Advisors
Virginia
$13.3M +$12.6M +97,212 New
AIIMS
168
Analyst IMS Investment Management Services
Israel
$13.2M -$41.5K -319 -0.3%
OCBCO
169
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.2M -$8.2M -62,997 -39%
ARC
170
Advisor Resource Council
Texas
$13.2M +$11.7M +90,230 +1,426%
Baird Financial Group
171
Baird Financial Group
Wisconsin
$13.1M -$1.03M -7,935 -8%
Two Sigma Investments
172
Two Sigma Investments
New York
$13.1M +$11.3M +87,017 +978%
BRWA
173
B. Riley Wealth Advisors
Florida
$13M +$1.25M +9,629 +11%
Creative Planning
174
Creative Planning
Kansas
$12.9M -$286K -2,195 -2%
AWMS
175
Advocacy Wealth Management Services
Georgia
$12.9M -$60.6M -465,569 -83%

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.