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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
FAM
1726
Flaharty Asset Management
Florida
-$125K -969 Closed
RW
1727
RVW Wealth
California
-$124K -961 Closed
AWA
1728
Alaska Wealth Advisors
Alaska
-$121K -940 Closed
APCM
1729
Alaska Permanent Capital Management
Alaska
-$116K -900 Closed
LWCFA
1730
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$105K -825 Closed
BCM
1731
BluePath Capital Management
Georgia
-$101K -787 Closed
CFA
1732
CWS Financial Advisors
Michigan
-$72.5K -563 Closed
Legacy Financial Group (Iowa)
1733
Legacy Financial Group (Iowa)
Iowa
-$40K -311 Closed
AWA
1734
Authentikos Wealth Advisory
California
-$34.1K -265 Closed
RP
1735
Rice Partnership
Hawaii
-$32.6K -253 Closed
SCA
1736
Stonebridge Capital Advisors
Minnesota
-$32.3K -251 Closed
KI
1737
Kapitalo Investimentos
Brazil
-$30.8K -239 Closed
BWS
1738
Buck Wealth Strategies
Colorado
-$25.7K -200 Closed
DIP
1739
DT Investment Partners
Pennsylvania
-$25.1K -195 Closed
NC
1740
NewSquare Capital
Pennsylvania
-$22.7K -176 Closed
CCP
1741
Carmel Capital Partners
California
-$21.5K -167 Closed
LAM
1742
L2 Asset Management
Massachusetts
-$789K -135 Closed
NIC
1743
Northwest Investment Counselors
Oregon
-$10.1K -79 Closed
HWA
1744
HHM Wealth Advisors
Tennessee
-$4.25K -33 Closed
FP
1745
Financial Perspectives
Minnesota
-$1.93K -15 Closed
KFS
1746
Kelly Financial Services
Massachusetts
-$776 -6 Closed
TCM
1747
Tradewinds Capital Management
Washington
-$387 -3 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.