We are live on ! Find out more
XLV icon

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
SCA
176
Stillwater Capital Advisors
Pennsylvania
$12.9M +$498K +3,832 +4%
PI
177
PineBridge Investments
New York
$12.8M +$9.83M +75,528 +407%
PAS
178
Park Avenue Securities
New York
$12.6M +$455K +3,501 +4%
Fidelity Investments
179
Fidelity Investments
Massachusetts
$12.6M +$1.13M +8,706 +10%
IWM
180
IHT Wealth Management
Illinois
$12.6M -$2.59M -19,872 -18%
CWG
181
Cornerstone Wealth Group
North Carolina
$12.5M +$8.24M +63,331 +226%
DWM
182
Dakota Wealth Management
Florida
$12.3M +$264K +2,027 +2%
Lido Advisors
183
Lido Advisors
California
$11.8M -$220K -1,689 -2%
CF
184
Clarity Financial
Texas
$11.7M -$279K -2,143 -2%
PWAC
185
Private Wealth Advisors (California)
California
$11.7M -$1.44M -11,045 -11%
HIP
186
Harrell Investment Partners
Texas
$11.4M +$886K +6,813 +9%
Pathstone Holdings
187
Pathstone Holdings
New Jersey
$11.3M +$10.8M +82,721 New
IFA
188
Interactive Financial Advisors
Illinois
$11.3M +$28.3M +217,277 +1,212%
JWCA
189
J.W. Cole Advisors
Florida
$11.1M +$556K +4,273 +6%
WA
190
WBH Advisory
Maryland
$11.1M -$531K -4,081 -5%
LRWA
191
Long Run Wealth Advisors
New York
$11.1M +$606K +4,658 +6%
PI
192
Parkside Investments
Illinois
$11.1M -$325K -2,500 -3%
CIC
193
Carnegie Investment Counsel
Ohio
$11M -$44K -338 -0.4%
APF
194
Alaska Permanent Fund
Alaska
$10.8M
CC
195
Callan Capital
California
$10.8M +$1.02M +7,852 +11%
TS
196
Tamar Securities
California
$10.7M +$14.2K +109 +0.1%
Man Group
197
Man Group
United Kingdom
$10.7M +$10.2M +78,172 New
AT
198
Arvest Trust
Oklahoma
$10.7M +$77.7K +597 +0.8%
RCP
199
Rothschild Capital Partners
New York
$10.6M -$3.18M -24,462 -24%
GM
200
GeoWealth Management
Illinois
$10.6M +$645K +4,962 +7%

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.