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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
HSBC Holdings
201
HSBC Holdings
United Kingdom
$10.6M -$4.94M -38,007 -33%
LFS
202
Legacy Financial Strategies
Kansas
$10.6M -$22K -169 -0.2%
HNW
203
High Note Wealth
Minnesota
$10.4M +$1.63M +12,495 +20%
MWPCG
204
Measured Wealth Private Client Group
New Hampshire
$10.4M -$25K -192 -0.3%
FTS
205
Fifth Third Securities
Ohio
$10.3M +$19.5K +150 +0.2%
SPIA
206
Steward Partners Investment Advisory
New York
$10.2M +$1.31M +10,033 +15%
FFG
207
Frisch Financial Group
New York
$10.2M +$247K +1,900 +3%
HWA
208
Hilltop Wealth Advisors
North Carolina
$10.2M -$10.1M -77,326 -51%
ATPW
209
Ashton Thomas Private Wealth
Arizona
$10.1M -$1.96M -15,052 -17%
TAM
210
Tocqueville Asset Management
New York
$10M
FMC
211
First Merchants Corp
Indiana
$9.98M -$59.3K -456 -0.6%
DS
212
DRW Securities
Illinois
$9.82M +$9.37M +72,024 New
HPC
213
Hobart Private Capital
North Carolina
$9.52M -$994K -7,640 -10%
KA
214
Kozak & Associates
Colorado
$9.43M +$2.57M +19,749 +41%
KWM
215
Keebeck Wealth Management
Illinois
$9.37M +$156K +1,196 +2%
ACA
216
Aspire Capital Advisors
Washington
$9.36M -$2.08M -15,988 -19%
FWM
217
Focused Wealth Management
New York
$9.34M -$112K -858 -1%
AA
218
AlphaMark Advisors
Kentucky
$9.34M +$311K +2,394 +4%
MC
219
Martin & Co
Tennessee
$9.34M -$146K -1,125 -2%
NTIC
220
Napean Trading & Investment Company
Singapore
$9.32M +$8.89M +68,316 New
BFWA
221
Benchmark Financial Wealth Advisors
Florida
$9.31M -$196K -1,504 -2%
PA
222
PFG Advisors
Arizona
$9.27M +$69.2K +532 +0.8%
PPWP
223
Proquility Private Wealth Partners
Nevada
$9.25M +$476K +3,660 +6%
VIA
224
Vickerman Investment Advisors
Washington
$9.25M +$823K +6,327 +10%
TFCP
225
Twin Focus Capital Partners
Massachusetts
$9.24M +$2.47M +19,010 +39%

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.