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State Street Health Care Select Sector SPDR ETF

1,606 hedge funds and large institutions have $31.5B invested in State Street Health Care Select Sector SPDR ETF in 2022 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 678 increasing their positions, 437 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 272 | Existing positions closed: 53

55% more repeat investments, than reductions

Existing positions increased: 678 | Existing positions reduced: 437

31% more funds holding in top 10

Funds holding in top 10: 121158 (+37)

22% more capital invested

Capital invested by funds: $25.9B → $31.5B (+$5.65B)

13% more funds holding

Funds holding: 1,4221,606 (+184)

0.95% more ownership

Funds ownership: 72.02%72.97% (+0.95%)

55% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $2.92B

Holders
1,606
Holders Change
+184
Holders Change %
+12.94%
% of All Funds
25.82%
Holding in Top 10
158
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+30.58%
% of All Funds
2.54%
New
272
Increased
678
Reduced
437
Closed
53
Calls
$1.3B
Puts
$2.92B
Net Calls
-$1.62B
Net Calls Change
-$809M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.54B -$230M -1,735,576 -4%
JP Morgan Chase
2
JP Morgan Chase
New York
$2.44B -$99.5M -750,594 -4%
Morgan Stanley
3
Morgan Stanley
New York
$2.26B +$529M +3,988,643 +32%
Wells Fargo
4
Wells Fargo
California
$1.1B +$48.3M +364,622 +5%
LPL Financial
5
LPL Financial
California
$975M +$148M +1,116,335 +18%
AWA
6
Arete Wealth Advisors
Illinois
$826M +$69.8K +527 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$809M +$53.5M +403,739 +7%
RJA
8
Raymond James & Associates
Florida
$666M +$14M +105,540 +2%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$604M -$3.42M -25,805 -0.6%
UBS Group
10
UBS Group
Switzerland
$597M -$56.1M -423,538 -9%
Goldman Sachs
11
Goldman Sachs
New York
$596M -$336M -2,533,825 -37%
Truist Financial
12
Truist Financial
North Carolina
$568M +$9.8M +73,939 +2%
Ameriprise
13
Ameriprise
Minnesota
$448M +$40.4M +304,898 +10%
PF
14
Phoenix Financial
Israel
$429M +$130M +980,560 +45%
WA
15
WestEnd Advisors
North Carolina
$423M -$12.9M -97,325 -3%
NAM
16
Nissay Asset Management
Japan
$420M -$138M -1,042,675 -25%
Bessemer Group
17
Bessemer Group
New Jersey
$400M +$131M +986,269 +50%
HIIFS
18
Harel Insurance Investments & Financial Services
Israel
$349M +$95.9M +723,734 +39%
CM
19
Churchill Management
California
$324M +$5.63M +42,450 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$315M +$46M +346,879 +18%
MIH
21
Meitav Investment House
Israel
$284M -$1.27M -9,588 -0.5%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$249M -$70.7M -533,310 -23%
BlackRock
23
BlackRock
New York
$221M -$9.56M -72,113 -4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$208M +$19.8M +149,712 +11%
Millennium Management
25
Millennium Management
New York
$193M +$161M +1,213,094 +582%

XLV Hedge Fund Activity: Q4 2022 in Review

1,606 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q4 2022, worth a combined $31.5B — up 22% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 272 funds opened new XLV positions and 53 closed out — a net gain of 219 holders — while 678 added to existing stakes and 437 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $529M. The largest seller was Goldman Sachs, cutting an estimated $336M.

  • 1,606 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q4 2022, up from 1,422 in Q3 2022.
  • Funds reported $31.5B of State Street Health Care Select Sector SPDR ETF stock for Q4 2022, up 22% quarter-over-quarter.
  • 272 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q4 2022 and 53 closed out, a net change of +219 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q4 2022 was Morgan Stanley, an estimated $529M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q4 2022 was Goldman Sachs, an estimated $336M sold.

Based on aggregated 13F filings for Q4 2022.