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State Street Health Care Select Sector SPDR ETF

1,520 hedge funds and large institutions have $28.1B invested in State Street Health Care Select Sector SPDR ETF in 2023 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 597 increasing their positions, 576 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more ownership

Funds ownership: 72.84%73.84% (+1%)

4% more repeat investments, than reductions

Existing positions increased: 597 | Existing positions reduced: 576

5% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 114

1% less funds holding

Funds holding: 1,5421,520 (-22)

4% less funds holding in top 10

Funds holding in top 10: 124119 (-5)

5% less capital invested

Capital invested by funds: $29.7B → $28.1B (-$1.58B)

26% less call options, than puts

Call options by funds: $1.31B | Put options by funds: $1.77B

Holders
1,520
Holders Change
-22
Holders Change %
-1.43%
% of All Funds
24.12%
Holding in Top 10
119
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.03%
% of All Funds
1.89%
New
108
Increased
597
Reduced
576
Closed
114
Calls
$1.31B
Puts
$1.77B
Net Calls
-$458M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.42B -$239M -1,798,630 -4%
JP Morgan Chase
2
JP Morgan Chase
New York
$2B +$94.5M +711,601 +5%
Morgan Stanley
3
Morgan Stanley
New York
$1.52B -$120M -901,728 -7%
GBWM
4
Granite Bay Wealth Management
New Hampshire
$962M +$948M +7,136,810 +6,740%
Wells Fargo
5
Wells Fargo
California
$856M -$92.8M -698,692 -10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$830M +$40M +301,355 +5%
LPL Financial
7
LPL Financial
California
$797M +$1.14M +8,605 +0.1%
NAM
8
Nissay Asset Management
Japan
$739M
RJA
9
Raymond James & Associates
Florida
$672M +$15.8M +119,011 +2%
Goldman Sachs
10
Goldman Sachs
New York
$566M -$439M -3,307,155 -43%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$555M -$6.25M -47,085 -1%
Truist Financial
12
Truist Financial
North Carolina
$509M +$55K +414 +0%
UBS Group
13
UBS Group
Switzerland
$486M -$2.43M -18,311 -0.5%
WA
14
WestEnd Advisors
North Carolina
$430M +$19.4M +145,783 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$420M +$6.93M +52,215 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
16
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$394M -$75.6M -569,600 -16%
Bessemer Group
17
Bessemer Group
New Jersey
$387M -$36.8M -277,179 -8%
MMH
18
Menora Mivtachim Holdings
Israel
$328M -$5.26M -39,625 -2%
Charles Schwab
19
Charles Schwab
California
$314M +$120M +900,888 +59%
Ameriprise
20
Ameriprise
Minnesota
$304M -$204M -1,538,224 -39%
HIIFS
21
Harel Insurance Investments & Financial Services
Israel
$265M +$37K +279 +0%
Citigroup
22
Citigroup
New York
$215M +$54.4M +409,500 +33%
CM
23
Churchill Management
California
$202M +$8.59M +64,709 +4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$181M -$3.58M -26,929 -2%
PF
25
Phoenix Financial
Israel
$177M -$69.7M -524,695 -28%

XLV Hedge Fund Activity: Q3 2023 in Review

1,520 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2023, worth a combined $28.1B — down 5.3% from $29.7B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of XLV and 108 opened new positions — a net loss of 6 holders — while 576 trimmed existing stakes and 597 added.

The largest buyer was Granite Bay Wealth Management, adding an estimated $948M. The largest seller was Goldman Sachs, cutting an estimated $439M.

  • 1,520 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2023, down from 1,542 in Q2 2023.
  • Funds reported $28.1B of State Street Health Care Select Sector SPDR ETF stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 108 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2023 and 114 closed out, a net change of -6 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $948M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2023 was Goldman Sachs, an estimated $439M sold.

Based on aggregated 13F filings for Q3 2023.