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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
Bank of America
1
Bank of America
North Carolina
$5.64B -$92.7M -712,916 -2%
Morgan Stanley
2
Morgan Stanley
New York
$3.28B +$1.59B +12,236,977 +103%
JP Morgan Chase
3
JP Morgan Chase
New York
$2B -$110M -844,672 -5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$951M +$67.7M +520,611 +8%
Wells Fargo
5
Wells Fargo
California
$937M +$28.4M +218,055 +3%
GBWM
6
Granite Bay Wealth Management
New Hampshire
$908M -$33.5M -257,156 -4%
LPL Financial
7
LPL Financial
California
$839M -$4.65M -35,760 -0.6%
NAM
8
Nissay Asset Management
Japan
$783M
RJA
9
Raymond James & Associates
Florida
$764M +$49.3M +378,702 +7%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$613M +$23.9M +183,757 +4%
Truist Financial
11
Truist Financial
North Carolina
$559M +$18.4M +141,190 +4%
UBS Group
12
UBS Group
Switzerland
$534M +$17.8M +137,132 +4%
WA
13
WestEnd Advisors
North Carolina
$488M +$30.9M +237,210 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$480M +$33.1M +254,765 +8%
Goldman Sachs
15
Goldman Sachs
New York
$457M -$136M -1,045,878 -24%
Bessemer Group
16
Bessemer Group
New Jersey
$391M -$18.4M -141,640 -5%
HIIFS
17
Harel Insurance Investments & Financial Services
Israel
$385M +$99.7M +766,066 +37%
Ameriprise
18
Ameriprise
Minnesota
$356M +$33.1M +254,761 +11%
Charles Schwab
19
Charles Schwab
California
$301M -$30.4M -233,611 -10%
CM
20
Churchill Management
California
$294M +$77.2M +593,619 +38%
Caisse de Depot et Placement du Quebec (CDPQ)
21
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$234M -$174M -1,340,300 -44%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$201M +$9.36M +71,952 +5%
Citigroup
23
Citigroup
New York
$196M -$29.6M -227,494 -14%
MIH
24
Meitav Investment House
Israel
$178M -$214K -1,643 -0.1%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$171M +$79.5M +611,191 +95%

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.