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State Street SPDR S&P Health Care Services ETF

41 hedge funds and large institutions have $50.2M invested in State Street SPDR S&P Health Care Services ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $50.3M → $50.2M (-$46.7K)

0.79% less ownership

Funds ownership: 36.7%35.92% (-0.79%)

9% less funds holding

Funds holding: 4541 (-4)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
41
Holders Change
-4
Holders Change %
-8.89%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.7M -$4.42M -42,160 -19%
Bank of America
2
Bank of America
North Carolina
$4.6M -$190K -1,811 -4%
Ameriprise
3
Ameriprise
Minnesota
$3.32M +$486K +4,638 +17%
CI
4
Cavalier Investments
Georgia
$2.96M +$201K +1,917 +7%
Wells Fargo
5
Wells Fargo
California
$2.89M +$882K +8,417 +45%
LPL Financial
6
LPL Financial
California
$2.47M -$80.5K -769 -3%
OCM
7
Orser Capital Management
Texas
$2.17M +$675K +6,445 +53%
UBS Group
8
UBS Group
Switzerland
$1.71M -$2.25M -21,527 -57%
HighTower Advisors
9
HighTower Advisors
Illinois
$1.38M +$1.36M +12,995 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$983K +$36.8K +351 +4%
ST
11
Spinnaker Trust
Maine
$894K -$37.2K -355 -4%
PAG
12
Private Advisor Group
New Jersey
$854K +$841K +8,029 New
RJA
13
Raymond James & Associates
Florida
$764K +$528K +5,038 +234%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$757K +$299K +2,858 +67%
Truist Financial
15
Truist Financial
North Carolina
$700K +$689K +6,580 New
WWM
16
Western Wealth Management
Colorado
$653K +$643K +6,142 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$563K +$242K +2,315 +78%
Osaic Holdings
18
Osaic Holdings
Arizona
$385K -$1.24M -11,805 -77%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$385K -$559K -5,333 -60%
WI
20
WBI Investments
New Jersey
$362K +$93.1K +889 +35%
NL
21
NWAM LLC
Washington
$312K -$10.5K -100 -3%
EH
22
Equitable Holdings
New York
$267K
SMF
23
Sterling Manor Financial
New York
$245K -$47.1K -450 -16%
BRWM
24
B. Riley Wealth Management
Tennessee
$245K -$24.6K -235 -9%
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$120K

XHS Hedge Fund Activity: Q1 2021 in Review

41 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q1 2021, worth a combined $50.2M — down 0.09% from $50.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XHS and 4 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 10 added.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $1.36M. The largest seller was Morgan Stanley, cutting an estimated $4.42M.

  • 41 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q1 2021, down from 45 in Q4 2020.
  • Funds reported $50.2M of State Street SPDR S&P Health Care Services ETF stock for Q1 2021, down 0.09% quarter-over-quarter.
  • 4 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q1 2021 and 6 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Health Care Services ETF buyer in Q1 2021 was HighTower Advisors, an estimated $1.36M added.
  • The largest State Street SPDR S&P Health Care Services ETF seller in Q1 2021 was Morgan Stanley, an estimated $4.42M sold.

Based on aggregated 13F filings for Q1 2021.