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State Street SPDR S&P Health Care Services ETF

53 hedge funds and large institutions have $112M invested in State Street SPDR S&P Health Care Services ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

171% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 7

122% more capital invested

Capital invested by funds: $50.2M → $112M (+$61.4M)

29% more funds holding

Funds holding: 4153 (+12)

16.71% more ownership

Funds ownership: 35.92%52.63% (+17%)

Holders
53
Holders Change
+12
Holders Change %
+29.27%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.6M +$10.2M +91,445 +49%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$30.3M +$29.4M +264,712 New
RWA
3
Redhawk Wealth Advisors
Minnesota
$6.54M +$6.35M +57,178 New
CI
4
Cavalier Investments
Georgia
$4.47M +$1.25M +11,295 +41%
Bank of America
5
Bank of America
North Carolina
$3.93M -$985K -8,869 -21%
LPL Financial
6
LPL Financial
California
$3.77M +$1.09M +9,784 +42%
Ameriprise
7
Ameriprise
Minnesota
$3.68M +$118K +1,061 +3%
Wells Fargo
8
Wells Fargo
California
$3.62M +$492K +4,431 +16%
OCM
9
Orser Capital Management
Texas
$3.33M +$872K +7,850 +42%
FEM
10
Fulcrum Equity Management
Texas
$2.39M +$2.32M +20,882 New
UBS Group
11
UBS Group
Switzerland
$1.84M +$2K +18 +0.1%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.73M +$230K +2,071 +16%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.31M +$479K +4,314 +61%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.21M +$143K +1,290 +14%
PAG
15
Private Advisor Group
New Jersey
$988K +$68.6K +618 +8%
ST
16
Spinnaker Trust
Maine
$961K
RJA
17
Raymond James & Associates
Florida
$935K +$110K +993 +14%
TRCT
18
Tower Research Capital (TRC)
New York
$903K +$877K +7,896 New
WWM
19
Western Wealth Management
Colorado
$700K -$1.78K -16 -0.3%
Truist Financial
20
Truist Financial
North Carolina
$694K -$56.9K -512 -8%
BAM
21
Belpointe Asset Management
Nevada
$694K +$674K +6,072 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$667K +$647K +5,831 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$660K +$240K +2,162 +60%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$635K +$29.2K +263 +5%
Citadel Advisors
25
Citadel Advisors
Florida
$488K +$474K +4,270 New

XHS Hedge Fund Activity: Q2 2021 in Review

53 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q2 2021, worth a combined $112M — up 122% from $50.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XHS positions and 1 closed out — a net gain of 12 holders — while 19 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $29.4M. The largest seller was Bank of America, cutting an estimated $985K.

  • 53 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q2 2021, up from 41 in Q1 2021.
  • Funds reported $112M of State Street SPDR S&P Health Care Services ETF stock for Q2 2021, up 122% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q2 2021 and 1 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Health Care Services ETF buyer in Q2 2021 was Raymond James Financial Services Advisors, an estimated $29.4M added.
  • The largest State Street SPDR S&P Health Care Services ETF seller in Q2 2021 was Bank of America, an estimated $985K sold.

Based on aggregated 13F filings for Q2 2021.