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State Street SPDR S&P Health Care Services ETF

53 hedge funds and large institutions have $101M invested in State Street SPDR S&P Health Care Services ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 5353 (0)

0.43% less ownership

Funds ownership: 52.63%52.2% (-0.43%)

10% less capital invested

Capital invested by funds: $112M → $101M (-$10.8M)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
19
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
$34M +$5.53M +50,234 +18%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$28.7M +$1.22M +11,046 +4%
CI
3
Cavalier Investments
Georgia
$4.99M +$965K +8,768 +22%
Bank of America
4
Bank of America
North Carolina
$3.56M -$24.2K -220 -0.6%
OCM
5
Orser Capital Management
Texas
$3.31M -$45.1K -410 -2%
LPL Financial
6
LPL Financial
California
$2.91M -$558K -5,069 -15%
Ameriprise
7
Ameriprise
Minnesota
$2.54M -$1.04M -9,426 -29%
Wells Fargo
8
Wells Fargo
California
$2.28M -$1.08M -9,794 -31%
FEM
9
Fulcrum Equity Management
Texas
$2.19M +$13.1K +119 +0.6%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.71M +$139K +1,262 +8%
UBS Group
11
UBS Group
Switzerland
$1.33M -$370K -3,364 -21%
Truist Financial
12
Truist Financial
North Carolina
$1.26M +$669K +6,078 +100%
WDL
13
Well Done LLC
Michigan
$1.04M +$1.1M +9,976 New
FTUS
14
Flow Traders U.S.
New York
$1.01M +$1.07M +9,704 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.01M +$428K +3,884 +67%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1M -$101K -918 -9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$919K -$287K -2,605 -23%
ST
18
Spinnaker Trust
Maine
$876K
RJA
19
Raymond James & Associates
Florida
$803K -$51.8K -471 -6%
Stifel Financial
20
Stifel Financial
Missouri
$765K +$809K +7,346 New
BAM
21
Belpointe Asset Management
Nevada
$655K +$24K +218 +4%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$537K -$74K -672 -12%
Osaic Holdings
23
Osaic Holdings
Arizona
$423K -$1.43K -13 -0.3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$334K -$258K -2,347 -42%
NL
25
NWAM LLC
Washington
$305K

XHS Hedge Fund Activity: Q3 2021 in Review

53 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q3 2021, worth a combined $101M — down 9.7% from $112M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XHS positions and 6 closed out — a net gain of 1 holder — while 10 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.53M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $6.54M sold.

  • 53 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $101M of State Street SPDR S&P Health Care Services ETF stock for Q3 2021, down 9.7% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q3 2021 and 6 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Health Care Services ETF buyer in Q3 2021 was Morgan Stanley, an estimated $5.53M added.
  • The largest State Street SPDR S&P Health Care Services ETF seller in Q3 2021 was Redhawk Wealth Advisors, an estimated $6.54M sold.

Based on aggregated 13F filings for Q3 2021.