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State Street SPDR S&P Health Care Services ETF

51 hedge funds and large institutions have $47.5M invested in State Street SPDR S&P Health Care Services ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 5351 (-2)

18.42% less ownership

Funds ownership: 52.2%33.78% (-18%)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

44% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 18

53% less capital invested

Capital invested by funds: $101M → $47.5M (-$53.3M)

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.7M -$19.6M -187,863 -57%
OCM
2
Orser Capital Management
Texas
$3.89M +$164K +1,570 +6%
Bank of America
3
Bank of America
North Carolina
$3.54M -$78.6K -754 -2%
CI
4
Cavalier Investments
Georgia
$3.24M -$1.8M -17,275 -36%
LPL Financial
5
LPL Financial
California
$2.41M -$545K -5,226 -19%
Wells Fargo
6
Wells Fargo
California
$1.55M -$752K -7,214 -33%
WWM
7
Western Wealth Management
Colorado
$1.48M +$1.45M +13,887 New
UBS Group
8
UBS Group
Switzerland
$1.34M -$7.08K -68 -0.5%
CA
9
CoreCap Advisors
Michigan
$1.28M +$1.26M +12,053 New
Citadel Advisors
10
Citadel Advisors
Florida
$1.26M +$1.24M +11,915 New
RJA
11
Raymond James & Associates
Florida
$1.24M +$418K +4,012 +52%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.04M -$27.7M -265,899 -96%
TRCT
13
Tower Research Capital (TRC)
New York
$989K +$852K +8,180 +712%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$984K -$35.2K -338 -4%
Truist Financial
15
Truist Financial
North Carolina
$925K -$356K -3,420 -28%
ST
16
Spinnaker Trust
Maine
$891K
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$828K -$106K -1,014 -11%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$789K -$231K -2,218 -23%
HighTower Advisors
19
HighTower Advisors
Illinois
$733K -$980K -9,404 -58%
BAM
20
Belpointe Asset Management
Nevada
$688K +$20.5K +197 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$562K +$128K +1,225 +30%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$378K +$37.6K +361 +11%
Millennium Management
23
Millennium Management
New York
$348K +$52.5K +504 +18%
SF
24
Synovus Financial
Georgia
$326K +$27.6K +265 +9%
NL
25
NWAM LLC
Washington
$311K

XHS Hedge Fund Activity: Q4 2021 in Review

51 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q4 2021, worth a combined $47.5M — down 53% from $101M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of XHS and 7 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 10 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.24M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $27.7M.

  • 51 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q4 2021, down from 53 in Q3 2021.
  • Funds reported $47.5M of State Street SPDR S&P Health Care Services ETF stock for Q4 2021, down 53% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q4 2021 and 9 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Health Care Services ETF buyer in Q4 2021 was Citadel Advisors, an estimated $1.24M added.
  • The largest State Street SPDR S&P Health Care Services ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2021.