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State Street Health Care Select Sector SPDR ETF

1,444 hedge funds and large institutions have $27.6B invested in State Street Health Care Select Sector SPDR ETF in 2021 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 554 increasing their positions, 406 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 256 | Existing positions closed: 66

36% more repeat investments, than reductions

Existing positions increased: 554 | Existing positions reduced: 406

20% more call options, than puts

Call options by funds: $2.63B | Put options by funds: $2.2B

13% more funds holding

Funds holding: 1,2731,444 (+171)

3% more funds holding in top 10

Funds holding in top 10: 9194 (+3)

0.96% more ownership

Funds ownership: 76.38%77.35% (+0.96%)

88% less capital invested

Capital invested by funds: $233B → $27.6B (-$205B)

Holders
1,444
Holders Change
+171
Holders Change %
+13.43%
% of All Funds
22.22%
Holding in Top 10
94
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.3%
% of All Funds
1.45%
New
256
Increased
554
Reduced
406
Closed
66
Calls
$2.63B
Puts
$2.2B
Net Calls
+$433M
Net Calls Change
+$98.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
226
Toth Financial Advisory
Virginia
$7.84M +$164K +1,232 +2%
ZIG
227
Zurich Insurance Group
Switzerland
$7.79M -$1.59M -11,949 -18%
ATPW
228
Ashton Thomas Private Wealth
Arizona
$7.74M +$1.26M +9,496 +21%
TCA
229
Transcend Capital Advisors
New Jersey
$7.71M +$146K +1,099 +2%
APA
230
American Portfolios Advisors
New York
$7.69M +$431K +3,247 +6%
SC
231
Scotia Capital
Ontario, Canada
$7.69M -$253K -1,909 -3%
Lazard Asset Management
232
Lazard Asset Management
New York
$7.69M
NAG
233
Northstar Advisory Group
New Jersey
$7.31M +$6.89M +51,891 New
PIN
234
Prudent Investors Network
California
$7.25M +$519K +3,912 +8%
HCMG
235
Howard Capital Management Group
California
$7.21M +$52.4K +395 +0.8%
BFWA
236
Benchmark Financial Wealth Advisors
Florida
$7.05M +$1.03M +7,778 +18%
CM
237
Caption Management
Oklahoma
$7.04M +$6.64M +50,000 New
W
238
WealthOne
New York
$6.98M -$933K -7,026 -12%
CPA
239
Capital Planning Advisors
California
$6.96M +$191K +1,437 +3%
SW
240
Simplicity Wealth
New Jersey
$6.93M +$6.54M +49,218 New
LRWA
241
Long Run Wealth Advisors
New York
$6.93M +$6.52M +49,099 New
MA
242
Mutual Advisors
Nebraska
$6.91M +$3.09M +23,294 +90%
MCM
243
MV Capital Management
Maryland
$6.89M -$147K -1,104 -2%
TF
244
Trek Financial
Arizona
$6.87M +$191K +1,440 +3%
BCM
245
Beaumont Capital Management
Massachusetts
$6.8M -$1.73M -13,005 -21%
JF
246
Jump Financial
Illinois
$6.7M +$2.18M +16,440 +53%
EFSCE
247
Enterprise Financial Services Corp (EFSC)
Missouri
$6.66M -$114K -856 -2%
IAN
248
Integrated Advisors Network
Texas
$6.66M +$1.65M +12,410 +36%
CC
249
Constitution Capital
Connecticut
$6.65M +$649K +4,890 +12%
PWAC
250
Private Wealth Advisors (California)
California
$6.64M -$160K -1,203 -2%

XLV Hedge Fund Activity: Q4 2021 in Review

1,444 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q4 2021, worth a combined $27.6B — down 88% from $233B a quarter earlier.

Buyers outnumbered sellers: 256 funds opened new XLV positions and 66 closed out — a net gain of 190 holders — while 554 added to existing stakes and 406 trimmed.

The largest buyer was Barclays, adding an estimated $609M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $244M.

  • 1,444 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q4 2021, up from 1,273 in Q3 2021.
  • Funds reported $27.6B of State Street Health Care Select Sector SPDR ETF stock for Q4 2021, down 88% quarter-over-quarter.
  • 256 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q4 2021 and 66 closed out, a net change of +190 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q4 2021 was Barclays, an estimated $609M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q4 2021 was BNP Paribas Financial Markets, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2021.