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State Street Health Care Select Sector SPDR ETF

1,463 hedge funds and large institutions have $27.9B invested in State Street Health Care Select Sector SPDR ETF in 2022 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 627 increasing their positions, 463 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 100

35% more repeat investments, than reductions

Existing positions increased: 627 | Existing positions reduced: 463

18% more funds holding in top 10

Funds holding in top 10: 106125 (+19)

2.03% more ownership

Funds ownership: 72.41%74.44% (+2%)

2% more funds holding

Funds holding: 1,4381,463 (+25)

26% less call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.65B

92% less capital invested

Capital invested by funds: $357B → $27.9B (-$330B)

Holders
1,463
Holders Change
+25
Holders Change %
+1.74%
% of All Funds
24.65%
Holding in Top 10
125
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+17.92%
% of All Funds
2.11%
New
143
Increased
627
Reduced
463
Closed
100
Calls
$1.22B
Puts
$1.65B
Net Calls
-$432M
Net Calls Change
+$288M
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
226
Mariner Independent Advisor Network
Kansas
$8.88M +$2.7M +20,632 +43%
CF
227
Centaurus Financial
California
$8.76M -$3.19M -24,323 -26%
AA
228
AlphaMark Advisors
Kentucky
$8.71M -$1.13M -8,588 -11%
LFPWM
229
Leicht Financial Planning & Wealth Management
New Jersey
$8.71M +$4.34M +33,092 +95%
V
230
Veritable
Delaware
$8.58M -$23.3K -178 -0.3%
EE
231
EWG Elevate
California
$8.58M +$8.77M +66,872 New
PPWP
232
Proquility Private Wealth Partners
Nevada
$8.57M +$9.83K +75 +0.1%
KF
233
Krilogy Financial
Missouri
$8.55M +$206K +1,573 +2%
FFG
234
Frisch Financial Group
New York
$8.53M +$253K +1,927 +3%
PWAC
235
Private Wealth Advisors (California)
California
$8.53M +$2.19M +16,712 +35%
Lazard Asset Management
236
Lazard Asset Management
New York
$8.52M +$1.58M +12,063 +22%
RSWM
237
Robertson Stephens Wealth Management
California
$8.51M -$687K -5,240 -7%
BRWA
238
B. Riley Wealth Advisors
Florida
$8.51M -$48K -366 -0.5%
PWMG
239
Prestige Wealth Management Group
New Jersey
$8.46M +$297K +2,263 +4%
CC
240
Callan Capital
California
$8.44M +$929K +7,091 +12%
IAN
241
Integrated Advisors Network
Texas
$8.42M +$474K +3,620 +6%
GWA
242
GGM Wealth Advisors
Maryland
$8.35M +$7.66M +58,433 +912%
CI
243
CPR Investments
Michigan
$8.33M +$8.51M +64,931 New
ZIG
244
Zurich Insurance Group
Switzerland
$8.27M +$712K +5,435 +9%
FIA
245
Foundations Investment Advisors
Arizona
$8.27M +$5.32M +40,559 +175%
EWM
246
Evercore Wealth Management
New York
$8.24M -$316K -2,407 -4%
BFEC
247
Benjamin F. Edwards & Company
Missouri
$8.23M -$2.09M -15,956 -20%
AIM
248
Astor Investment Management
Illinois
$8.21M -$2.72M -20,717 -24%
WCP
249
Welch Capital Partners
New York
$8.16M
Fidelity Investments
250
Fidelity Investments
Massachusetts
$8.15M +$59.4K +453 +0.7%

XLV Hedge Fund Activity: Q2 2022 in Review

1,463 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2022, worth a combined $27.9B — down 92% from $357B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new XLV positions and 100 closed out — a net gain of 43 holders — while 627 added to existing stakes and 463 trimmed.

The largest buyer was Bank of America, adding an estimated $595M. The largest seller was Barclays, cutting an estimated $576M.

  • 1,463 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2022, up from 1,438 in Q1 2022.
  • Funds reported $27.9B of State Street Health Care Select Sector SPDR ETF stock for Q2 2022, down 92% quarter-over-quarter.
  • 143 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2022 and 100 closed out, a net change of +43 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2022 was Bank of America, an estimated $595M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2022 was Barclays, an estimated $576M sold.

Based on aggregated 13F filings for Q2 2022.