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State Street Health Care Select Sector SPDR ETF

1,202 hedge funds and large institutions have $206B invested in State Street Health Care Select Sector SPDR ETF in 2021 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 501 increasing their positions, 380 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

938% more capital invested

Capital invested by funds: $19.8B → $206B (+$186B)

47% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 76

32% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 380

31% more funds holding in top 10

Funds holding in top 10: 5876 (+18)

17% more call options, than puts

Call options by funds: $2B | Put options by funds: $1.71B

2% more funds holding

Funds holding: 1,1811,202 (+21)

2.45% less ownership

Funds ownership: 80.44%77.99% (-2.5%)

Holders
1,202
Holders Change
+21
Holders Change %
+1.78%
% of All Funds
20.92%
Holding in Top 10
76
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+31.03%
% of All Funds
1.32%
New
112
Increased
501
Reduced
380
Closed
76
Calls
$2B
Puts
$1.71B
Net Calls
+$286M
Net Calls Change
+$688M
Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
251
Blue Zone Wealth Advisors
California
$5.3M -$116K -944 -2%
CC
252
Constitution Capital
Connecticut
$5.27M +$77.2K +630 +2%
SIMM
253
Stillwater Investment Management (Minnesota)
Minnesota
$5.26M +$188K +1,537 +4%
PGFC
254
Peapack-Gladstone Financial Corp
New Jersey
$5.25M +$141K +1,150 +3%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$5.15M
IWP
256
Innova Wealth Partners
Pennsylvania
$5.07M +$117K +957 +2%
BBVA
257
Banco Bilbao Vizcaya Argentaria
Spain
$5.03M +$1.56M +12,714 +47%
CWP
258
Capital Wealth Planning
Florida
$5M +$6.61M +53,912 +200%
AWM
259
Atticus Wealth Management
Florida
$4.96M +$96.3K +786 +2%
Lido Advisors
260
Lido Advisors
California
$4.93M -$199K -1,621 -4%
TF
261
TIAA FSB
Florida
$4.91M -$359K -2,932 -7%
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.9M +$259K +2,110 +6%
EH
263
Equitable Holdings
New York
$4.89M -$300K -2,451 -6%
BOPW
264
Brandywine Oak Private Wealth
Pennsylvania
$4.88M +$54K +441 +1%
PP
265
Patten & Patten
Tennessee
$4.87M +$26.7K +218 +0.6%
KPW
266
Kore Private Wealth
New York
$4.87M +$993K +8,104 +27%
Comerica Bank
267
Comerica Bank
Texas
$4.75M +$603K +4,922 +16%
AWE
268
Avidian Wealth Enterprises
Texas
$4.72M +$4.03M +32,856 +716%
OC
269
Oppenheimer & Co
New York
$4.71M +$1.16M +9,472 +34%
IFA
270
Interactive Financial Advisors
Illinois
$4.68M +$516K +4,212 +13%
MA
271
Modus Advisors
Minnesota
$4.66M +$152K +1,244 +3%
Deutsche Bank
272
Deutsche Bank
Germany
$4.64M +$713K +5,817 +19%
BCA
273
Bray Capital Advisors
Florida
$4.64M +$175K +1,427 +4%
MFW
274
Meristem Family Wealth
Minnesota
$4.62M +$994K +8,110 +28%
TW
275
TrinityPoint Wealth
Connecticut
$4.52M +$362K +2,950 +9%

XLV Hedge Fund Activity: Q2 2021 in Review

1,202 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2021, worth a combined $206B — up 938% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new XLV positions and 76 closed out — a net gain of 36 holders — while 501 added to existing stakes and 380 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $322M. The largest seller was Natixis, exiting entirely with an estimated $245M sold.

  • 1,202 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2021, up from 1,181 in Q1 2021.
  • Funds reported $206B of State Street Health Care Select Sector SPDR ETF stock for Q2 2021, up 938% quarter-over-quarter.
  • 112 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2021 and 76 closed out, a net change of +36 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $322M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2021 was Natixis, an estimated $245M sold.

Based on aggregated 13F filings for Q2 2021.