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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
KF
251
Krilogy Financial
Missouri
$6.57M -$1.14M -8,561 -16%
HWM
252
Heirloom Wealth Management
Colorado
$6.53M +$6.72M +50,627 New
SIMM
253
Stillwater Investment Management (Minnesota)
Minnesota
$6.5M +$312K +2,349 +5%
ST
254
Sabal Trust
Florida
$6.41M +$240K +1,806 +4%
AWM
255
Accurate Wealth Management
Florida
$6.35M +$1.25M +9,449 +26%
SW
256
SkyOak Wealth
Michigan
$6.33M +$85.9K +647 +1%
PP
257
Paloma Partners
Connecticut
$6.25M +$2.33M +17,558 +66%
SI
258
Stephens Inc
Arkansas
$6.23M -$135K -1,019 -2%
IWP
259
Innova Wealth Partners
Pennsylvania
$6.12M +$193K +1,452 +3%
WS
260
Wedbush Securities
California
$6.08M +$1.71M +12,859 +42%
BS
261
Banco Santander
Spain
$6.06M -$3.59M -27,030 -39%
BFIC
262
Bedell Frazier Investment Counselling
California
$6.04M +$61.7K +465 +1%
BZWA
263
Blue Zone Wealth Advisors
California
$6M +$95.3K +718 +2%
PGFC
264
Peapack-Gladstone Financial Corp
New Jersey
$5.99M -$23.2K -175 -0.4%
TTWM
265
TCV Trust & Wealth Management
Virginia
$5.96M +$266 +2 +0%
MFW
266
Meristem Family Wealth
Minnesota
$5.94M +$23.2K +175 +0.4%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$5.9M +$5.56M +41,874 New
AWM
268
Atticus Wealth Management
Florida
$5.87M +$821K +6,181 +17%
ASN
269
Advisory Services Network
Georgia
$5.78M +$337K +2,539 +7%
UAS
270
United Asset Strategies
New York
$5.75M +$546K +4,112 +11%
Lido Advisors
271
Lido Advisors
California
$5.68M -$28.8K -217 -0.5%
TW
272
TrinityPoint Wealth
Connecticut
$5.64M +$261K +1,964 +5%
BGDI
273
BW Gestao de Investimentos
Brazil
$5.64M -$2.66M -20,000 -33%
BCA
274
Bray Capital Advisors
Florida
$5.61M +$380K +2,864 +8%
FDCDDQ
275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.6M -$61.3K -462 -1%

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.