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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
BFA
301
Benedict Financial Advisors
Georgia
$3.89M +$116K +949 +3%
MBTD
302
Mechanics Bank - Trust Department
California
$3.86M -$66.3K -541 -2%
HT
303
HAP Trading
New York
$3.78M +$3.68M +30,045 New
WS
304
Wedbush Securities
California
$3.75M +$31.9K +260 +0.9%
BP
305
BBR Partners
New York
$3.74M -$273K -2,227 -7%
MIAN
306
Mariner Independent Advisor Network
Kansas
$3.73M -$3.56M -29,013 -49%
DLHL
307
Donald L. Hagan LLC
Florida
$3.66M +$1.72M +14,002 +93%
SW
308
SVB Wealth
Massachusetts
$3.65M -$2.1M -17,168 -37%
CIP
309
Capital Insight Partners
Arizona
$3.65M -$58.8K -480 -2%
PA
310
Pinnacle Associates
New York
$3.63M +$358K +2,925 +11%
WWM
311
WT Wealth Management
Arizona
$3.61M +$228K +1,862 +7%
ACP
312
Aveo Capital Partners
Colorado
$3.59M +$325K +2,652 +10%
SFG
313
StrategIQ Financial Group
Indiana
$3.57M +$77.8K +635 +2%
MCM
314
Magnolia Capital Management
New York
$3.56M
NA
315
NewEdge Advisors
Louisiana
$3.56M -$121K -987 -3%
NCM
316
Next Capital Management
New York
$3.52M +$203K +1,658 +6%
SHA
317
Seneca House Advisors
Virginia
$3.49M -$398K -3,247 -10%
PPA
318
Parametric Portfolio Associates
Washington
$3.48M +$504K +4,111 +18%
MAM
319
Marquette Asset Management
Minnesota
$3.43M
TCB
320
Texas Capital Bancshares
Texas
$3.42M +$3.33M +27,194 New
PFT
321
Providence First Trust
Arizona
$3.41M
1IA
322
1834 Investment Advisors
Wisconsin
$3.39M -$1.9M -15,507 -37%
TCM
323
Triumph Capital Management
Colorado
$3.37M +$3.21M +26,203 New
FSC
324
Full Sail Capital
Oklahoma
$3.35M -$47.9K -391 -1%
MFG
325
Magnus Financial Group
New York
$3.35M +$236K +1,925 +8%

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.