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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
BWM
376
BigSur Wealth Management
Florida
$2.54M
LWM
377
Loveless Wealth Management
Montana
$2.54M +$17K +139 +0.7%
BC
378
Bartlett & Co
Ohio
$2.53M -$6.13K -50 -0.2%
BCWM
379
Bartlett & Co Wealth Management
Ohio
$2.53M -$6.13K -50 -0.2%
IWC
380
Integrated Wealth Concepts
Massachusetts
$2.52M +$273K +2,229 +13%
AWA
381
Arkadios Wealth Advisors
Georgia
$2.51M +$702K +5,728 +40%
IOOF
382
Independent Order of Foresters
Ontario, Canada
$2.51M
Macquarie Group
383
Macquarie Group
Australia
$2.51M +$2.45M +19,955 New
FHC
384
First Horizon Corporation
Tennessee
$2.5M -$542K -4,422 -18%
FFS
385
Founders Financial Securities
Maryland
$2.48M +$2.42M +19,711 New
SHWM
386
Smith & Howard Wealth Management
Georgia
$2.47M -$28.4K -232 -1%
CCT
387
Chemung Canal Trust
New York
$2.45M -$103K -842 -4%
BCM
388
Brookstone Capital Management
Illinois
$2.45M +$1.91M +15,574 +454%
PWM
389
Peterson Wealth Management
Nevada
$2.42M +$100K +816 +4%
OCPWS
390
One Charles Private Wealth Services
Massachusetts
$2.41M +$1.76M +14,320 +296%
LFAS
391
Level Four Advisory Services
Texas
$2.41M -$95.5K -779 -4%
RWB
392
RMR Wealth Builders
New Jersey
$2.39M -$460K -3,757 -17%
LWM
393
Lyell Wealth Management
California
$2.38M +$326K +2,660 +16%
PA
394
PFG Advisors
Arizona
$2.37M +$96.7K +789 +4%
ACA
395
Atlas Capital Advisors
Wyoming
$2.37M +$268K +2,189 +13%
BOM
396
Bank of Marin
California
$2.36M +$110K +897 +5%
LWM
397
Laidlaw Wealth Management
New York
$2.35M +$666K +5,433 +41%
CWM
398
Chesapeake Wealth Management
Virginia
$2.35M +$55.3K +451 +2%
CH
399
Canton Hathaway
Rhode Island
$2.35M +$179K +1,461 +9%
WI
400
Wintrust Investments
Illinois
$2.33M +$49.5K +404 +2%

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.