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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
BFEC
376
Benjamin F. Edwards & Company
Missouri
$3.37M -$438K -3,302 -12%
FIA
377
Foundations Investment Advisors
Arizona
$3.34M +$1.06M +7,975 +48%
1IA
378
1834 Investment Advisors
Wisconsin
$3.33M -$97.6K -735 -3%
DWA
379
Delos Wealth Advisors
Texas
$3.33M +$76.3K +575 +2%
HFW
380
Horizon Family Wealth
Illinois
$3.29M +$3.1M +23,380 New
BAM
381
Belpointe Asset Management
Nevada
$3.26M -$5.52M -41,548 -64%
RWB
382
RMR Wealth Builders
New Jersey
$3.25M +$359K +2,707 +13%
PAS
383
Park Avenue Securities
New York
$3.25M +$296K +2,226 +11%
MSAGDF
384
Moneda SA Administradora General de Fondos
Chile
$3.24M
BRG
385
Bay Rivers Group
Virginia
$3.24M +$47K +354 +2%
RCP
386
Rothschild Capital Partners
New York
$3.23M +$3.04M +22,925 New
BFS
387
Bard Financial Services
Connecticut
$3.23M
CAC
388
Certified Advisory Corp
Florida
$3.22M +$74.9K +564 +3%
WB
389
WesBanco Bank
West Virginia
$3.21M -$192K -1,445 -6%
TA
390
TruWealth Advisors
Louisiana
$3.2M +$3.45K +26 +0.1%
SFS
391
Sowell Financial Services
Arkansas
$3.19M +$18.6K +140 +0.6%
SHA
392
Seneca House Advisors
Virginia
$3.16M -$343K -2,581 -10%
MSAM
393
Moloney Securities Asset Management
Missouri
$3.16M +$33.9K +255 +1%
HI
394
Harbour Investments
Wisconsin
$3.16M -$4.57M -34,431 -61%
WAM
395
Weatherly Asset Management
California
$3.14M
FFS
396
Founders Financial Securities
Maryland
$3.14M +$328K +2,467 +12%
DJSG
397
D.J. St. Germain
Massachusetts
$3.13M +$1.56M +11,720 +112%
Koshinski Asset Management
398
Koshinski Asset Management
Illinois
$3.12M -$149K -1,122 -5%
MP
399
McDonald Partners
Ohio
$3.11M +$2.72M +20,522 +1,301%
ACM
400
Absolute Capital Management
Pennsylvania
$3.11M +$2.93M +22,099 New

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.