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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
KA
401
Kovack Advisors
Florida
$3.1M +$524K +3,945 +22%
JWA
402
JFS Wealth Advisors
Pennsylvania
$3.09M +$130K +978 +5%
MAM
403
Meeder Asset Management
Ohio
$3.07M +$795K +5,986 +38%
PA
404
PFG Advisors
Arizona
$3.07M -$137K -1,035 -5%
GIA
405
Gladstone Institutional Advisory
Florida
$3.05M +$756K +5,695 +36%
LWM
406
Lyell Wealth Management
California
$3.03M +$139K +1,050 +5%
PWP
407
Principle Wealth Partners
Connecticut
$3.02M -$89.8K -676 -3%
ACM
408
Antonetti Capital Management
Florida
$3.01M -$28.9K -218 -1%
SJIM
409
St. Johns Investment Management
Florida
$3.01M -$121K -911 -4%
CH
410
Canton Hathaway
Rhode Island
$2.98M +$208K +1,567 +8%
VF
411
Virtu Financial
New York
$2.98M +$2.81M +21,135 New
ANTB
412
AMG National Trust Bank
Colorado
$2.95M +$106K +800 +4%
GIM
413
Grassi Investment Management
California
$2.93M +$305K +2,294 +12%
LWM
414
Loveless Wealth Management
Montana
$2.93M +$69.7K +525 +3%
ST
415
Sentinel Trust
Texas
$2.91M +$2.74M +20,658 New
PWM
416
Peterson Wealth Management
Nevada
$2.9M +$147K +1,108 +6%
GTCM
417
Gyon Technologies Capital Management
New Jersey
$2.89M +$462K +3,482 +20%
AF
418
Advisornet Financial
Minnesota
$2.87M +$262K +1,971 +11%
SSB
419
Sandy Spring Bank
Maryland
$2.87M -$13.7K -103 -0.5%
C
420
Certuity
Florida
$2.85M -$26.8K -202 -1%
BWM
421
BigSur Wealth Management
Florida
$2.84M
AGA
422
Accuvest Global Advisors
Utah
$2.83M -$1.46M -10,969 -35%
HWIS
423
Hancock Whitney Investment Services
Louisiana
$2.82M +$2.66M +20,024 New
USCWA
424
U.S. Capital Wealth Advisors
Texas
$2.82M -$415K -3,127 -14%
BCWM
425
Bartlett & Co Wealth Management
Ohio
$2.81M -$18.5K -139 -0.7%

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.