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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
KAH
476
Kathryn A. Hall
$1.57M
CG
477
Caprock Group
Idaho
$1.57M +$136K +1,111 +10%
BA
478
Birinyi Associates
Connecticut
$1.57M
PWM
479
Purus Wealth Management
California
$1.56M +$43.4K +354 +3%
Chevy Chase Trust
480
Chevy Chase Trust
Maryland
$1.55M +$62.9K +513 +4%
M&T Bank
481
M&T Bank
New York
$1.55M +$453K +3,698 +43%
CW
482
CreativeOne Wealth
Kansas
$1.53M +$219K +1,790 +17%
CL
483
Cabana LLC
Arkansas
$1.52M +$1.48M +12,048 New
SCM
484
SOL Capital Management
Maryland
$1.5M
LCM
485
LVM Capital Management
Michigan
$1.5M +$60.4K +493 +4%
DWM
486
Darwin Wealth Management
Florida
$1.48M +$1.08M +8,829 +299%
9WM
487
9258 Wealth Management
Ohio
$1.48M +$197K +1,605 +16%
AWM
488
Avitas Wealth Management
California
$1.47M -$120K -982 -8%
KC
489
Kepos Capital
New York
$1.47M -$8.23M -67,186 -85%
DI
490
Diligent Investors
California
$1.47M -$64.6K -527 -4%
HH
491
Hilltop Holdings
Texas
$1.46M +$198K +1,612 +16%
WCM
492
WealthBridge Capital Management
Ohio
$1.45M -$4.9K -40 -0.3%
EWA
493
Exencial Wealth Advisors
Oklahoma
$1.45M -$3.92K -32 -0.3%
RBFC
494
Roman Butler Fullerton & Co
Missouri
$1.45M +$4.17K +34 +0.3%
APW
495
Acima Private Wealth
Virginia
$1.45M
CCFM
496
Clear Creek Financial Management
Washington
$1.45M +$1.41M +11,499 New
SFA
497
Source Financial Advisors
New York
$1.45M -$23.2K -189 -2%
Northwestern Mutual Wealth Management
498
Northwestern Mutual Wealth Management
Wisconsin
$1.44M +$182K +1,483 +15%
AIC
499
Ameritas Investment Company
Nebraska
$1.43M -$100K -818 -9%
FWCM
500
Ferguson Wellman Capital Management
Oregon
$1.43M +$15.9K +130 +1%

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.