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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
DLHL
476
Donald L. Hagan LLC
Florida
$2.24M -$206K -1,549 -9%
ACA
477
Atlas Capital Advisors
Wyoming
$2.23M -$509K -3,833 -19%
WA
478
WP Advisors
California
$2.22M +$7.83K +59 +0.4%
FFG
479
Fortem Financial Group
California
$2.22M +$862K +6,492 +70%
SFS
480
Solitude Financial Services
Virginia
$2.21M -$1.2M -9,029 -37%
AFO
481
Allie Family Office
Florida
$2.19M +$2.06M +15,551 New
MIC
482
Meridian Investment Counsel
California
$2.19M -$3.32K -25 -0.2%
NFC
483
Northeast Financial Consultants
Connecticut
$2.18M -$10.6K -80 -0.5%
TCM
484
Triumph Capital Management
Colorado
$2.18M -$1.11M -8,323 -35%
CPA
485
Clear Perspective Advisors
Illinois
$2.17M +$1.76M +13,219 +596%
SHGA
486
Sand Hill Global Advisors
California
$2.16M
SFA
487
Sequoia Financial Advisors
Ohio
$2.16M +$1.65M +12,440 +431%
SFM
488
Signet Financial Management
New Jersey
$2.14M +$823K +6,201 +69%
DADC
489
D.A. Davidson & Co
Montana
$2.14M +$14.3K +108 +0.7%
FCMA
490
Foresight Capital Management Advisors
Michigan
$2.14M +$2.01M +15,162 New
WAS
491
WESPAC Advisors SoCal
California
$2.13M +$1.43M +10,770 +198%
NCM
492
Nelson Capital Management
California
$2.12M +$19.9K +150 +1%
SIM
493
Seaview Investment Managers
Florida
$2.11M +$545K +4,106 +38%
TFA
494
Teamwork Financial Advisors
Texas
$2.11M +$1.99M +14,971 New
LIA
495
LBMC Investment Advisors
Tennessee
$2.11M -$464K -3,495 -19%
MIM
496
MTM Investment Management
South Carolina
$2.1M
GP
497
Girard Partners
Pennsylvania
$2.1M +$1.52M +11,431 +331%
CCMD
498
Cypress Capital Management (Delaware)
Delaware
$2.08M -$19.9K -150 -1%
CW
499
CreativeOne Wealth
Kansas
$2.07M +$114K +861 +6%
PCMU
500
Paragon Capital Management (Utah)
Utah
$2.05M +$1.93M +14,558 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.