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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
Chevy Chase Trust
551
Chevy Chase Trust
Maryland
$1.67M +$106K +795 +7%
EFS
552
Econ Financial Services
Pennsylvania
$1.66M +$1.56M +11,750 New
AFS
553
Access Financial Services
Minnesota
$1.65M +$22.3K +168 +1%
RBFC
554
Roman Butler Fullerton & Co
Missouri
$1.65M +$12.2K +92 +0.8%
PCA
555
Pallas Capital Advisors
Massachusetts
$1.65M -$104K -782 -6%
DI
556
Diligent Investors
California
$1.63M -$7.83K -59 -0.5%
RWA
557
Roberts Wealth Advisors
California
$1.63M +$95.7K +721 +7%
CBT
558
Central Bank & Trust
Kentucky
$1.63M
APW
559
Acima Private Wealth
Virginia
$1.62M
LWAC
560
Laurel Wealth Advisors (California)
California
$1.61M +$450K +3,390 +42%
CCFM
561
Clear Creek Financial Management
Washington
$1.6M -$123K -930 -8%
EWA
562
Exencial Wealth Advisors
Oklahoma
$1.6M +$1.51M +11,366 New
AWM
563
Avitas Wealth Management
California
$1.6M -$25.1K -189 -2%
HH
564
Hilltop Holdings
Texas
$1.59M -$6.8M -51,244 -82%
Northwestern Mutual Wealth Management
565
Northwestern Mutual Wealth Management
Wisconsin
$1.58M +$124K +932 +9%
BI
566
Bramshill Investments
Florida
$1.58M +$750K +5,648 +101%
SFA
567
Source Financial Advisors
New York
$1.58M -$16.3K -123 -1%
OCM
568
Objective Capital Management
Ohio
$1.57M +$1.48M +11,173 New
FANJ
569
Financial Architects (New Jersey)
New Jersey
$1.57M -$481K -3,626 -25%
CWP
570
Curated Wealth Partners
California
$1.56M
MW
571
Marcum Wealth
Ohio
$1.54M +$170K +1,277 +13%
GT
572
Glenview Trust
Kentucky
$1.54M +$257K +1,937 +22%
IA
573
IFP Advisors
Florida
$1.53M +$65.9K +496 +5%
EL
574
Essex LLC
Illinois
$1.52M +$106K +796 +8%
VFG
575
V2 Financial group
Illinois
$1.52M +$231K +1,739 +19%

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.