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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
SIC
601
Salem Investment Counselors
North Carolina
$934K +$2.08K +17 +0.2%
CM
602
Columbus Macro
Pennsylvania
$934K +$909K +7,414 New
BFM
603
Boothbay Fund Management
New York
$923K +$898K +7,325 New
CIAS
604
Capital Investment Advisory Services
North Carolina
$921K +$35.1K +286 +4%
CCG
605
Chatham Capital Group
Georgia
$913K
HB
606
Homrich & Berg
Georgia
$913K +$19.5K +159 +2%
BCA
607
Biltmore Capital Advisors
New Jersey
$912K -$159K -1,298 -15%
RCAG
608
Rehmann Capital Advisory Group
Michigan
$909K +$2.08K +17 +0.2%
IFG
609
Investors Financial Group
Minnesota
$908K -$104K -851 -11%
CWM
610
Cornerstone Wealth Management
Missouri
$897K -$426K -3,473 -33%
MC
611
Moors & Cabot
Massachusetts
$894K -$78.8K -643 -8%
AIA
612
Avalon Investment & Advisory
Texas
$893K -$93.4K -762 -10%
CFSG
613
Community Financial Services Group
Vermont
$893K +$20.5K +167 +2%
SCA
614
Snowden Capital Advisors
New York
$891K +$55K +449 +7%
EHC
615
Everett Harris & Co
California
$883K
WA
616
WESPAC Advisors
California
$881K -$1.4M -11,450 -62%
Kovitz Investment Group Partners
617
Kovitz Investment Group Partners
Illinois
$875K
PFPT
618
Pinnacle Financial Partners (Tennessee)
Tennessee
$873K -$507K -4,136 -37%
PWA
619
Pinnacle Wealth Advisors
Tennessee
$873K +$850K +6,932 New
CRI
620
Colonial River Investments
Virginia
$868K +$384K +3,134 +83%
MCCP
621
Mission Creek Capital Partners
California
$866K +$1.59K +13 +0.2%
SCA
622
Sage Capital Advisors
South Dakota
$854K -$1.1K -9 -0.1%
MIM
623
Marco Investment Management
Georgia
$853K
SSA
624
Schonfeld Strategic Advisors
New York
$850K +$827K +6,745 New
ISL
625
Ingalls & Snyder LLC
New York
$849K +$19.6K +160 +2%

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.