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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
GC
626
Grace Capital
Massachusetts
$844K
CCM
627
Condor Capital Management
New Jersey
$843K -$35.7K -291 -4%
VWM
628
Valley Wealth Managers
New Jersey
$839K -$2.33K -19 -0.3%
LWP
629
Lumature Wealth Partners
Georgia
$836K +$160K +1,306 +24%
BPA
630
Beacon Pointe Advisors
California
$835K -$11.5K -94 -1%
MGIA
631
Moneta Group Investment Advisors
Missouri
$832K -$858 -7 -0.1%
AWM
632
Altium Wealth Management
New York
$825K
LFF
633
Level Four Financial
Texas
$818K +$45K +367 +6%
RT
634
Rockland Trust
Massachusetts
$808K -$63.7K -520 -7%
VC
635
Vicus Capital
Pennsylvania
$796K -$368 -3 -0%
Brown Advisory
636
Brown Advisory
Maryland
$793K +$192K +1,565 +33%
RWP
637
RWA Wealth Partners
Massachusetts
$790K
WIC
638
Woodmont Investment Counsel
Tennessee
$788K +$49K +400 +7%
ACS
639
Archford Capital Strategies
Illinois
$776K -$29.4K -240 -4%
SVWAG
640
Sound View Wealth Advisors Group
Georgia
$762K +$266K +2,168 +56%
WIA
641
Westbourne Investment Advisors
Maryland
$754K +$142K +1,162 +24%
DAS
642
Dynamic Advisor Solutions
Arizona
$752K +$32.2K +263 +5%
WT
643
Whittier Trust
California
$749K +$12.3K +100 +2%
JHCP
644
Jackson Hole Capital Partners
Oklahoma
$747K +$118K +964 +19%
HIA
645
Harbor Investment Advisory
Maryland
$743K +$61.4K +501 +9%
CAM
646
Cresset Asset Management
Illinois
$743K +$65.1K +531 +10%
SC
647
SouthState Corp
Florida
$741K -$47.2K -385 -6%
RIA
648
RPG Investment Advisory
California
$730K -$80.2K -654 -10%
SMC
649
Smith, Moore & Co
Missouri
$730K -$62.5K -510 -8%
IP
650
Intellectus Partners
California
$726K -$129K -1,055 -15%

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.