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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
FTA
651
Financial & Tax Architects
Missouri
$722K +$149K +1,213 +27%
Franklin Resources
652
Franklin Resources
California
$716K -$34.3K -280 -5%
ERWM
653
Elk River Wealth Management
Colorado
$714K
PCMC
654
Paragon Capital Management (Colorado)
Colorado
$710K
IC
655
IEQ Capital
California
$709K
DBRC
656
D.B. Root & Company
Pennsylvania
$708K -$61.8K -504 -8%
MG
657
Mather Group
Illinois
$704K
BI
658
Bramshill Investments
Florida
$703K
WJWM
659
Williams Jones Wealth Management
New York
$697K +$286K +2,330 +73%
BCM
660
BTR Capital Management
California
$695K -$9.19K -75 -1%
RPWA
661
Regent Peak Wealth Advisors
Georgia
$693K -$38.9K -317 -6%
AC
662
Abbrea Capital
California
$692K +$144K +1,174 +27%
BCI
663
Brinker Capital Investments
Pennsylvania
$685K +$36.3K +296 +6%
CRCM
664
Corbett Road Capital Management
Virginia
$683K -$291K -2,378 -30%
FA
665
Fagan Associates
New York
$683K +$139K +1,137 +27%
PSUF
666
People's United Financial
Connecticut
$680K
JEST
667
JTC Employer Solutions Trustee
Jersey
$680K +$662K +5,400 New
AMG
668
Advisors Management Group
Wisconsin
$676K +$161K +1,314 +32%
VFA
669
Valeo Financial Advisors
Indiana
$670K -$30.4K -248 -4%
IFWM
670
Institute for Wealth Management
Colorado
$669K -$3.55K -29 -0.5%
SFP
671
Strategic Financial Partners
Oregon
$669K +$41.7K +340 +7%
CCT
672
Country Club Trust
Missouri
$668K
MWA
673
Meridian Wealth Advisors
Texas
$668K +$14.7K +120 +2%
VA
674
Valmark Advisers
Ohio
$667K +$133K +1,087 +26%
WP
675
WealthSource Partners
California
$666K -$66.5K -543 -9%

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.