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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
B
651
Bailard
California
$1.21M +$15.5K +117 +1%
PWP
652
Perfromance Wealth Partners
Illinois
$1.2M +$1.13M +8,525 New
OPWM
653
Oxinas Partners Wealth Management
Indiana
$1.2M +$562K +4,231 +99%
NB
654
NBT Bank
New York
$1.2M -$130K -981 -10%
RCM
655
Raleigh Capital Management
North Carolina
$1.2M +$1.13M +8,493 New
WJWM
656
Williams Jones Wealth Management
New York
$1.2M -$20.2K -152 -2%
AW
657
ACG Wealth
Georgia
$1.19M -$222K -1,671 -17%
ISB
658
Iowa State Bank
Iowa
$1.19M -$7.97K -60 -0.7%
FNT
659
First National Trust
Pennsylvania
$1.18M -$344K -2,593 -24%
BAM
660
Bruderman Asset Management
New York
$1.18M -$976K -7,354 -47%
MLM
661
Mount Lucas Management
Pennsylvania
$1.18M -$67.3K -507 -6%
HI
662
Horizon Investments
North Carolina
$1.17M +$157K +1,182 +17%
LC
663
LCNB Corp
Ohio
$1.17M
JCM
664
Jag Capital Management
Missouri
$1.17M
SC
665
Solstein Capital
California
$1.17M +$85.6K +645 +8%
LA
666
Legacy Advisors
Pennsylvania
$1.16M +$4.12K +31 +0.4%
CRCM
667
Corbett Road Capital Management
Virginia
$1.16M +$7.97K +60 +0.7%
CGH
668
CMG Global Holdings
Texas
$1.15M +$16.3K +123 +2%
BCA
669
Biltmore Capital Advisors
New Jersey
$1.14M +$148K +1,113 +16%
EW
670
Evoke Wealth
California
$1.14M +$449K +3,378 +72%
JHCP
671
Jackson Hole Capital Partners
Oklahoma
$1.14M +$64.1K +483 +6%
LWP
672
Lumature Wealth Partners
Georgia
$1.13M +$62.3K +469 +6%
MWM
673
Minot Wealth Management
Massachusetts
$1.13M +$11.9K +90 +1%
3LCM
674
3D/L Capital Management
Connecticut
$1.13M +$6.64K +50 +0.6%
LNC
675
Lincoln National Corp
Pennsylvania
$1.12M -$2.47M -18,568 -70%

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.