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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
AF
676
Apexium Financial
Texas
$663K +$5.64K +46 +0.9%
CFA
677
Camarda Financial Advisors
Florida
$660K -$6.7M -54,656 -91%
GLA
678
Good Life Advisors
Pennsylvania
$659K +$641K +5,234 New
PWS
679
Private Wealth Strategies
Ohio
$656K +$2.21K +18 +0.3%
CWC
680
Carolinas Wealth Consulting
North Carolina
$655K +$58.8K +480 +10%
TWM
681
Tradition Wealth Management
Minnesota
$653K -$7.48K -61 -1%
NWA
682
Navis Wealth Advisors
New York
$652K +$2.45K +20 +0.4%
IA
683
IndexIQ Advisors
New York
$651K -$5.05M -41,245 -89%
FPS
684
Fieldpoint Private Securities
Connecticut
$650K -$24.5K -200 -4%
BTWM
685
Baker Tilly Wealth Management
Wisconsin
$650K +$735 +6 +0.1%
RIA
686
Regal Investment Advisors
Michigan
$650K +$633K +5,163 New
HWA
687
Heritage Wealth Advisors
Virginia
$645K
RIG
688
Roosevelt Investment Group
New York
$644K
GIM
689
Goelzer Investment Management
Indiana
$640K -$9.44K -77 -1%
HCMT
690
Highland Capital Management (Tennessee)
Tennessee
$639K +$39.8K +325 +7%
Wealth Enhancement Advisory Services
691
Wealth Enhancement Advisory Services
Minnesota
$635K -$82.5K -673 -12%
GI
692
GAMCO Investors
Connecticut
$630K
LJAC
693
L.J. Altfest & Co
New York
$630K +$38.1K +311 +7%
WA
694
Winfield Associates
Ohio
$628K
Neuberger Berman Group
695
Neuberger Berman Group
New York
$625K -$1.1K -9 -0.2%
PG
696
Patten Group
Tennessee
$624K +$33.5K +273 +6%
PWM
697
PRW Wealth Management
Massachusetts
$624K +$341K +2,784 +128%
DCM
698
Donaldson Capital Management
Indiana
$621K +$30.8K +251 +5%
LSPW
699
Lake Street Private Wealth
Illinois
$618K -$31.9K -260 -5%
NW
700
NewEdge Wealth
Pennsylvania
$617K +$31.9K +260 +6%

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.