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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
GW
701
GW & Wade
Massachusetts
$617K +$49.5K +404 +9%
BFO
702
Biltmore Family Office
North Carolina
$615K -$60.1K -490 -9%
TFF
703
The Family Firm
Maryland
$614K +$2.33K +19 +0.4%
SDAM
704
Shulman DeMeo Asset Management
New York
$612K -$66.8K -545 -10%
SIM
705
Sterling Investment Management
Arizona
$611K -$76.8K -627 -11%
JPLA
706
Joseph P. Lucia & Associates
New York
$608K
ARG
707
Advisory Resource Group
Oklahoma
$607K -$45.6K -372 -7%
WAP
708
Wealthcare Advisory Partners
Pennsylvania
$605K +$245K +2,003 +71%
WAS
709
WESPAC Advisors SoCal
California
$603K +$18.4K +150 +3%
KWM
710
Kingsview Wealth Management
Oregon
$599K +$159K +1,296 +38%
KLCM
711
KG&L Capital Management
Louisiana
$598K +$8.09K +66 +1%
GGS
712
Galvin Gaustad & Stein
Arizona
$597K +$5.27K +43 +0.9%
CWA
713
Centennial Wealth Advisory
Michigan
$594K +$205K +1,672 +55%
DWA
714
Delos Wealth Advisors
Texas
$592K +$576K +4,700 New
OPWM
715
Oxinas Partners Wealth Management
Indiana
$583K -$15.1K -123 -3%
NEPWA
716
New England Private Wealth Advisors
Massachusetts
$582K
MLL
717
Moody Lynn & Lieberson
Massachusetts
$578K
PAM
718
Private Asset Management
California
$577K +$14.7K +120 +3%
AFS
719
Access Financial Services
Minnesota
$574K -$72.9K -595 -12%
GHAM
720
Gilman Hill Asset Management
Connecticut
$574K
OPW
721
Oxler Private Wealth
New York
$573K
GG
722
Gofen & Glossberg
Illinois
$572K -$1.23K -10 -0.2%
ACG
723
Allen Capital Group
Nebraska
$572K +$15.8K +129 +3%
CSIC
724
Clifford Swan Investment Counsel
California
$568K
GTAM
725
Global Trust Asset Management
Florida
$568K +$980 +8 +0.2%

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.