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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
LSPW
701
Lake Street Private Wealth
Illinois
$1.02M +$292K +2,197 +43%
EHC
702
Everett Harris & Co
California
$1.01M +$23.5K +177 +3%
NFG
703
Next Financial Group
Texas
$1.01M +$414K +3,121 +77%
RCAG
704
Rehmann Capital Advisory Group
Michigan
$1.01M +$104K +780 +12%
LJAC
705
L.J. Altfest & Co
New York
$1.01M +$327K +2,464 +52%
SLWA
706
San Luis Wealth Advisors
California
$1M
TCM
707
Tuttle Capital Management
Connecticut
$996K +$939K +7,068 New
CAG
708
Csenge Advisory Group
Florida
$995K -$216K -1,628 -17%
EGA
709
E&G Advisors
Texas
$993K +$449K +3,385 +92%
CA
710
Clearstead Advisors
Ohio
$982K -$22.2K -167 -2%
CL
711
CPWM LLC
Washington
$982K
ISL
712
Ingalls & Snyder LLC
New York
$977K +$19.9K +150 +2%
LSA
713
L & S Advisors
California
$976K +$574K +4,326 +166%
RC
714
Rovin Capital
Arizona
$969K +$141K +1,062 +18%
SAM
715
Strategy Asset Managers
California
$949K -$313K -2,354 -26%
HIA
716
Harbor Investment Advisory
Maryland
$948K +$24.6K +185 +3%
MCCP
717
Mission Creek Capital Partners
California
$947K -$20.7K -156 -2%
GC
718
Grace Capital
Massachusetts
$944K
MIM
719
Marco Investment Management
Georgia
$944K
SS
720
Simplicity Solutions
Minnesota
$944K +$20.1K +151 +2%
AFWM
721
AMJ Financial Wealth Management
Virginia
$937K +$132K +997 +18%
WIC
722
Woodmont Investment Counsel
Tennessee
$932K +$47.8K +360 +6%
CWM
723
Cornerstone Wealth Management
Missouri
$930K -$60.1K -453 -6%
CCM
724
Condor Capital Management
New Jersey
$930K +$266 +2 +0%
FA
725
Fagan Associates
New York
$929K +$49.5K +373 +6%

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.