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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
IAA
726
Ironsides Asset Advisors
North Carolina
$567K
KFGK
727
Keystone Financial Group (Kentucky)
Kentucky
$561K +$18.1K +148 +3%
AWA
728
Alta Wealth Advisors
Massachusetts
$560K -$12K -98 -2%
GP
729
Girard Partners
Pennsylvania
$559K +$246K +2,008 +83%
TFCP
730
Twin Focus Capital Partners
Massachusetts
$558K +$168K +1,372 +45%
P
731
Pitcairn
Pennsylvania
$554K
FWP
732
FAS Wealth Partners
Kansas
$547K +$1.96K +16 +0.4%
EWM
733
Empirical Wealth Management
Washington
$543K +$52.9K +432 +11%
TI
734
Trexquant Investment
Connecticut
$538K -$675K -5,511 -56%
CWM
735
Cranbrook Wealth Management
Michigan
$538K +$62.6K +511 +14%
GSWM
736
Golden State Wealth Management
California
$537K +$30.9K +252 +6%
CC
737
Cedar Capital
Illinois
$529K +$13.5K +110 +3%
PCM
738
Parsons Capital Management
Rhode Island
$528K +$24.5K +200 +5%
CA
739
Clearstead Advisors
Ohio
$525K +$1.47K +12 +0.3%
PWM
740
Perigon Wealth Management
California
$521K +$15.6K +127 +3%
SPFA
741
Summit Place Financial Advisors
New Jersey
$520K -$88.9K -725 -15%
OIA
742
Optimum Investment Advisors
Illinois
$520K
ATC
743
Argent Trust Co
Tennessee
$519K
FCA
744
FLC Capital Advisors
California
$518K
VR
745
Viridian RIA
Washington
$514K
FCB
746
First Command Bank
Texas
$510K -$69.9K -570 -12%
FCFS
747
First Command Financial Services
Texas
$510K -$69.9K -570 -12%
QPWM
748
Quadrant Private Wealth Management
Pennsylvania
$509K +$1.23K +10 +0.2%
FG
749
Fiduciary Group
Georgia
$508K +$115K +939 +33%
HSA
750
HBK Sorce Advisory
Pennsylvania
$506K -$74.5K -608 -13%

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.