We are live on ! Find out more
XLV icon

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
NFSG
751
Newbridge Financial Services Group
Florida
$506K +$47.7K +389 +11%
OFA
752
Oak Family Advisors
Illinois
$501K +$21.4K +175 +5%
IA
753
Insight Advisors
Pennsylvania
$499K -$8.58K -70 -2%
SBL
754
Sargent Bickham Lagudis
Colorado
$498K -$20.2K -165 -4%
EM
755
ELCO Management
New York
$498K -$6.13K -50 -1%
AIM
756
Allen Investment Management
New York
$497K
CT
757
Caldwell Trust
Florida
$496K -$34.7K -283 -7%
WCAMG
758
Woodard & Company Asset Management Group
North Carolina
$494K +$1.84K +15 +0.4%
LA
759
Lynch & Associates
Indiana
$493K
RFWA
760
RPg Family Wealth Advisory
Massachusetts
$492K +$478K +3,903 New
OCM
761
Orleans Capital Management
Louisiana
$491K -$24.5K -200 -5%
ERIM
762
Eagle Ridge Investment Management
Connecticut
$491K
MFS
763
Mirabella Financial Services
United Kingdom
$489K +$476K +3,883 New
MA
764
MUFG Americas
New York
$487K -$74K -604 -14%
GWM
765
Greenwich Wealth Management
Connecticut
$481K
SB
766
Strategic Blueprint
Georgia
$479K +$11.9K +97 +3%
ECM
767
Exchange Capital Management
Michigan
$477K -$27.2K -222 -6%
FSA
768
Financial Sense Advisors
California
$475K +$46.3K +378 +11%
MA
769
Montag & Associates
Georgia
$474K
SFSIG
770
San Francisco Sentry Investment Group
California
$472K -$35.5K -290 -7%
SS
771
Sunbelt Securities
Texas
$472K +$2.33K +19 +0.5%
AGA
772
Arkos Global Advisors
Texas
$470K -$9.68K -79 -2%
G
773
Gainplan
Michigan
$469K +$150K +1,227 +50%
PCA
774
Personal Capital Advisors
California
$464K +$36.4K +297 +9%
SAM
775
Secure Asset Management
Michigan
$463K +$197K +1,611 +78%

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.