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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
GW
776
GW & Wade
Massachusetts
$768K +$13.9K +105 +2%
ERWM
777
Elk River Wealth Management
Colorado
$760K -$36K -271 -5%
TC
778
Titleist Capital
Texas
$756K +$712K +5,363 New
EWM
779
Empirical Wealth Management
Washington
$755K +$121K +913 +21%
IP
780
Intellectus Partners
California
$752K -$35.3K -266 -5%
WIA
781
Westbourne Investment Advisors
Maryland
$745K +$21K +158 +3%
AMG
782
Advisors Management Group
Wisconsin
$743K -$8.9K -67 -1%
RPWA
783
Regent Peak Wealth Advisors
Georgia
$742K +$1.46K +11 +0.2%
ORC
784
O'Rourke & Company
Massachusetts
$737K +$694K +5,230 New
NWA
785
Navis Wealth Advisors
New York
$734K +$2.66K +20 +0.4%
PG
786
Patten Group
Tennessee
$733K +$83.4K +628 +14%
CWC
787
Carolinas Wealth Consulting
North Carolina
$732K
TWM
788
Tradition Wealth Management
Minnesota
$731K
VFA
789
Valeo Financial Advisors
Indiana
$731K +$2.13K +16 +0.3%
MWA
790
Meridian Wealth Advisors
Texas
$730K -$4.65K -35 -0.7%
CWA
791
Centennial Wealth Advisory
Michigan
$726K +$19.9K +150 +3%
ODIJL
792
One Day In July LLC
Vermont
$726K +$684K +5,154 New
HWA
793
Heritage Wealth Advisors
Virginia
$722K
RIG
794
Roosevelt Investment Group
New York
$721K
AF
795
Apexium Financial
Texas
$720K -$57.9K -436 -8%
LSC
796
Logan Stone Capital
Illinois
$713K +$672K +5,058 New
BCM
797
BTR Capital Management
California
$712K -$61.7K -465 -8%
SDAM
798
Shulman DeMeo Asset Management
New York
$706K +$665K +5,009 New
CC
799
Cypress Capital
Tennessee
$705K +$664K +5,003 New
GI
800
GAMCO Investors
Connecticut
$704K

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.