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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
RCS
801
Retirement Capital Strategies
California
$425K
BSW
802
Buckingham Strategic Wealth
Missouri
$425K +$16.1K +131 +4%
MCM
803
Manchester Capital Management
Vermont
$423K
YWP
804
YorkBridge Wealth Partners
New York
$423K
MSA
805
Marino Stram & Associates
Massachusetts
$423K +$412K +3,360 New
1CP
806
17 Capital Partners
Arizona
$420K +$409K +3,337 New
OIA
807
OneDigital Investment Advisors
Kansas
$418K -$28.6K -233 -7%
CIM
808
Contravisory Investment Management
Massachusetts
$416K -$156K -1,272 -28%
CTC
809
Central Trust Company
Missouri
$408K -$27.3K -223 -6%
WSCM
810
Wellington Shields Capital Management
New York
$405K
VCM
811
Vivaldi Capital Management
Illinois
$405K +$14.7K +120 +4%
HWA
812
HCR Wealth Advisors
California
$398K +$10.2K +83 +3%
NEWAS
813
N.E.W. Advisory Services
Wisconsin
$396K -$6.13K -50 -2%
ACP
814
Ashfield Capital Partners
California
$392K -$11K -90 -3%
GFS
815
GYL Financial Synergies
Connecticut
$389K +$98K +800 +35%
OPCM
816
Osborne Partners Capital Management
California
$387K -$7.35K -60 -2%
FA
817
FMA Advisory
Pennsylvania
$385K -$980 -8 -0.3%
LWANC
818
Laurel Wealth Advisors (North Carolina)
North Carolina
$385K +$237K +1,930 +172%
DI
819
DFPG Investments
Utah
$384K -$20.3K -166 -5%
EGA
820
E&G Advisors
Texas
$383K -$354K -2,892 Closed
CB
821
Community Bank
New York
$380K
MCM
822
Maryland Capital Management
Maryland
$380K
TIAM2
823
Tru Independence Asset Management 2
Oregon
$380K +$1.59K +13 +0.4%
CWM
824
Circle Wealth Management
New Jersey
$378K +$858 +7 +0.2%
HA
825
HYA Advisors
Missouri
$377K -$43.4K -354 -11%

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.