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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
NEPWA
826
New England Private Wealth Advisors
Massachusetts
$651K
BL
827
BFSG LLC
California
$648K +$21.4K +161 +4%
TFCP
828
Twin Focus Capital Partners
Massachusetts
$647K +$21.4K +161 +4%
PCM
829
Parsons Capital Management
Rhode Island
$643K +$49.1K +370 +9%
RFA
830
RTD Financial Advisors
Pennsylvania
$640K +$603K +4,540 New
ECM
831
Exchange Capital Management
Michigan
$637K +$87.1K +656 +17%
BA
832
Bristlecone Advisors
Washington
$628K -$502K -3,780 -46%
GHAM
833
Gilman Hill Asset Management
Connecticut
$625K -$3.32K -25 -0.6%
GLA
834
Good Life Advisors
Pennsylvania
$624K -$108K -812 -15%
LCP
835
Legacy Capital Partners
Wisconsin
$623K -$392K -2,952 -40%
WCAMG
836
Woodard & Company Asset Management Group
North Carolina
$623K +$3.98K +30 +0.7%
ATC
837
Argent Trust Co
Tennessee
$621K -$23.1K -174 -4%
P
838
Pitcairn
Pennsylvania
$620K
GEA
839
Glen Eagle Advisors
New Jersey
$617K +$149K +1,120 +34%
AWA
840
Alta Wealth Advisors
Massachusetts
$614K -$13.4K -101 -2%
CNWM
841
Clay Northam Wealth Management
California
$614K +$579K +4,359 New
KWM
842
Kaydan Wealth Management
Michigan
$613K +$578K +4,351 New
JAG
843
Journey Advisory Group
Kentucky
$613K +$86.3K +650 +18%
GG
844
Gofen & Glossberg
Illinois
$609K -$19.5K -147 -3%
CSIC
845
Clifford Swan Investment Counsel
California
$608K +$9.03K +68 +2%
Wolverine Trading
846
Wolverine Trading
Illinois
$594K -$4.29M -32,300 -88%
BPWM
847
Badgley Phelps Wealth Managers
Washington
$583K +$99.6K +750 +22%
BCV
848
Banque Cantonale Vaudoise
Switzerland
$582K +$548K +4,130 New
TCBWMS
849
Texas Capital Bank Wealth Management Services
Texas
$581K +$291K +2,192 +113%
TFF
850
The Family Firm
Maryland
$579K -$38.5K -290 -7%

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.