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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
WAM
851
WealthTrust Asset Management
Florida
$341K +$331K +2,704 New
IF
852
Intrua Financial
Texas
$339K -$42K -343 -12%
DI
853
DAGCO Inc
Ohio
$339K -$27.9K -228 -8%
MCA
854
Magnolia Capital Advisors
Mississippi
$339K -$15.9K -130 -5%
CFA
855
Carroll Financial Associates
North Carolina
$337K +$177K +1,445 +117%
IWP
856
Icon Wealth Partners
Texas
$335K
CWM
857
Calamos Wealth Management
Illinois
$335K +$8.09K +66 +3%
JWBC
858
J.W. Burns & Co
New York
$334K -$980 -8 -0.3%
OSAM
859
O'Shaughnessy Asset Management
Connecticut
$331K -$31.3K -255 -9%
RFN
860
RDA Financial Network
Iowa
$330K
SAM
861
Seelaus Asset Management
New Jersey
$330K +$35.4K +289 +12%
JAWM
862
J. Arnold Wealth Management
Ohio
$330K +$37.7K +308 +13%
CDH
863
Charles D. Hyman
$329K
APA
864
Allegiant Private Advisors
Florida
$329K +$16.1K +131 +5%
PFGIA
865
Patriot Financial Group Insurance Agency
Massachusetts
$324K +$613 +5 +0.2%
AFAS
866
Acorn Financial Advisory Services
Virginia
$322K +$313K +2,556 New
FCFC
867
First Commonwealth Financial Corp
Pennsylvania
$321K
VCA
868
Verdence Capital Advisors
Maryland
$320K +$245 +2 +0.1%
WA
869
Waverly Advisors
Alabama
$320K +$11.6K +95 +4%
AMC
870
Asset Management Corp
Illinois
$319K +$19.4K +158 +7%
JSAM
871
J. Safra Asset Management
New York
$312K +$73.5K +600 +28%
SIC
872
Sigma Investment Counselors
Michigan
$309K -$9.31K -76 -3%
HCP
873
Hexagon Capital Partners
Arkansas
$309K +$42.3K +345 +16%
CPIG
874
Chicago Partners Investment Group
Illinois
$308K -$74.8K -610 -21%
BWA
875
BlueSky Wealth Advisors
North Carolina
$308K -$33.7K -275 -10%

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.