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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
FCA
851
FLC Capital Advisors
California
$579K
PWM
852
Perigon Wealth Management
California
$579K +$83K +625 +18%
NFSG
853
Newbridge Financial Services Group
Florida
$577K +$22.3K +168 +4%
CT
854
Caldwell Trust
Florida
$576K +$6.37K +48 +1%
MSFS
855
Main Street Financial Solutions
Pennsylvania
$573K -$69.7K -525 -11%
SAM
856
Secure Asset Management
Michigan
$571K +$42.1K +317 +8%
AWA
857
Arete Wealth Advisors
Illinois
$570K +$1.46K +11 +0.3%
SB
858
Strategic Blueprint
Georgia
$566K -$68.4K -515 -11%
EM
859
ELCO Management
New York
$566K
ICP
860
Interchange Capital Partners
Pennsylvania
$559K +$288K +2,169 +124%
AIM
861
Allen Investment Management
New York
$556K
PPW
862
Pinnacle Private Wealth
Massachusetts
$553K +$521K +3,922 New
Verition Fund Management
863
Verition Fund Management
Connecticut
$550K +$518K +3,901 New
GWM
864
Greenwich Wealth Management
Connecticut
$549K -$4.38K -33 -0.8%
LA
865
Lynch & Associates
Indiana
$548K
RFWA
866
RPg Family Wealth Advisory
Massachusetts
$548K -$15.3K -115 -3%
GFPC
867
Global Financial Private Client
Florida
$547K +$21.9K +165 +4%
MA
868
Montag & Associates
Georgia
$547K -$17.8K -134 -3%
ERIM
869
Eagle Ridge Investment Management
Connecticut
$546K
SBL
870
Sargent Bickham Lagudis
Colorado
$545K
FG
871
Fiduciary Group
Georgia
$543K -$3.32K -25 -0.6%
FFP
872
Forbes Financial Planning
Rhode Island
$540K +$511K +3,846 New
SPFA
873
Summit Place Financial Advisors
New Jersey
$536K -$13.3K -100 -3%
CAM
874
Cozad Asset Management
Illinois
$535K +$66.4K +500 +15%
WMS
875
Wealth Management Solutions
Pennsylvania
$534K +$504K +3,792 New

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.