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State Street Health Care Select Sector SPDR ETF

1,181 hedge funds and large institutions have $19.8B invested in State Street Health Care Select Sector SPDR ETF in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 446 increasing their positions, 444 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 92

2.22% more ownership

Funds ownership: 78.22%80.44% (+2.2%)

1% more funds holding

Funds holding: 1,1671,181 (+14)

0% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 444

1% less capital invested

Capital invested by funds: $20.1B → $19.8B (-$254M)

22% less funds holding in top 10

Funds holding in top 10: 7458 (-16)

25% less call options, than puts

Call options by funds: $1.19B | Put options by funds: $1.59B

Holders
1,181
Holders Change
+14
Holders Change %
+1.2%
% of All Funds
20.74%
Holding in Top 10
58
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-21.62%
% of All Funds
1.02%
New
117
Increased
446
Reduced
444
Closed
92
Calls
$1.19B
Puts
$1.59B
Net Calls
-$402M
Net Calls Change
+$424M
Name Holding Trade Value Shares
Change
Change in
Stake
JAWM
876
J. Arnold Wealth Management
Ohio
$272K -$85.9K -744 -24%
SAM
877
Seelaus Asset Management
New Jersey
$272K +$11.9K +103 +5%
PJSIMP
878
P.J. Schmidt Investment Management (PJS)
Wisconsin
$271K
SW
879
StrongBox Wealth
Missouri
$269K -$6.58K -57 -2%
WSFS
880
Wilmington Savings Fund Society
Delaware
$268K -$4.96K -43 -2%
GFS
881
GYL Financial Synergies
Connecticut
$267K
AC
882
AlphaCore Capital
California
$263K -$34.4K -298 -12%
RMAM
883
Raab & Moskowitz Asset Management
New Jersey
$263K -$5.89K -51 -2%
CAG
884
Curtis Advisory Group
California
$263K
AIM
885
Aspen Investment Management
Michigan
$258K
CFS
886
CRA Financial Services
New Jersey
$258K +$5.42K +47 +2%
CG
887
Cutler Group
California
$257K -$7.86M -68,123 -97%
MFG
888
Merit Financial Group
Georgia
$257K +$254K +2,204 New
SWM
889
SeaCrest Wealth Management
New York
$256K -$13.5K -117 -5%
MA
890
MCF Advisors
Kentucky
$256K
CFG
891
Citizens Financial Group
Rhode Island
$256K +$25.4K +220 +11%
SB
892
Sunflower Bank
Texas
$255K -$144K -1,250 -36%
SEP
893
Southland Equity Partners
Missouri
$255K +$115 +1 +0%
LL
894
LPWM LLC
Minnesota
$254K +$46.3K +401 +22%
PWM
895
PRW Wealth Management
Massachusetts
$253K
ML
896
McAdam LLC
Pennsylvania
$252K -$7.5K -65 -3%
HVIA
897
Hudson Valley Investment Advisors
New York
$252K
ZCA
898
Zeke Capital Advisors
Pennsylvania
$252K
LIA
899
LBMC Investment Advisors
Tennessee
$250K +$577 +5 +0.2%
GA
900
GFS Advisors
Texas
$249K -$46.2K -400 -16%

XLV Hedge Fund Activity: Q1 2021 in Review

1,181 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2021, worth a combined $19.8B — down 1.3% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new XLV positions and 92 closed out — a net gain of 25 holders — while 446 added to existing stakes and 444 trimmed.

The largest buyer was Nissay Asset Management, opening a new position worth an estimated $408M. The largest seller was Nippon Life Insurance, exiting entirely with an estimated $495M sold.

  • 1,181 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2021, up from 1,167 in Q4 2020.
  • Funds reported $19.8B of State Street Health Care Select Sector SPDR ETF stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 117 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2021 and 92 closed out, a net change of +25 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2021 was Nissay Asset Management, an estimated $408M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2021 was Nippon Life Insurance, an estimated $495M sold.

Based on aggregated 13F filings for Q1 2021.