We are live on ! Find out more
XLV icon

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
FHB
876
First Hawaiian Bank
Hawaii
$308K
IAMOG
877
Investors Asset Management of Georgia
Georgia
$306K +$62.1K +507 +26%
AWA
878
ARS Wealth Advisors
Florida
$304K -$130K -1,059 -31%
BBPWM
879
Blue Bell Private Wealth Management
Pennsylvania
$303K -$9.19K -75 -3%
JAG
880
Journey Advisory Group
Kentucky
$302K -$6.5K -53 -2%
SWM
881
SeaCrest Wealth Management
New York
$300K +$23K +188 +9%
LBD
882
Landsberg Bennett & Dubbaneh
Florida
$298K -$5.64K -46 -2%
HL
883
HeadInvest LLC
Maine
$298K
MFG
884
Merit Financial Group
Georgia
$298K +$20.1K +164 +7%
TPW
885
TL Private Wealth
Texas
$296K +$858 +7 +0.3%
PJSIMP
886
P.J. Schmidt Investment Management (PJS)
Wisconsin
$293K
ML
887
McAdam LLC
Pennsylvania
$293K +$7.35K +60 +3%
AG
888
Appleton Group
Wisconsin
$291K +$283K +2,308 New
DY
889
Dowling & Yahnke
California
$290K -$9.31K -76 -3%
MSFS
890
Main Street Financial Solutions
Pennsylvania
$289K -$6.13K -50 -2%
PP
891
Patron Partners
Texas
$288K -$363K -2,965 -56%
CGA
892
Crescent Grove Advisors
Illinois
$287K -$107K -875 -28%
SXL
893
Summit X LLC
Missouri
$286K -$22.1K -180 -7%
IC
894
Intersect Capital
California
$285K +$17.2K +140 +7%
AC
895
AlphaCore Capital
California
$284K
CAG
896
Curtis Advisory Group
California
$284K
GA
897
GFS Advisors
Texas
$281K +$12.3K +100 +5%
AWM
898
Apollon Wealth Management
South Carolina
$280K -$14.7K -120 -5%
AIM
899
Aspen Investment Management
Michigan
$278K
OAM
900
Occidental Asset Management
California
$276K -$362K -2,955 -57%

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.