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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
AIP
901
Ahrens Investment Partners
Louisiana
$276K +$24.5K +200 +10%
GSIS
902
Global Strategic Investment Solutions
Arizona
$276K +$269K +2,195 New
SEP
903
Southland Equity Partners
Missouri
$275K +$245 +2 +0.1%
NEIRG
904
New England Investment & Retirement Group
Massachusetts
$273K -$36.3K -296 -12%
LL
905
LPWM LLC
Minnesota
$272K -$8.21K -67 -3%
HVIA
906
Hudson Valley Investment Advisors
New York
$272K
ZCA
907
Zeke Capital Advisors
Pennsylvania
$272K
GSEP
908
Golden State Equity Partners
California
$269K +$262K +2,137 New
FFA
909
Freedman Financial Associates
Massachusetts
$267K
NIA
910
Northstar Investment Advisors
Colorado
$267K
EP
911
Eudaimonia Partners
Tennessee
$267K +$22.7K +185 +10%
FUBT
912
First United Bank & Trust
Maryland
$267K +$30.9K +252 +14%
PAA
913
Peregrine Asset Advisers
Oregon
$267K +$260K +2,120 New
ATFA
914
All Terrain Financial Advisors
Minnesota
$266K +$259K +2,114 New
FLPIM
915
F.L. Putnam Investment Management
Massachusetts
$265K -$91.8K -749 -26%
PWLP
916
Prio Wealth Limited Partnership
Massachusetts
$265K
SP
917
Successful Portfolios
Florida
$265K
VSWA
918
Vontobel Swiss Wealth Advisors
Switzerland
$265K +$258K +2,106 New
CST
919
Charles Schwab Trust
Nevada
$263K -$78.1K -637 -23%
SSWM
920
Sheets Smith Wealth Management
North Carolina
$263K +$123 +1 +0%
Tudor Investment Corp
921
Tudor Investment Corp
Connecticut
$261K -$162K -1,323 -39%
WSFS
922
Wilmington Savings Fund Society
Delaware
$261K -$26.5K -216 -9%
BCA
923
Bay Colony Advisors
Massachusetts
$260K +$2.7K +22 +1%
CRWM
924
Castle Rock Wealth Management
California
$260K +$30.9K +252 +15%
RMAM
925
Raab & Moskowitz Asset Management
New Jersey
$259K -$23.7K -193 -9%

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.