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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
FCB
901
First Command Bank
Texas
$483K
AWM
902
Altavista Wealth Management
North Carolina
$482K
PWM
903
Palumbo Wealth Management
New York
$482K +$1.2K +9 +0.3%
AAMA
904
Advanced Asset Management Advisors
Ohio
$481K +$69.4K +523 +18%
RF
905
Resolute Financial
Massachusetts
$479K +$451K +3,397 New
PFM
906
Peak Financial Management
Massachusetts
$477K -$17.3K -130 -4%
RCS
907
Retirement Capital Strategies
California
$476K -$38.9K -293 -8%
FIM
908
Freedom Investment Management
Connecticut
$472K -$4.97M -37,408 -92%
FAT
909
First American Trust
California
$472K +$21.8K +164 +5%
HA
910
HYA Advisors
Missouri
$467K +$40.9K +308 +10%
YWP
911
YorkBridge Wealth Partners
New York
$465K
CWM
912
Circle Wealth Management
New Jersey
$465K +$39K +294 +10%
SS
913
Sunbelt Securities
Texas
$462K -$26.2K -197 -5%
TA
914
TrueWealth Advisors
Alabama
$460K +$25.5K +192 +6%
JAWM
915
J. Arnold Wealth Management
Ohio
$458K +$7.3K +55 +2%
PIA
916
Pinion Investment Advisors
Kansas
$458K +$135K +1,017 +46%
FT
917
Fiduciary Trust
Massachusetts
$457K +$40.6K +306 +10%
RIA
918
Realta Investment Advisors
Delaware
$456K -$22.8K -172 -5%
WAM
919
WealthTrust Asset Management
Florida
$454K +$31.3K +236 +8%
WSCM
920
Wellington Shields Capital Management
New York
$453K
FPGK
921
Financial Partners Group (Kansas)
Kansas
$449K -$9.83K -74 -2%
VR
922
Viridian RIA
Washington
$447K +$421K +3,171 New
BOTW
923
Bank of the West
California
$447K +$421K +3,174 New
KIG
924
Kessler Investment Group
Indiana
$446K -$451K -3,398 -52%
PFO
925
Pathstone Family Office
New Jersey
$446K

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.