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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
1WA
926
180 Wealth Advisors
Washington
$232K -$292K -2,528 -57%
AIP
927
Ahrens Investment Partners
Louisiana
$232K -$15.6K -135 -6%
AUB
928
Atlantic Union Bankshares
Virginia
$231K +$16K +139 +8%
RTS
929
Round Table Services
New Jersey
$228K -$9.12K -79 -4%
TVAMP
930
Tennessee Valley Asset Management Partners
Tennessee
$227K -$55.5K -481 -20%
EP
931
Eudaimonia Partners
Tennessee
$226K +$6.46K +56 +3%
TWM
932
TriaGen Wealth Management
California
$226K +$224K +1,940 New
WAM
933
Wallington Asset Management
Indiana
$226K +$224K +1,940 New
CWS
934
Cypress Wealth Services
California
$225K -$14.1K -122 -6%
BBNA
935
Bremer Bank National Association
Minnesota
$225K
PCM
936
Poehling Capital Management
Wisconsin
$225K
IAMOG
937
Investors Asset Management of Georgia
Georgia
$224K +$222K +1,922 New
JWS
938
Juncture Wealth Strategies
Arizona
$223K -$442K -3,831 -67%
TLFA
939
True Link Financial Advisors
California
$223K +$30.1K +261 +24%
CRC
940
Curi RMB Capital
Illinois
$220K -$1.05M -9,092 -83%
AC
941
Alexandria Capital
Virginia
$220K +$218K +1,888 New
CSPIA
942
Cary Street Partners Investment Advisory
Virginia
$219K -$2.08K -18 -1%
FLII
943
First Long Island Investors
New York
$219K
FUBT
944
First United Bank & Trust
Maryland
$218K -$42.2K -366 -16%
SMG
945
Spectrum Management Group
Indiana
$218K
BG
946
Bollard Group
Massachusetts
$218K +$693 +6 +0.3%
CCM
947
Carlson Capital Management
Minnesota
$218K +$215K +1,865 New
CCM
948
Crossvault Capital Management
Texas
$216K +$214K +1,850 New
LBC
949
Lowe Brockenbrough & Co
Virginia
$213K +$211K +1,825 New
NCM
950
Novare Capital Management
North Carolina
$210K +$207K +1,795 New

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.