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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
CQS
926
Credential Qtrade Securities
$258K -$6.37K -52 -2%
KIG
927
Kowal Investment Group
Wisconsin
$258K +$251K +2,045 New
WA
928
Wealth Architects
California
$258K +$251K +2,052 New
NSIM
929
North Star Investment Management
Illinois
$257K +$123 +1 +0%
TCOO
930
Trust Company of Oklahoma
Oklahoma
$256K -$408K -3,330 -62%
CWM
931
Concentric Wealth Management
California
$255K -$12.3K -100 -5%
PIMG
932
Patriot Investment Management Group
Tennessee
$255K
NB
933
Northwest Bancshares
Pennsylvania
$255K +$1.47K +12 +0.6%
TWM
934
TriaGen Wealth Management
California
$254K -$2.45K -20 -1%
PHS
935
Pekin Hardy Strauss
Illinois
$254K
HFS
936
Howard Financial Services
Texas
$253K -$15.4K -126 -6%
BWCS
937
Beirne Wealth Consulting Services
Connecticut
$252K
FM
938
Family Management
New York
$252K
SAMT
939
Select Asset Management & Trust
Pennsylvania
$252K
WAM
940
Wolverine Asset Management
Illinois
$251K -$2.26M -18,400 -90%
VWA
941
V Wealth Advisors
Kansas
$251K +$246K +2,008 New
PGAM
942
Princeton Global Asset Management
New Jersey
$249K -$7.35K -60 -3%
1WA
943
180 Wealth Advisors
Washington
$249K
CSPIA
944
Cary Street Partners Investment Advisory
Virginia
$249K +$12.6K +103 +5%
PWW
945
Pettyjohn Wood & White
Virginia
$247K +$26.4K +215 +12%
AC
946
Avestar Capital
New York
$245K
SW
947
StrongBox Wealth
Missouri
$244K -$45.1K -368 -16%
BBNA
948
Bremer Bank National Association
Minnesota
$243K
PCM
949
Poehling Capital Management
Wisconsin
$241K -$1.84K -15 -0.8%
FFA
950
Founders Financial Alliance
North Carolina
$241K +$43.9K +358 +23%

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.