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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
KCFA
926
Key Client Fiduciary Advisors
New Jersey
$446K +$420K +3,166 New
MA
927
MUFG Americas
New York
$445K -$132K -997 -24%
CFS
928
CRA Financial Services
New Jersey
$441K +$36K +271 +9%
CC
929
Corsicana & Co
Texas
$440K -$49.1K -370 -11%
BFS
930
Bradley Foster & Sargent
Connecticut
$439K +$49K +369 +13%
BCA
931
Bay Colony Advisors
Massachusetts
$439K +$120K +901 +41%
KPWG
932
KFA Private Wealth Group
Virginia
$438K +$18.1K +136 +5%
ACP
933
Ashfield Capital Partners
California
$436K
DP
934
DDD Partners
Washington
$435K +$410K +3,090 New
CTC
935
Central Trust Company
Missouri
$434K +$67.3K +507 +20%
MCM
936
Maryland Capital Management
Maryland
$433K
HWA
937
HCR Wealth Advisors
California
$431K -$8.63K -65 -2%
AFP
938
Ausdal Financial Partners
Iowa
$429K +$18.9K +142 +5%
BFP
939
Briaud Financial Planning
Texas
$425K +$401K +3,022 New
IAA
940
Ironsides Asset Advisors
North Carolina
$423K -$199K -1,500 -33%
LSA
941
Lion Street Advisors
Texas
$423K
JSC
942
Jackson Square Capital
California
$423K +$42.5K +320 +12%
PFSC
943
Peoples Financial Services Corp
Pennsylvania
$422K +$3.32K +25 +0.8%
LWANC
944
Laurel Wealth Advisors (North Carolina)
North Carolina
$421K
WMG
945
WESCAP Management Group
California
$420K +$36.4K +274 +10%
PWM
946
PRW Wealth Management
Massachusetts
$419K +$1.86K +14 +0.5%
TDC
947
Thompson Davis & Co
Virginia
$416K +$392K +2,953 New
IAMOG
948
Investors Asset Management of Georgia
Georgia
$411K +$14.1K +106 +4%
WPW
949
Warther Private Wealth
Ohio
$410K +$27.1K +204 +7%
WAM
950
Wallington Asset Management
Indiana
$409K

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.