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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
IIA
951
IPG Investment Advisors
California
$241K -$554K -4,520 -70%
B
952
Bellecapital
Switzerland
$239K +$15.4K +126 +7%
AC
953
Alexandria Capital
Virginia
$238K
CRC
954
Curi RMB Capital
Illinois
$238K
FLII
955
First Long Island Investors
New York
$237K
Mackenzie Financial
956
Mackenzie Financial
Ontario, Canada
$236K -$3.02M -24,628 -93%
BG
957
Bollard Group
Massachusetts
$236K +$980 +8 +0.4%
CCM
958
Crossvault Capital Management
Texas
$231K -$12.9K -105 -6%
BA
959
Bridgewater Advisors
New York
$230K -$24.8K -202 -10%
LBC
960
Lowe Brockenbrough & Co
Virginia
$230K
CT
961
Chicago Trust
Illinois
$230K +$223K +1,823 New
RTS
962
Round Table Services
New Jersey
$226K -$20K -163 -8%
MPWT
963
MassMutual Private Wealth & Trust
Connecticut
$226K +$15.3K +125 +7%
NCM
964
Novare Capital Management
North Carolina
$225K -$1.1K -9 -0.5%
PAIM
965
Punch & Associates Investment Management
Minnesota
$225K
WWM
966
Windsor Wealth Management
Indiana
$225K +$219K +1,783 New
ASBI
967
American State Bank (Iowa)
Iowa
$223K +$9.07K +74 +4%
PP
968
Pacifica Partners
Canada
$223K -$322K -2,630 -60%
ACM
969
Advisors Capital Management
New Jersey
$222K
OWA
970
Outlook Wealth Advisors
Texas
$222K +$858 +7 +0.4%
WA
971
WealthTrust Axiom
Pennsylvania
$221K
PLFAM
972
Pineno Levin & Ford Asset Management
Virginia
$220K
SB
973
Sunflower Bank
Texas
$219K -$54.5K -445 -20%
BFPW
974
BOK Financial Private Wealth
Colorado
$219K
HA
975
Hamel Associates
New Jersey
$219K +$213K +1,740 New

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.