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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
CAM
976
Carret Asset Management
New York
$219K +$213K +1,742 New
ACP
977
Aviance Capital Partners
Florida
$217K -$97.1K -792 -32%
SDWIA
978
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$217K
WA
979
WP Advisors
California
$217K +$735 +6 +0.4%
TCM
980
Traynor Capital Management
Pennsylvania
$217K +$207K +1,693 New
P
981
&Partners
Tennessee
$215K +$209K +1,706 New
CFD
982
Creative Financial Designs
Indiana
$214K +$51.6K +421 +33%
CBN
983
Cadence Bank NA
Texas
$214K +$208K +1,700 New
Luther King Capital Management (LKCM)
984
Luther King Capital Management (LKCM)
Texas
$213K
GA
985
Greytown Advisors
Florida
$213K +$207K +1,689 New
MWM
986
Mattern Wealth Management
Kansas
$212K +$202K +1,648 New
RIM
987
Rockbridge Investment Management
New York
$211K
MRC
988
Millburn Ridgefield Corp
New York
$211K +$13.7K +112 +7%
MWM
989
Modera Wealth Management
New Jersey
$211K +$205K +1,676 New
LDFR
990
Lehman & Derafelo Financial Resources
Pennsylvania
$210K
DP
991
Dearborn Partners
Illinois
$210K +$204K +1,667 New
CCM
992
Crew Capital Management
Ohio
$209K +$203K +1,658 New
AO
993
Advisor OS
Illinois
$208K +$202K +1,652 New
PFM
994
Parsec Financial Management
North Carolina
$208K +$203K +1,653 New
TI
995
Tidal Investments
Wisconsin
$205K +$200K +1,630 New
JWS
996
Juncture Wealth Strategies
Arizona
$204K -$46.6K -380 -20%
LWMM
997
Legacy Wealth Management (Mississippi)
Mississippi
$203K +$198K +1,615 New
CTFG
998
Capstone Triton Financial Group
Oklahoma
$203K -$22.2K -181 -10%
MC
999
Miramar Capital
Illinois
$203K +$187K +1,528 New
FNBOSM
1000
First National Bank of South Miami
Florida
$202K -$2.08K -17 -1%

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.