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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
WOC
1001
West Oak Capital
California
$147K
FRA
1002
Front Row Advisors
California
$146K
BW
1003
Bison Wealth
Georgia
$145K
CFA
1004
Carroll Financial Associates
North Carolina
$144K +$2.54K +22 +2%
WWM
1005
Wolff Wiese Magana
California
$143K -$20.4K -177 -13%
APWA
1006
Atlas Private Wealth Advisors
New Jersey
$143K +$10.8K +94 +8%
CA
1007
Crewe Advisors
Utah
$143K +$104K +898 +272%
UFF
1008
USA Financial Formulas
Michigan
$142K -$37.3K -323 -21%
SAS
1009
Stelac Advisory Services
New York
$140K -$1.71M -14,815 -93%
PSIWM
1010
Paradigm Strategies in Wealth Management
Minnesota
$139K +$137K +1,191 New
Jones Financial Companies
1011
Jones Financial Companies
Missouri
$138K +$32.3K +280 +31%
WB
1012
Webster Bank
Connecticut
$137K +$5.89K +51 +5%
EVM
1013
Eaton Vance Management
Massachusetts
$132K +$130K +1,130 New
LWANC
1014
Laurel Wealth Advisors (North Carolina)
North Carolina
$131K -$7.5K -65 -5%
First Manhattan
1015
First Manhattan
New York
$128K -$28.6K -248 -18%
FCA
1016
FinTrust Capital Advisors
South Carolina
$127K
APC
1017
Aspire Private Capital
North Carolina
$126K -$64.8K -561 -34%
SNT
1018
Security National Trust
West Virginia
$123K
IFAM
1019
Institutional & Family Asset Management
Colorado
$122K +$62.9K +545 +110%
CAAS
1020
Capital Asset Advisory Services
Michigan
$121K -$6.46K -56 -5%
KTC
1021
Kistler-Tiffany Companies
Pennsylvania
$119K -$29.4K -255 -20%
RFA
1022
Reilly Financial Advisors
California
$118K +$16.2K +140 +16%
EI
1023
Ellevest Inc
New York
$118K +$76K +658 +188%
MAWCM
1024
Mine & Arao Wealth Creation & Management
California
$117K
WFA
1025
WestHill Financial Advisors
California
$116K +$114K +991 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.