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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
EFS
1001
Essex Financial Services
Connecticut
$202K +$196K +1,600 New
FNBSF
1002
First National Bank Sioux Falls
South Dakota
$202K +$196K +1,600 New
APP
1003
Avantax Planning Partners
Iowa
$202K +$196K +1,603 New
PAI
1004
Pittenger & Anderson Inc
Nebraska
$201K -$3.06K -25 -2%
SWM
1005
Segment Wealth Management
Texas
$201K +$195K +1,595 New
PP
1006
Prosperity Planning
Missouri
$200K +$195K +1,588 New
SMG
1007
Spectrum Management Group
Indiana
$198K -$36.8K -300 -16%
CP
1008
Corbenic Partners
Pennsylvania
$196K
AIM
1009
Acropolis Investment Management
Missouri
$195K -$11.2K -91 -6%
JFA
1010
JNBA Financial Advisors
Minnesota
$192K +$23.3K +190 +14%
AF
1011
Allworth Financial
California
$191K +$123 +1 +0.1%
RMC
1012
Resources Management Corp
Connecticut
$190K
BW
1013
Bison Wealth
Georgia
$189K +$30.9K +252 +20%
GWSG
1014
GPS Wealth Strategies Group
Colorado
$184K -$11.9K -97 -6%
MA
1015
MCF Advisors
Kentucky
$182K -$91.9K -750 -34%
AA
1016
AlphaCentric Advisors
Puerto Rico
$180K -$1.23K -10 -0.7%
First Manhattan
1017
First Manhattan
New York
$179K +$40K +326 +30%
MPCG
1018
Matrix Private Capital Group
New York
$178K +$6.74K +55 +4%
COCM
1019
Charter Oak Capital Management
New Hampshire
$177K -$3.68K -30 -2%
PCG
1020
Private Capital Group
Connecticut
$177K
ST
1021
Smithfield Trust
Pennsylvania
$177K
SFC
1022
SYM Financial Corp
Indiana
$174K
TA
1023
Tectonic Advisors
Texas
$172K -$980 -8 -0.6%
CHC
1024
City Holding Co
West Virginia
$170K -$6.13K -50 -4%
FRA
1025
Front Row Advisors
California
$170K

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.