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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
OAM
1001
Occidental Asset Management
California
$359K +$19K +143 +6%
BAS
1002
Brown Advisory Securities
Maryland
$356K -$12.2K -92 -4%
CFCI
1003
Comprehensive Financial Consultants Institutional
Indiana
$354K +$359K +2,706 New
CAN
1004
Claraphi Advisory Network
United States
$351K -$263K -1,979 -44%
WTB
1005
Washington Trust Bank
Washington
$349K +$329K +2,476 New
CIM
1006
Contravisory Investment Management
Massachusetts
$347K +$6.77K +51 +2%
FLPIM
1007
F.L. Putnam Investment Management
Massachusetts
$346K +$68.6K +517 +27%
FPCP
1008
Fort Point Capital Partners
California
$344K -$3.32K -25 -1%
FHB
1009
First Hawaiian Bank
Hawaii
$344K
MPCL
1010
My Personal CFO LLC
Washington
$343K +$324K +2,438 New
ML
1011
McAdam LLC
Pennsylvania
$342K +$8.1K +61 +3%
BBPWM
1012
Blue Bell Private Wealth Management
Pennsylvania
$339K
GFS
1013
GYL Financial Synergies
Connecticut
$339K +$3.32K +25 +1%
Federated Hermes
1014
Federated Hermes
Pennsylvania
$338K -$1.01M -7,600 -76%
IWP
1015
Icon Wealth Partners
Texas
$338K -$10.9K -82 -3%
BWA
1016
BlueSky Wealth Advisors
North Carolina
$337K
MCA
1017
Millennium Capital Advisors
Arkansas
$336K +$317K +2,386 New
S
1018
SignatureFD
Georgia
$336K +$198K +1,491 +167%
HPC
1019
HM Payson & Co
Maine
$336K +$279K +2,099 +726%
DBRC
1020
D.B. Root & Company
Pennsylvania
$335K -$494K -3,717 -61%
DY
1021
Dowling & Yahnke
California
$334K
RWM
1022
Ritholtz Wealth Management
New York
$331K +$312K +2,349 New
DI
1023
DFPG Investments
Utah
$330K -$5.84K -44 -2%
BWCS
1024
Beirne Wealth Consulting Services
Connecticut
$328K
NSIM
1025
North Star Investment Management
Illinois
$328K +$133 +1 +0%

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.