We are live on ! Find out more
XLV icon

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
CHA
1026
Carmichael Hill & Associates
Maryland
$169K -$9.44K -77 -5%
HWMA
1027
Heritage Wealth Management (Arizona)
Arizona
$168K +$163K +1,332 New
KPCM
1028
Kings Point Capital Management
New York
$167K
WTC
1029
WhitTier Trust Company
Nevada
$167K +$1.35K +11 +0.8%
KFI
1030
Key Financial Inc
Pennsylvania
$166K
BFG
1031
Baron Financial Group
New Jersey
$164K -$1.96K -16 -1%
SC
1032
Sierra Capital
Florida
$164K
ADL
1033
Asset Dedication LLC
California
$163K +$105K +857 +192%
AW
1034
Alaethes Wealth
Nevada
$163K +$158K +1,293 New
CAL
1035
Capital Advisors Ltd
Ohio
$157K -$52K -424 -25%
ACA
1036
Aptus Capital Advisors
Alabama
$156K +$47.7K +389 +46%
WOC
1037
West Oak Capital
California
$154K -$3.68K -30 -2%
TC
1038
Truvestments Capital
Florida
$152K -$30.3K -247 -17%
CA
1039
Crewe Advisors
Utah
$152K -$2.82K -23 -2%
PSIWM
1040
Paradigm Strategies in Wealth Management
Minnesota
$151K +$613 +5 +0.4%
HFM
1041
Hartford Financial Management
Connecticut
$150K +$27.9K +228 +24%
WB
1042
Webster Bank
Connecticut
$148K
OFG
1043
Oxford Financial Group
Indiana
$148K +$139K +1,133 +2,575%
AA
1044
Ancora Advisors
Ohio
$146K -$38.9K -317 -21%
UFF
1045
USA Financial Formulas
Michigan
$146K -$7.35K -60 -5%
FCA
1046
FinTrust Capital Advisors
South Carolina
$144K +$7.72K +63 +6%
AFG
1047
Albion Financial Group
Utah
$140K +$136K +1,111 New
CAGAS
1048
Capital Advisory Group Advisory Services
Minnesota
$137K -$26.4K -215 -17%
BU
1049
BBVA USA
Alabama
$137K +$134K +1,090 New
SNT
1050
Security National Trust
West Virginia
$133K

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.