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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
RAM
1051
Riggs Asset Management
Pennsylvania
$132K -$341K -2,784 -73%
CAAS
1052
Capital Asset Advisory Services
Michigan
$131K
Jones Financial Companies
1053
Jones Financial Companies
Missouri
$128K -$19.7K -161 -14%
MAWCM
1054
Mine & Arao Wealth Creation & Management
California
$126K
APWA
1055
Atlas Private Wealth Advisors
New Jersey
$125K -$27.8K -227 -19%
TVWM
1056
Tower View Wealth Management
Wisconsin
$123K +$368 +3 +0.3%
TCM
1057
TD Capital Management
Tennessee
$119K +$9.8K +80 +9%
HC
1058
Hoese & Co
Minnesota
$117K
QCG
1059
Quadrant Capital Group
Ohio
$114K -$2.7K -22 -2%
CAM
1060
Cozad Asset Management
Illinois
$113K -$184K -1,500 -63%
GC
1061
Garde Capital
Washington
$113K
TLFA
1062
True Link Financial Advisors
California
$112K -$86.2K -703 -53%
BFC
1063
Bedel Financial Consulting
Indiana
$111K
ZB
1064
Zions Bancorporation
Utah
$110K
RFA
1065
Reilly Financial Advisors
California
$109K -$17.2K -140 -14%
TFS
1066
TrustCore Financial Services
Tennessee
$109K -$12.3K -100 -10%
CAM
1067
Costello Asset Management
Pennsylvania
$109K
FMII
1068
Farmers & Merchants Investments Inc
Nebraska
$105K +$75.3K +614 +284%
IFAM
1069
Institutional & Family Asset Management
Colorado
$102K -$28.8K -235 -23%
FFG
1070
Ford Financial Group
California
$102K +$99.8K +814 New
SWM
1071
Sugarloaf Wealth Management
Georgia
$101K +$52.2K +426 +114%
PGWM
1072
Parisi Gray Wealth Management
New Jersey
$100K +$97.3K +794 New
SIAP
1073
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$98K +$13.1K +107 +16%
SWA
1074
SOA Wealth Advisors
New York
$97K
AIM
1075
Anchor Investment Management
South Carolina
$95.8K

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.