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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
MFG
1051
Mission Financial Group
Nevada
$304K +$261K +1,962 New
TPW
1052
TL Private Wealth
Texas
$303K +$929 +7 +0.3%
Credit Agricole
1053
Credit Agricole
France
$303K +$286K +2,153 New
PCMC
1054
Paragon Capital Management (Colorado)
Colorado
$301K -$465K -3,500 -62%
LL
1055
LPWM LLC
Minnesota
$300K +$1.46K +11 +0.5%
CMI
1056
Clare Market Investments
Texas
$299K +$30.7K +231 +12%
FFA
1057
Freedman Financial Associates
Massachusetts
$299K
PAA
1058
Peregrine Asset Advisers
Oregon
$299K
WA
1059
Waverly Advisors
Alabama
$299K +$266 +2 +0.1%
HL
1060
HeadInvest LLC
Maine
$298K
PHS
1061
Pekin Hardy Strauss
Illinois
$298K +$2.66K +20 +1%
PWLP
1062
Prio Wealth Limited Partnership
Massachusetts
$297K
SP
1063
Successful Portfolios
Florida
$297K
FUBT
1064
First United Bank & Trust
Maryland
$295K +$3.05K +23 +1%
OWA
1065
Outlook Wealth Advisors
Texas
$295K +$37.4K +282 +16%
QTM
1066
qPULA Trading Management
New York
$295K +$278K +2,093 New
PWW
1067
Pettyjohn Wood & White
Virginia
$292K +$7.3K +55 +3%
Luther King Capital Management (LKCM)
1068
Luther King Capital Management (LKCM)
Texas
$290K
RMAM
1069
Raab & Moskowitz Asset Management
New Jersey
$290K
CFD
1070
Creative Financial Designs
Indiana
$290K +$15.5K +117 +6%
PP
1071
Patron Partners
Texas
$289K -$44.9K -338 -14%
NWM
1072
NEIRG Wealth Management
Massachusetts
$288K +$272K +2,046 New
TCOO
1073
Trust Company of Oklahoma
Oklahoma
$287K
PIMG
1074
Patriot Investment Management Group
Tennessee
$286K -$266 -2 -0.1%
LIM
1075
Loudon Investment Management
New Hampshire
$285K -$67.1K -505 -20%

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.