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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
AC
1076
AlphaCore Capital
California
$285K -$3.05K -23 -1%
CRWM
1077
Castle Rock Wealth Management
California
$285K
MWM
1078
Modera Wealth Management
New Jersey
$284K +$266 +2 +0.1%
FFA
1079
Fragasso Financial Advisors
Pennsylvania
$284K +$267K +2,014 New
T2I
1080
Turim 21 Investimentos
Brazil
$284K +$268K +2,017 New
AG
1081
Appleton Group
Wisconsin
$283K -$37.3K -281 -12%
FM
1082
Family Management
New York
$282K
SAMT
1083
Select Asset Management & Trust
Pennsylvania
$282K
WSFS
1084
Wilmington Savings Fund Society
Delaware
$282K
WAOTB
1085
Wealth Advisors of Tampa Bay
Florida
$282K +$266K +2,000 New
FFA
1086
Founders Financial Alliance
North Carolina
$281K +$2.52K +19 +1%
PGAM
1087
Princeton Global Asset Management
New Jersey
$278K
WAM
1088
WNY Asset Management
New York
$278K +$262K +1,976 New
TPCW
1089
TD Private Client Wealth
New York
$277K -$97.7K -736 -27%
WCM
1090
Windham Capital Management
Massachusetts
$276K +$260K +1,961 New
LWMM
1091
Legacy Wealth Management (Mississippi)
Mississippi
$275K +$10.6K +80 +4%
SXL
1092
Summit X LLC
Missouri
$275K -$39.4K -297 -13%
ATFA
1093
All Terrain Financial Advisors
Minnesota
$275K -$21.5K -162 -8%
ASBI
1094
American State Bank (Iowa)
Iowa
$272K +$21K +158 +9%
G
1095
Gainplan
Michigan
$270K -$88.3K -665 -26%
TWM
1096
TriaGen Wealth Management
California
$268K
NLG
1097
New Legacy Group
New York
$268K +$252K +1,900 New
ATI
1098
Act Two Investors
California
$267K -$4.22M -31,783 -94%
CRC
1099
Curi RMB Capital
Illinois
$266K
FLII
1100
First Long Island Investors
New York
$265K

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.