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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
LC
1101
Lavaca Capital
Texas
$265K
BG
1102
Bollard Group
Massachusetts
$265K +$929 +7 +0.4%
LDFR
1103
Lehman & Derafelo Financial Resources
Pennsylvania
$263K
AWAG
1104
ARS Wealth Advisors Group
Florida
$262K -$96.3K -725 -28%
MRC
1105
Millburn Ridgefield Corp
New York
$262K -$6.51K -49 -3%
AF
1106
Allworth Financial
California
$262K +$133 +1 +0.1%
SW
1107
StrongBox Wealth
Missouri
$260K +$10.8K +81 +5%
PWMAG
1108
Pinnacle Wealth Management Advisory Group
New Jersey
$260K +$245K +1,843 New
KFSC
1109
Keystone Financial Services (Colorado)
Colorado
$259K +$244K +1,840 New
BA
1110
Bridgewater Advisors
New York
$257K
HA
1111
Hamel Associates
New Jersey
$256K
MPWT
1112
MassMutual Private Wealth & Trust
Connecticut
$253K -$71.7K -540 -23%
UBG
1113
United Bank (Georgia)
Georgia
$252K -$16.9K -127 -7%
ACM
1114
Advisors Capital Management
New Jersey
$252K +$2.66K +20 +1%
GGS
1115
Galvin Gaustad & Stein
Arizona
$251K
AUB
1116
Atlantic Union Bankshares
Virginia
$251K +$26.4K +199 +13%
FA
1117
Fountainhead AM
New Jersey
$251K +$236K +1,780 New
RIM
1118
Rockbridge Investment Management
New York
$250K +$12.9K +97 +6%
WA
1119
Wealth Architects
California
$249K -$45.7K -344 -16%
DP
1120
Dearborn Partners
Illinois
$249K
CCM
1121
Crossvault Capital Management
Texas
$249K +$1.99K +15 +0.9%
UIA
1122
Ulland Investment Advisors
Minnesota
$249K +$234K +1,765 New
CFC
1123
Coyle Financial Counsel
Illinois
$249K +$235K +1,768 New
CTFG
1124
Capstone Triton Financial Group
Oklahoma
$248K
PWMG
1125
Pinnacle Wealth Management Group
Michigan
$247K -$197K -1,480 -46%

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.