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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
CAL
1126
Capital Analysts LLC
Pennsylvania
$43K -$33K -269 -44%
LFG
1127
Larson Financial Group
Missouri
$43K -$245 -2 -0.6%
CPFP
1128
Clear Perspectives Financial Planning
Ohio
$41K
PO
1129
Private Ocean
California
$41K
MIM
1130
Macroview Investment Management
Maryland
$39K
PA
1131
Perennial Advisors
New York
$38K
PCTC
1132
Perkins Coie Trust Company
Washington
$38K
VCM
1133
Versant Capital Management
Arizona
$38K
FA
1134
Financial Advantage
Maryland
$37K -$20.3K -166 -36%
AWMS
1135
Advocacy Wealth Management Services
Georgia
$37K
GAM
1136
Gemmer Asset Management
California
$37K
HPC
1137
HM Payson & Co
Maine
$36K -$3.06K -25 -8%
CWM
1138
Cedar Wealth Management
California
$36K +$19.5K +159 +122%
HS
1139
Horan Securities
United States
$35K +$123 +1 +0.4%
AFS
1140
Annapolis Financial Services
Maryland
$34K -$490 -4 -1%
FCMT
1141
Founders Capital Management (Texas)
Texas
$34K
VNA
1142
Valley National Advisers
Pennsylvania
$34K +$3.19K +26 +11%
BWP
1143
Baldwin Wealth Partners
Massachusetts
$33K
LC
1144
Lindbrook Capital
California
$33K
HF
1145
Halpern Financial
Virginia
$31.1K
BC
1146
Burleson & Co
California
$30K
GWMIA
1147
Global Wealth Management Investment Advisory
Florida
$30K
PCA
1148
Providence Capital Advisors
North Carolina
$30K
SIA
1149
SkyView Investment Advisors
New Jersey
$30K
AWM
1150
Accel Wealth Management
Iowa
$29K

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.