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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
GG
1151
Gleason Group
Kentucky
$29K +$123 +1 +0.4%
LAS
1152
Lloyd Advisory Services
Georgia
$28K +$4.9K +40 +22%
CYG
1153
Clean Yield Group
Vermont
$28K +$27.6K +225 New
SQA
1154
Simon Quick Advisors
New Jersey
$27K +$4.29K +35 +19%
BCM
1155
Bourgeon Capital Management
Connecticut
$26K
HCM
1156
Highlander Capital Management
New Jersey
$26K
TIM
1157
Tortoise Investment Management
New York
$26K +$15.7K +128 +171%
SC
1158
Solstein Capital
California
$25K +$24.5K +200 New
LWA
1159
Lowe Wealth Advisors
Maryland
$24K +$22.9K +187 New
OSNBOA
1160
Old Second National Bank of Aurora
Illinois
$23K
SIS
1161
Sound Income Strategies
Florida
$21K -$35.9K -293 -64%
DAM
1162
Delta Asset Management
Tennessee
$21K
SC
1163
Steph & Co
Wisconsin
$21K
EI
1164
Ellevest Inc
New York
$20K -$105K -853 -85%
SWM
1165
Selective Wealth Management
Virginia
$19K +$12.3K +100 +196%
WQ
1166
Wealth Quarterback
New Jersey
$19K +$17.8K +145 New
PWP
1167
Personal Wealth Partners
Minnesota
$19K +$18.4K +150 New
FPFS
1168
First Personal Financial Services
North Carolina
$17K
LB
1169
Legacy Bridge
Iowa
$17K
HI
1170
Hudock Inc
Pennsylvania
$16K -$980 -8 -6%
BL
1171
Balentine LLC
Georgia
$16K
M
1172
MOTCO
Texas
$16K
HWM
1173
HighMark Wealth Management
Minnesota
$16K +$980 +8 +7%
BWL
1174
Bogart Wealth LLC
Virginia
$16K +$15.3K +125 New
HFA
1175
HC Financial Advisors
California
$15K

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.