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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
MA
1151
MONECO Advisors
Connecticut
$233K +$7.17K +54 +3%
SRC
1152
Shufro Rose & Co
New York
$231K +$218K +1,639 New
HFS
1153
Howard Financial Services
Texas
$230K -$22.8K -172 -10%
CWM
1154
Concentric Wealth Management
California
$229K -$13.3K -100 -6%
CFAM
1155
Center For Asset Management
Florida
$229K +$216K +1,624 New
CCM
1156
Coldstream Capital Management
Washington
$229K +$216K +1,626 New
EFS
1157
Essex Financial Services
Connecticut
$228K -$4.12K -31 -2%
TI
1158
Tidal Investments
Wisconsin
$228K -$1.46K -11 -0.7%
CG
1159
Cutler Group
California
$227K -$23.9M -179,977 -99%
AWA
1160
Amplius Wealth Advisors
Pennsylvania
$227K +$214K +1,612 New
HLOC
1161
H.L. Ormond & Company
North Carolina
$226K +$225K +1,695 New
FNBSF
1162
First National Bank Sioux Falls
South Dakota
$225K
CFAM
1163
Coury Firm Asset Management
Pennsylvania
$225K +$212K +1,594 New
RC
1164
RegentAtlantic Capital
New Jersey
$225K +$212K +1,597 New
FNBOSM
1165
First National Bank of South Miami
Florida
$224K
FIM
1166
FWL Investment Management
Texas
$224K +$211K +1,590 New
PAI
1167
Pittenger & Anderson Inc
Nebraska
$223K
SWM
1168
Segment Wealth Management
Texas
$223K
CFA
1169
Carroll Financial Associates
North Carolina
$223K +$39.7K +299 +23%
SAS
1170
Sanford Advisory Services
Michigan
$223K +$210K +1,580 New
AWM
1171
Aries Wealth Management
Maine
$223K +$210K +1,581 New
PGWM
1172
Parisi Gray Wealth Management
New Jersey
$222K +$398 +3 +0.2%
SMG
1173
Spectrum Management Group
Indiana
$221K
CP
1174
Corbenic Partners
Pennsylvania
$220K
CAG
1175
Crestwood Advisors Group
Massachusetts
$220K +$208K +1,564 New

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.