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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
EBA
1176
Eagle Bay Advisors
New York
$15K +$14K +114 New
CFFP
1177
Center for Financial Planning
Michigan
$14K
RDFA
1178
Ritter Daniher Financial Advisory
Ohio
$14K
EAM
1179
Eukles Asset Management
Ohio
$13K
SL
1180
Savior LLC
Massachusetts
$13K
APC
1181
Aspire Private Capital
North Carolina
$12K -$121K -986 -91%
BA
1182
Ballast Advisors
Minnesota
$12K
FPB
1183
First PREMIER Bank
South Dakota
$12K
LWA
1184
Lenox Wealth Advisors
New York
$12K +$11.8K +96 New
GGI
1185
Godsey & Gibb Inc
Virginia
$11K +$10.4K +85 New
Vontobel Holding
1186
Vontobel Holding
Switzerland
$10K
FI
1187
FormulaFolio Investments
Michigan
$9K
TRCT
1188
Tower Research Capital (TRC)
New York
$8K -$6.5M -53,047 -100%
OC
1189
Oakworth Capital
Alabama
$8K
PFBT
1190
Parkside Financial Bank & Trust
Missouri
$7K
IBOK
1191
Independence Bank of Kentucky
Kentucky
$6K
FCM
1192
Firestone Capital Management
Florida
$6K +$123 +1 +2%
GP
1193
Greenline Partners
New York
$6K +$490 +4 +10%
MFT
1194
Moisand Fitzgerald Tamayo
Florida
$5K -$123 -1 -2%
POIA
1195
Pin Oak Investment Advisors
Texas
$5K +$5.27K +43 New
CWA
1196
Clearview Wealth Advisors
Oregon
$3K
IF
1197
Ironwood Financial
Arizona
$3K
MA
1198
MBA Advisors
Pennsylvania
$2.16K +$432K +3,526 +26%
NC
1199
NewSquare Capital
Pennsylvania
$2K -$5.9M -48,130 -100%
CCC
1200
Crescent Capital Consulting
Louisiana
$2K

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.