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State Street Health Care Select Sector SPDR ETF

1,463 hedge funds and large institutions have $27.9B invested in State Street Health Care Select Sector SPDR ETF in 2022 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 627 increasing their positions, 463 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 100

35% more repeat investments, than reductions

Existing positions increased: 627 | Existing positions reduced: 463

18% more funds holding in top 10

Funds holding in top 10: 106125 (+19)

2.03% more ownership

Funds ownership: 72.41%74.44% (+2%)

2% more funds holding

Funds holding: 1,4381,463 (+25)

26% less call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.65B

92% less capital invested

Capital invested by funds: $357B → $27.9B (-$330B)

Holders
1,463
Holders Change
+25
Holders Change %
+1.74%
% of All Funds
24.65%
Holding in Top 10
125
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+17.92%
% of All Funds
2.11%
New
143
Increased
627
Reduced
463
Closed
100
Calls
$1.22B
Puts
$1.65B
Net Calls
-$432M
Net Calls Change
+$288M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1201
Fragasso Financial Advisors
Pennsylvania
$222K +$524 +4 +0.2%
IWA
1202
IBEX Wealth Advisors
New Jersey
$222K +$655 +5 +0.3%
HIP
1203
HUB Investment Partners
Texas
$222K +$227K +1,728 New
WA
1204
Wealth Architects
California
$221K -$1.83K -14 -0.8%
PFM
1205
Parsec Financial Management
North Carolina
$221K
SCI
1206
Stableford Capital II
Arizona
$219K -$118K -899 -35%
CAN
1207
Claraphi Advisory Network
United States
$219K -$62.4K -476 -22%
MP
1208
McDonald Partners
Ohio
$218K +$786 +6 +0.4%
CSPIA
1209
Cary Street Partners Investment Advisory
Virginia
$217K +$222K +1,695 New
KW
1210
KWB Wealth
California
$215K +$219K +1,674 New
PWM
1211
PBMares Wealth Management
Virginia
$214K -$56.6K -432 -21%
SDWIA
1212
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$214K
CA
1213
Carson Advisory
Georgia
$214K +$218K +1,666 New
1WA
1214
180 Wealth Advisors
Washington
$213K
TVAMP
1215
Tennessee Valley Asset Management Partners
Tennessee
$213K +$218K +1,660 New
VFA
1216
Valeo Financial Advisors
Indiana
$212K -$1.13M -8,596 -84%
JFA
1217
JNBA Financial Advisors
Minnesota
$212K
CWM
1218
Cahaba Wealth Management
Georgia
$212K +$918 +7 +0.4%
SFG
1219
SNS Financial Group
Minnesota
$211K -$8.65K -66 -4%
CCMG
1220
Clark Capital Management Group
Pennsylvania
$209K +$214K +1,632 New
BP
1221
Ballentine Partners
Massachusetts
$209K +$214K +1,633 New
BTI
1222
Blue Trust Inc
Georgia
$208K +$199K +1,518 New
SAF
1223
Smith Anglin Financial
Texas
$208K +$212K +1,619 New
MA
1224
Momentum Advisors
New York
$207K +$211K +1,612 New
CCM
1225
Crossvault Capital Management
Texas
$206K -$11.1K -85 -5%

XLV Hedge Fund Activity: Q2 2022 in Review

1,463 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2022, worth a combined $27.9B — down 92% from $357B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new XLV positions and 100 closed out — a net gain of 43 holders — while 627 added to existing stakes and 463 trimmed.

The largest buyer was Bank of America, adding an estimated $595M. The largest seller was Barclays, cutting an estimated $576M.

  • 1,463 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2022, up from 1,438 in Q1 2022.
  • Funds reported $27.9B of State Street Health Care Select Sector SPDR ETF stock for Q2 2022, down 92% quarter-over-quarter.
  • 143 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2022 and 100 closed out, a net change of +43 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2022 was Bank of America, an estimated $595M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2022 was Barclays, an estimated $576M sold.

Based on aggregated 13F filings for Q2 2022.