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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
ICP
1226
Interchange Capital Partners
Pennsylvania
-$1.16M -9,695 Closed
YIH
1227
Y-Intercept (HK)
Hong Kong
-$931K -7,992 Closed
Parallax Volatility Advisers
1228
Parallax Volatility Advisers
California
-$971K -7,922 -100%
VAG
1229
VisionPoint Advisory Group
Texas
-$899K -7,701 Closed
TPA
1230
Trivium Point Advisory
Connecticut
-$879K -7,529 Closed
SS
1231
Simplicity Solutions
Minnesota
-$813K -6,966 Closed
FC
1232
Ferris Capital
Massachusetts
-$759K -6,500 Closed
MPPLM
1233
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$548K -6,184 Closed
WANY
1234
Wealthspire Advisors (New York)
New York
-$687K -5,887 Closed
LS
1235
Leelyn Smith
Illinois
-$631K -5,407 Closed
CWM
1236
Connecticut Wealth Management
Connecticut
-$614K -5,260 Closed
BL
1237
BFSG LLC
California
-$483K -4,135 Closed
AWA
1238
Arete Wealth Advisors
Illinois
-$457K -3,911 Closed
UFA
1239
US Financial Advisors
Massachusetts
-$439K -3,763 Closed
MHS
1240
M Holdings Securities
Oregon
-$412K -3,529 Closed
CBT
1241
Capital Bank & Trust
California
-$395K -3,388 Closed
LIM
1242
Loudon Investment Management
New Hampshire
-$371K -3,178 Closed
FMWA
1243
Forvis Mazars Wealth Advisors
Missouri
-$359K -3,074 Closed
ACM
1244
Atlanta Capital Management
Georgia
-$353K -3,023 Closed
DCM
1245
Dimension Capital Management
Florida
-$321K -2,755 Closed
Toronto Dominion Bank
1246
Toronto Dominion Bank
Ontario, Canada
-$315K -2,697 Closed
CAMG
1247
CWA Asset Management Group
Florida
-$309K -2,646 Closed
TA
1248
TrueWealth Advisors
Alabama
-$281K -2,303 Closed
CFG
1249
Citizens Financial Group
Rhode Island
-$256K -2,196 Closed
AUB
1250
Atlantic Union Bankshares
Virginia
-$231K -1,980 Closed

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.