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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
TVAMP
1251
Tennessee Valley Asset Management Partners
Tennessee
-$227K -1,945 Closed
CWS
1252
Cypress Wealth Services
California
-$225K -1,925 Closed
CCM
1253
Carlson Capital Management
Minnesota
-$218K -1,865 Closed
CMI
1254
Clare Market Investments
Texas
-$208K -1,785 Closed
NG
1255
Northstar Group
New York
-$200K -1,709 Closed
BCP
1256
Blue Chip Partners
Michigan
-$163K -1,395 Closed
SAS
1257
Stelac Advisory Services
New York
-$140K -1,201 Closed
MWP
1258
Meridian Wealth Partners
Pennsylvania
-$80K -688 Closed
TCWM
1259
Total Clarity Wealth Management
Illinois
-$73K -624 Closed
WCM
1260
Wealthcare Capital Management
Virginia
-$70K -600 Closed
TCM
1261
Tradewinds Capital Management
Washington
-$54K -462 Closed
DWP
1262
Destiny Wealth Partners
Florida
-$52K -444 Closed
GCM
1263
Gables Capital Management
Florida
-$30K -259 Closed
WP
1264
WealthShield Partners
North Carolina
-$30K -257 Closed
MF
1265
Manchester Financial
California
-$23K -197 Closed
VBCG
1266
Valley Brook Capital Group
Pennsylvania
-$20K -179 Closed
FGAM
1267
Financial Gravity Asset Management
Texas
-$17 -148 Closed
BAMG
1268
Brand Asset Management Group
Missouri
-$16K -136 Closed
SCA
1269
Stuart Chaussee & Associates
California
-$16K -136 Closed
MWM
1270
Mascoma Wealth Management
New Hampshire
-$13K -115 Closed
NIC
1271
Northwest Investment Counselors
Oregon
-$12K -100 Closed
APWM
1272
Atlas Private Wealth Management
New York
-$11K -96 Closed
HI
1273
Hoey Investments
Pennsylvania
-$9K -75 Closed
HR
1274
Howe & Rusling
New York
-$8K -66 Closed
BWA
1275
BDO Wealth Advisors
Florida
-$7K -62 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.