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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
BEI
1301
Benjamin Edwards Inc
Missouri
$66K +$4.65K +35 +8%
DI
1302
Disciplined Investments
Oklahoma
$63K -$11.3K -85 -16%
DWP
1303
Destiny Wealth Partners
Florida
$63K
DSC
1304
Duncker Streett & Co
Missouri
$61K
JFGIW
1305
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K -$1.46K -11 -3%
HC
1306
Hoese & Co
Minnesota
$60K
VRM
1307
Vectors Research Management
New York
$58K +$6.91K +52 +15%
IWP
1308
IAG Wealth Partners
Wisconsin
$57K
RP
1309
Rice Partnership
Hawaii
$57K +$4.12K +31 +8%
CAL
1310
Capital Analysts LLC
Pennsylvania
$57K +$8.63K +65 +19%
WFO
1311
Wealthgate Family Office
Colorado
$56K -$19.4K -146 -27%
BAM
1312
Bellevue Asset Management
Washington
$55K
ME
1313
McIlrath & Eck
Washington
$55K
CMA
1314
Cedar Mountain Advisors
Oregon
$53K
SAM
1315
Strategic Asset Management
Minnesota
$51K -$929 -7 -2%
EWM
1316
Edge Wealth Management
New York
$51K
CWS
1317
Confluence Wealth Services
Pennsylvania
$51K +$48.7K +367 New
WAS
1318
Winch Advisory Services
Wisconsin
$49K +$133 +1 +0.3%
FCT
1319
First Community Trust
Iowa
$48.2K +$45.4K +342 New
RPCONE
1320
Retirement Planning Company of New England
Rhode Island
$48K +$45.4K +342 New
CPFP
1321
Clear Perspectives Financial Planning
Ohio
$46K
PO
1322
Private Ocean
California
$46K
MIM
1323
Macroview Investment Management
Maryland
$44K +$133 +1 +0.3%
TFP
1324
Tilia Fiduciary Partners
North Carolina
$43K +$40.1K +302 New
AIC
1325
Archer Investment Corporation
Indiana
$42.1K -$78.3K -590 -66%

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.