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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
FA
1326
Financial Advantage
Maryland
$42K
PCTC
1327
Perkins Coie Trust Company
Washington
$42K
VCM
1328
Versant Capital Management
Arizona
$42K
AWMS
1329
Advocacy Wealth Management Services
Georgia
$42K +$797 +6 +2%
BWP
1330
Baldwin Wealth Partners
Massachusetts
$42K +$4.65K +35 +13%
CWM
1331
Cedar Wealth Management
California
$41K
GAM
1332
Gemmer Asset Management
California
$41K
WTA
1333
Washington Trust Advisors
Massachusetts
$41K +$38.8K +292 New
MTIC
1334
Missouri Trust & Investment Company
Missouri
$40K +$37.7K +284 New
LF
1335
Lee Financial
Texas
$40K +$37.8K +285 New
HS
1336
Horan Securities
United States
$39K +$37K +279 New
BC
1337
Barnett & Company
Tennessee
$38K -$5.31K -40 -13%
AFS
1338
Annapolis Financial Services
Maryland
$38K
BWA
1339
BDO Wealth Advisors
Florida
$38K
FCMT
1340
Founders Capital Management (Texas)
Texas
$38K
VNA
1341
Valley National Advisers
Pennsylvania
$37K -$12.5K -94 -26%
OSNBOA
1342
Old Second National Bank of Aurora
Illinois
$37K +$18.6K +140 +76%
AAP
1343
Arax Advisory Partners
Colorado
$37K +$31.6K +238 +952%
LWA
1344
Lenox Wealth Advisors
New York
$35K
IFAM
1345
Institutional & Family Asset Management
Colorado
$34K -$324K -2,441 -91%
SCA
1346
Stonebridge Capital Advisors
Minnesota
$34K -$5.58K -42 -15%
BC
1347
Burleson & Co
California
$34K
WT
1348
Washington Trust
Rhode Island
$34K +$6.64K +50 +26%
C
1349
Covestor
United Kingdom
$34K +$32K +241 New
BWL
1350
Bogart Wealth LLC
Virginia
$33K

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.