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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
GWMIA
1351
Global Wealth Management Investment Advisory
Florida
$33K
GG
1352
Gleason Group
Kentucky
$33K +$133 +1 +0.4%
KA
1353
Kozak & Associates
Colorado
$33K +$133 +1 +0.4%
MBFW
1354
Morton Brown Family Wealth
Pennsylvania
$33K +$31.2K +235 New
AWM
1355
Accel Wealth Management
Iowa
$32K
CYG
1356
Clean Yield Group
Vermont
$32K
LAS
1357
Lloyd Advisory Services
Georgia
$31K
SQA
1358
Simon Quick Advisors
New Jersey
$31K +$266 +2 +0.9%
TF
1359
Tompkins Financial
New York
$30K +$11.8K +89 +71%
BCM
1360
Bourgeon Capital Management
Connecticut
$29K
HCM
1361
Highlander Capital Management
New Jersey
$29K
HR
1362
Howe & Rusling
New York
$29K +$17.3K +130 +173%
SMA
1363
Sage Mountain Advisors
Georgia
$28K
LFG
1364
Larson Financial Group
Missouri
$27K
LC
1365
Lindbrook Capital
California
$27K +$25.9K +195 New
HIM
1366
HawsGoodwin Investment Management
Tennessee
$26K -$1.2K -9 -5%
LWA
1367
Lowe Wealth Advisors
Maryland
$26K
OA
1368
Operose Advisors
Wisconsin
$25K +$23.6K +178 New
SC
1369
Steph & Co
Wisconsin
$24K
APC
1370
Aspire Private Capital
North Carolina
$23K +$9.16K +69 +71%
TA
1371
Tectonic Advisors
Texas
$22K -$7.7K -58 -27%
SWM
1372
Selective Wealth Management
Virginia
$21K
MAM
1373
Mystic Asset Management
Rhode Island
$21K +$19.9K +150 New
IRAG
1374
Investment Research & Advisory Group
Georgia
$20K +$18.9K +142 New
EWA
1375
Evolution Wealth Advisors
Florida
$19.2K +$424K +3,196 +2%

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.