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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
FPFS
1376
First Personal Financial Services
North Carolina
$19K
LB
1377
Legacy Bridge
Iowa
$19K
EWA
1378
EverSource Wealth Advisors
Alabama
$19K +$18.2K +137 New
BL
1379
Balentine LLC
Georgia
$18K -$81.9K -617 -83%
DAM
1380
Delta Asset Management
Tennessee
$18K -$5.05K -38 -23%
HI
1381
Hudock Inc
Pennsylvania
$18K
HWM
1382
HighMark Wealth Management
Minnesota
$18K +$133 +1 +0.8%
TCWA
1383
Ten Capital Wealth Advisors
Washington
$17K -$194K -1,458 -92%
HFA
1384
HC Financial Advisors
California
$17K
JSAM
1385
J. Safra Asset Management
New York
$16K -$1.19M -8,946 -80%
CFFP
1386
Center for Financial Planning
Michigan
$16K
EBA
1387
Eagle Bay Advisors
New York
$16K
MWM
1388
Mascoma Wealth Management
New Hampshire
$16K
RDIA
1389
RE Dickinson Investment Advisors
Iowa
$16K +$15K +113 New
AWM
1390
Avior Wealth Management
Nebraska
$15K -$32.4K -244 -70%
EAM
1391
Eukles Asset Management
Ohio
$15K
MFT
1392
Moisand Fitzgerald Tamayo
Florida
$15K
RDFA
1393
Ritter Daniher Financial Advisory
Ohio
$15K
Optiver Holding
1394
Optiver Holding
Netherlands
$14K +$13.5K +102 New
BA
1395
Ballast Advisors
Minnesota
$13K
FPB
1396
First PREMIER Bank
South Dakota
$13K
IF
1397
Integrity Financial
Wyoming
$13K +$12.1K +91 New
KCM
1398
KRS Capital Management
Michigan
$13K +$12.3K +93 New
GGI
1399
Godsey & Gibb Inc
Virginia
$12K
BC
1400
Belmont Capital
California
$12K +$9.56K +72 +514%

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.