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State Street Health Care Select Sector SPDR ETF

1,438 hedge funds and large institutions have $357B invested in State Street Health Care Select Sector SPDR ETF in 2022 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 601 increasing their positions, 453 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,194% more capital invested

Capital invested by funds: $27.6B → $357B (+$330B)

33% more repeat investments, than reductions

Existing positions increased: 601 | Existing positions reduced: 453

13% more funds holding in top 10

Funds holding in top 10: 94106 (+12)

10% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 127

0% less funds holding

Funds holding: 1,4451,438 (-7)

4.93% less ownership

Funds ownership: 77.35%72.41% (-4.9%)

35% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $2.09B

Holders
1,438
Holders Change
-7
Holders Change %
-0.48%
% of All Funds
22.68%
Holding in Top 10
106
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+12.77%
% of All Funds
1.67%
New
140
Increased
601
Reduced
453
Closed
127
Calls
$1.36B
Puts
$2.09B
Net Calls
-$720M
Net Calls Change
-$1.15B
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1376
HM Payson & Co
Maine
$23K -$294K -2,220 -93%
LFG
1377
Larson Financial Group
Missouri
$23K -$2.78K -21 -11%
SC
1378
Steph & Co
Wisconsin
$23K
SWM
1379
Selective Wealth Management
Virginia
$21K
IUHSA
1380
Itau Unibanco Holding S.A.
Brazil
$21K +$20.7K +156 New
LC
1381
Lindbrook Capital
California
$20K -$6.36K -48 -25%
AWM
1382
Avior Wealth Management
Nebraska
$20K +$5.43K +41 +38%
PFGIA
1383
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$144K -1,084 -88%
IRAG
1384
Investment Research & Advisory Group
Georgia
$19K
BL
1385
Balentine LLC
Georgia
$18K
FPFS
1386
First Personal Financial Services
North Carolina
$18K
LB
1387
Legacy Bridge
Iowa
$18K
WPWM
1388
Western Pacific Wealth Management
Illinois
$17K -$61.6K -465 -79%
BWL
1389
Bogart Wealth LLC
Virginia
$17K -$14.4K -109 -47%
HFA
1390
HC Financial Advisors
California
$17K
HWM
1391
HighMark Wealth Management
Minnesota
$17K
TCWA
1392
Ten Capital Wealth Advisors
Washington
$17K
CFFP
1393
Center for Financial Planning
Michigan
$16K
MWM
1394
Mascoma Wealth Management
New Hampshire
$16K
IF
1395
Integrity Financial
Wyoming
$16K +$3.31K +25 +27%
EWA
1396
EverSource Wealth Advisors
Alabama
$15K -$3.58K -27 -20%
RDFA
1397
Ritter Daniher Financial Advisory
Ohio
$15K
BA
1398
Ballast Advisors
Minnesota
$15K +$1.99K +15 +16%
EAM
1399
Eukles Asset Management
Ohio
$14K
SCA
1400
Stuart Chaussee & Associates
California
$14K +$13.2K +100 New

XLV Hedge Fund Activity: Q1 2022 in Review

1,438 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2022, worth a combined $357B — up 1,194% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new XLV positions and 127 closed out — a net gain of 13 holders — while 601 added to existing stakes and 453 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $282M. The largest seller was Barclays, cutting an estimated $868M.

  • 1,438 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2022, down from 1,445 in Q4 2021.
  • Funds reported $357B of State Street Health Care Select Sector SPDR ETF stock for Q1 2022, up 1,194% quarter-over-quarter.
  • 140 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2022 and 127 closed out, a net change of +13 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2022 was Goldman Sachs, an estimated $282M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2022 was Barclays, an estimated $868M sold.

Based on aggregated 13F filings for Q1 2022.