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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
OHWP
1401
Oak Harbor Wealth Partners
North Carolina
$12K +$10.9K +82 New
EI
1402
Ellevest Inc
New York
$12K +$11.6K +87 New
SIS
1403
Sound Income Strategies
Florida
$11K
TIM
1404
Tortoise Investment Management
New York
$11K
PP
1405
PFS Partners
New Jersey
$10.4K +$9.83K +74 New
JWM
1406
Janiczek Wealth Management
Colorado
$10K
SIC
1407
SJS Investment Consulting
Ohio
$10K +$9.43K +71 New
TFM
1408
TFC Financial Management
Massachusetts
$10K +$9.69K +73 New
WBC
1409
West Branch Capital
Massachusetts
$9K
BWM
1410
BerganKDV Wealth Management
Minnesota
$9K +$8.1K +61 New
NIC
1411
Northwest Investment Counselors
Oregon
$9K +$8.1K +61 New
MCM
1412
Manchester Capital Management
Vermont
$8K
IBOK
1413
Independence Bank of Kentucky
Kentucky
$7K +$797 +6 +13%
BA
1414
Bivin & Associates
Oklahoma
$7K +$6.64K +50 New
CSB
1415
City State Bank
Iowa
$7K +$6.64K +50 New
GP
1416
Greenline Partners
New York
$6K -$664 -5 -11%
POIA
1417
Pin Oak Investment Advisors
Texas
$6K
PCA
1418
Providence Capital Advisors
North Carolina
$6K
CWM
1419
Curi Wealth Management
North Carolina
$5K +$5.31K +40 New
FWP
1420
FAS Wealth Partners
Kansas
$4K -$575K -4,330 -99%
LS
1421
Leelyn Smith
Illinois
$4K +$3.32K +25 New
AP
1422
Atwood & Palmer
Missouri
$4K +$3.45K +26 New
BHWM
1423
Beaird Harris Wealth Management
Texas
$4K +$3.45K +26 New
DHGWA
1424
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$3.72K +28 New
TAM
1425
Tucker Asset Management
Colorado
$3.54K

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.