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State Street Health Care Select Sector SPDR ETF

1,463 hedge funds and large institutions have $27.9B invested in State Street Health Care Select Sector SPDR ETF in 2022 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 627 increasing their positions, 463 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 100

35% more repeat investments, than reductions

Existing positions increased: 627 | Existing positions reduced: 463

18% more funds holding in top 10

Funds holding in top 10: 106125 (+19)

2.03% more ownership

Funds ownership: 72.41%74.44% (+2%)

2% more funds holding

Funds holding: 1,4381,463 (+25)

26% less call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.65B

92% less capital invested

Capital invested by funds: $357B → $27.9B (-$330B)

Holders
1,463
Holders Change
+25
Holders Change %
+1.74%
% of All Funds
24.65%
Holding in Top 10
125
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+17.92%
% of All Funds
2.11%
New
143
Increased
627
Reduced
463
Closed
100
Calls
$1.22B
Puts
$1.65B
Net Calls
-$432M
Net Calls Change
+$288M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1401
Kayne Anderson Rudnick Investment Management
California
$21K -$44.6K -340 -67%
HR
1402
Howe & Rusling
New York
$19K +$15.9K +121 +484%
MCM
1403
McMillion Capital Management
North Carolina
$19K +$19K +145 New
BPC
1404
Banque Pictet & Cie
Switzerland
$18.8K -$619K -4,720 -3%
IRAG
1405
Investment Research & Advisory Group
Georgia
$18K
MWM
1406
Mascoma Wealth Management
New Hampshire
$18K +$3.28K +25 +22%
FPFS
1407
First Personal Financial Services
North Carolina
$17K
LB
1408
Legacy Bridge
Iowa
$17K
PFGIA
1409
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$2.1K -16 -11%
HFA
1410
HC Financial Advisors
California
$16K
WPWM
1411
Western Pacific Wealth Management
Illinois
$16K
HWM
1412
HighMark Wealth Management
Minnesota
$16K +$131 +1 +0.8%
CFFP
1413
Center for Financial Planning
Michigan
$15K
IF
1414
Integrity Financial
Wyoming
$15K
BA
1415
Ballast Advisors
Minnesota
$14K
RDFA
1416
Ritter Daniher Financial Advisory
Ohio
$14K
MFT
1417
Moisand Fitzgerald Tamayo
Florida
$14K +$13.1K +100 +1,000%
JSAM
1418
J. Safra Asset Management
New York
$13K -$6.42M -48,960 -100%
CSWG
1419
Cardinal Strategic Wealth Guidance
Kentucky
$13K
EAM
1420
Eukles Asset Management
Ohio
$13K
1IA
1421
1620 Investment Advisors
Massachusetts
$13K +$3.86M +29,411 New
APC
1422
Aspire Private Capital
North Carolina
$12K
SIS
1423
Sound Income Strategies
Florida
$12K
BC
1424
Belmont Capital
California
$12K +$3.28K +25 +35%
GGI
1425
Godsey & Gibb Inc
Virginia
$11K

XLV Hedge Fund Activity: Q2 2022 in Review

1,463 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2022, worth a combined $27.9B — down 92% from $357B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new XLV positions and 100 closed out — a net gain of 43 holders — while 627 added to existing stakes and 463 trimmed.

The largest buyer was Bank of America, adding an estimated $595M. The largest seller was Barclays, cutting an estimated $576M.

  • 1,463 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2022, up from 1,438 in Q1 2022.
  • Funds reported $27.9B of State Street Health Care Select Sector SPDR ETF stock for Q2 2022, down 92% quarter-over-quarter.
  • 143 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2022 and 100 closed out, a net change of +43 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2022 was Bank of America, an estimated $595M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2022 was Barclays, an estimated $576M sold.

Based on aggregated 13F filings for Q2 2022.