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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
CWA
1426
Clearview Wealth Advisors
Oregon
$3K
MSFP
1427
Mark Sheptoff Financial Planning
Connecticut
$3K
FMP
1428
Financial Management Professionals
Texas
$2K -$2.23M -16,825 -100%
CA
1429
Centerpoint Advisors
Massachusetts
$2K
CCC
1430
Crescent Capital Consulting
Louisiana
$2K
MHR
1431
Matthew Hamilton Rosenberg
$2K
MRCM
1432
M&R Capital Management
New Jersey
$2K
ODG
1433
O'Dell Group
Ohio
$2K
TFO
1434
Tarbox Family Office
California
$2K +$1.59K +12 New
FCG
1435
Financial Connections Group
California
$2K +$2.13K +16 New
FGAM
1436
Financial Gravity Asset Management
Texas
$1.03K +$13.4K +101 +17%
AWM
1437
Aspire Wealth Management
Massachusetts
$1K +$531 +4 New
HNWA
1438
Henrickson Nauta Wealth Advisors
Michigan
$1K +$929 +7 New
EWM
1439
Evermay Wealth Management
Virginia
$1K +$1.33K +10 New
CP
1440
Castleview Partners
Texas
$872 +$16.3M +122,856 New
SFCL
1441
Strengthening Families & Communities LLC
Massachusetts
$159 +$150K +1,130 New
FFG
1442
Ford Financial Group
California
$114 +$108K +815 New
BBHC
1443
Brown Brothers Harriman & Co
New York
$33 -$56.4K -425 -65%
Schroder Investment Management Group
1444
Schroder Investment Management Group
United Kingdom
-$65.9M -517,764 Closed
Squarepoint
1445
Squarepoint
New York
-$56.7M -426,790 Closed
AS
1446
Altshuler Shaham
Israel
-$35.8M -404,689 Closed
CAC
1447
Cowen and Company
New York
-$47.1M -369,986 Closed
GAG
1448
GM Advisory Group
New York
-$44.9M -353,026 Closed
D.E. Shaw & Co
1449
D.E. Shaw & Co
New York
-$30.2M -237,389 Closed
HF
1450
HRT Financial
New York
-$30.1M -236,350 Closed

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.