We are live on ! Find out more
XLV icon

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
RFWA
1501
RPg Family Wealth Advisory
Massachusetts
-$673K -4,911 Closed
MCM
1502
Moore Capital Management
New York
-$629K -4,590 Closed
WCAMG
1503
Woodard & Company Asset Management Group
North Carolina
-$605K -4,418 Closed
CFAM
1504
Coury Firm Asset Management
Pennsylvania
-$461K -3,366 Closed
TDC
1505
Thompson Davis & Co
Virginia
-$454K -3,313 Closed
AL
1506
Aspiriant LLC
California
-$431K -3,148 Closed
BOTW
1507
Bank of the West
California
-$419K -3,057 Closed
IWP
1508
Icon Wealth Partners
Texas
-$329K -2,399 Closed
FSA
1509
Financial Sense Advisors
California
-$325K -2,373 Closed
WWM
1510
Windsor Wealth Management
Indiana
-$325K -2,275 Closed
GA
1511
GFS Advisors
Texas
-$307K -2,243 Closed
FFA
1512
Freedman Financial Associates
Massachusetts
-$290K -2,119 Closed
CFAM
1513
Center For Asset Management
Florida
-$280K -2,045 Closed
RFA
1514
Resurgent Financial Advisors
Georgia
-$275K -2,006 Closed
SPL
1515
Smart Portfolios LLC
Washington
-$265K -1,935 Closed
FFA
1516
First Foundation Advisors
California
-$263K -1,919 Closed
AG
1517
Appleton Group
Wisconsin
-$262K -1,916 Closed
ACM
1518
Advisors Capital Management
New Jersey
-$254K -1,854 Closed
DA
1519
Dash Acquisitions
California
-$252K -1,842 Closed
ATI
1520
Act Two Investors
California
-$246K -1,798 Closed
G
1521
Gainplan
Michigan
-$244K -1,783 Closed
CFC
1522
Coyle Financial Counsel
Illinois
-$242K -1,768 Closed
IC
1523
Intersect Capital
California
-$235K -1,716 Closed
CFO
1524
Collective Family Office
Pennsylvania
-$233K -1,704 Closed
SAM
1525
Summit Asset Management
Tennessee
-$233K -1,700 Closed

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.