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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
IC
151
Innealta Capital
Texas
$16M +$8.62M +65,791 +111%
AI
152
Atom Investors
Texas
$16M +$918K +7,001 +6%
RCP
153
Rothschild Capital Partners
New York
$16M -$1.19M -9,065 -7%
WWM
154
Western Wealth Management
Colorado
$16M +$340K +2,596 +2%
AIC
155
Ayalon Insurance Company
Israel
$15.9M -$1.18M -8,998 -7%
SL
156
Salomon & Ludwin
Virginia
$15.9M +$1.03M +7,835 +7%
MIM
157
Miller Investment Management
Pennsylvania
$15.9M -$209K -1,591 -1%
CCT
158
Chemung Canal Trust
New York
$15.7M -$254K -1,934 -2%
GBWM
159
Granite Bay Wealth Management
New Hampshire
$15.6M +$1.16M +8,840 +8%
CB
160
Commerce Bank
Missouri
$15.5M +$1.15M +8,746 +8%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$15.5M +$1.87M +14,273 +13%
Mariner
162
Mariner
Kansas
$15.4M +$998K +7,614 +7%
SG Americas Securities
163
SG Americas Securities
New York
$15.2M -$22.7M -173,560 -59%
SPIA
164
Steward Partners Investment Advisory
New York
$14.8M +$3.3M +25,158 +28%
CCM
165
Cullen Capital Management
New York
$14.8M +$15.1M +115,285 New
AWE
166
Avidian Wealth Enterprises
Texas
$14.7M -$823K -6,279 -5%
VWM
167
Venturi Wealth Management
Texas
$14.6M +$5.71M +43,562 +62%
TCM
168
Tekla Capital Management
Massachusetts
$14.5M
LMIM
169
Lockheed Martin Investment Management
Maryland
$13.4M
AAS
170
Annex Advisory Services
Wisconsin
$13.3M -$410K -3,128 -3%
GVAG
171
Great Valley Advisor Group
Delaware
$13.2M +$8.41M +64,155 +164%
CA
172
CoreCap Advisors
Michigan
$13.1M +$1.8M +13,717 +15%
CG
173
Colony Group
Massachusetts
$13M -$118K -900 -0.9%
William Blair & Company
174
William Blair & Company
Illinois
$12.9M +$1.13M +8,626 +9%
HIM
175
Hanlon Investment Management
New Jersey
$12.9M -$4.98K -38 -0%

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.