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State Street Health Care Select Sector SPDR ETF

1,181 hedge funds and large institutions have $19.8B invested in State Street Health Care Select Sector SPDR ETF in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 446 increasing their positions, 444 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 92

2.22% more ownership

Funds ownership: 78.22%80.44% (+2.2%)

1% more funds holding

Funds holding: 1,1671,181 (+14)

0% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 444

1% less capital invested

Capital invested by funds: $20.1B → $19.8B (-$254M)

22% less funds holding in top 10

Funds holding in top 10: 7458 (-16)

25% less call options, than puts

Call options by funds: $1.19B | Put options by funds: $1.59B

Holders
1,181
Holders Change
+14
Holders Change %
+1.2%
% of All Funds
20.74%
Holding in Top 10
58
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-21.62%
% of All Funds
1.02%
New
117
Increased
446
Reduced
444
Closed
92
Calls
$1.19B
Puts
$1.59B
Net Calls
-$402M
Net Calls Change
+$424M
Name Holding Trade Value Shares
Change
Change in
Stake
SPL
176
Smart Portfolios LLC
Washington
$7.66M +$4.69M +40,627 +163%
WCP
177
Welch Capital Partners
New York
$7.61M -$64.6K -560 -0.9%
Mariner
178
Mariner
Kansas
$7.54M -$2.06M -17,834 -22%
BRWA
179
B. Riley Wealth Advisors
Florida
$7.53M +$4.48M +38,814 +151%
RWMH
180
Riverpoint Wealth Management Holdings
Illinois
$7.4M -$125K -1,083 -2%
JF
181
Jump Financial
Illinois
$7.39M +$4.45M +38,550 +155%
Baird Financial Group
182
Baird Financial Group
Wisconsin
$7.39M -$139K -1,203 -2%
FFG
183
Frisch Financial Group
New York
$7.38M +$181K +1,569 +3%
MCM
184
MV Capital Management
Maryland
$7.38M -$3.1M -26,833 -30%
SAM
185
SP Asset Management
California
$7.37M +$3.75M +32,521 +118%
Citadel Advisors
186
Citadel Advisors
Florida
$7.29M -$14.9M -128,765 -67%
MC
187
Martin & Co
Tennessee
$7.23M -$312K -2,703 -4%
EWM
188
Evercore Wealth Management
New York
$7.22M +$1.87M +16,239 +36%
WWM
189
Western Wealth Management
Colorado
$7.22M +$214K +1,852 +3%
CBT
190
Central Bank & Trust
Kentucky
$7.17M -$327K -2,829 -4%
Fidelity International
191
Fidelity International
Bermuda
$7.16M +$1.98M +17,168 +39%
SC
192
Scotia Capital
Ontario, Canada
$7.07M -$773K -6,698 -10%
AIP
193
ARS Investment Partners
New York
$7M +$443K +3,837 +7%
CFA
194
Camarda Financial Advisors
Florida
$6.99M +$23.2K +201 +0.3%
HNW
195
High Note Wealth
Minnesota
$6.94M +$146K +1,261 +2%
Cetera Investment Advisers
196
Cetera Investment Advisers
Illinois
$6.94M -$364K -3,152 -5%
CWM
197
CMH Wealth Management
New Hampshire
$6.93M -$126K -1,094 -2%
MIAN
198
Mariner Independent Advisor Network
Kansas
$6.85M +$719K +6,232 +12%
CFGF
199
Compass Financial Group (Florida)
Florida
$6.7M -$305K -2,639 -4%
RCP
200
Rothschild Capital Partners
New York
$6.69M -$56.6K -490 -0.8%

XLV Hedge Fund Activity: Q1 2021 in Review

1,181 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2021, worth a combined $19.8B — down 1.3% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new XLV positions and 92 closed out — a net gain of 25 holders — while 446 added to existing stakes and 444 trimmed.

The largest buyer was Nissay Asset Management, opening a new position worth an estimated $408M. The largest seller was Nippon Life Insurance, exiting entirely with an estimated $495M sold.

  • 1,181 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2021, up from 1,167 in Q4 2020.
  • Funds reported $19.8B of State Street Health Care Select Sector SPDR ETF stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 117 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2021 and 92 closed out, a net change of +25 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2021 was Nissay Asset Management, an estimated $408M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2021 was Nippon Life Insurance, an estimated $495M sold.

Based on aggregated 13F filings for Q1 2021.