We are live on ! Find out more
XLV icon

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
CFO
176
Capitol Family Office
Oregon
$11.2M +$10.5M +79,350 New
AA
177
AlphaMark Advisors
Kentucky
$11M +$39.2K +295 +0.4%
RWM
178
Rezny Wealth Management
Florida
$11M -$140K -1,055 -1%
QFA
179
Quattro Financial Advisors
Texas
$10.6M -$4.85M -36,522 -33%
GM
180
GeoWealth Management
Illinois
$10.6M +$124K +934 +1%
CF
181
Centaurus Financial
California
$10.6M +$3.02M +22,737 +43%
SCA
182
Stillwater Capital Advisors
Pennsylvania
$10.6M +$620K +4,671 +7%
TW
183
Transform Wealth
Colorado
$10.5M +$198K +1,488 +2%
KHLMTHM
184
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$10.5M
GBWM
185
Granite Bay Wealth Management
New Hampshire
$10.4M +$9.84M +74,101 New
NA
186
NewEdge Advisors
Louisiana
$10M +$5.23M +39,409 +124%
BRWA
187
B. Riley Wealth Advisors
Florida
$9.93M +$662K +4,983 +8%
DSN
188
D. Scott Neal
Kentucky
$9.85M -$98.4K -741 -1%
CIC
189
Carnegie Investment Counsel
Ohio
$9.81M +$92.5K +697 +1%
RSWM
190
Robertson Stephens Wealth Management
California
$9.79M +$545K +4,103 +6%
V
191
Veritable
Delaware
$9.77M +$79K +595 +0.9%
BHWA
192
Beacon Harbor Wealth Advisors
Virginia
$9.48M +$8.94M +67,302 New
IC
193
Innealta Capital
Texas
$9.39M +$472K +3,553 +6%
MSU
194
Mizuho Securities USA
New York
$9.2M +$8.67M +65,325 New
WCP
195
Welch Capital Partners
New York
$9.13M -$41.2K -310 -0.5%
PAMP
196
Polar Asset Management Partners
Ontario, Canada
$9.12M +$7.32M +55,105 +572%
GWA
197
GGM Wealth Advisors
Maryland
$9.03M +$447K +3,368 +5%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$8.98M +$245K +1,846 +3%
AllianceBernstein
199
AllianceBernstein
Tennessee
$8.97M -$11.8M -89,104 -58%
EWM
200
Evercore Wealth Management
New York
$8.96M +$279K +2,100 +3%

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.