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State Street Health Care Select Sector SPDR ETF

1,273 hedge funds and large institutions have $233B invested in State Street Health Care Select Sector SPDR ETF in 2021 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 544 increasing their positions, 368 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 54

48% more repeat investments, than reductions

Existing positions increased: 544 | Existing positions reduced: 368

20% more funds holding in top 10

Funds holding in top 10: 7691 (+15)

17% more call options, than puts

Call options by funds: $2.29B | Put options by funds: $1.95B

13% more capital invested

Capital invested by funds: $206B → $233B (+$27.4B)

6% more funds holding

Funds holding: 1,2021,273 (+71)

1.6% less ownership

Funds ownership: 77.99%76.38% (-1.6%)

Holders
1,273
Holders Change
+71
Holders Change %
+5.91%
% of All Funds
22.29%
Holding in Top 10
91
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+19.74%
% of All Funds
1.59%
New
140
Increased
544
Reduced
368
Closed
54
Calls
$2.29B
Puts
$1.95B
Net Calls
+$335M
Net Calls Change
+$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
WestEnd Advisors
North Carolina
$209B
Bank of America
2
Bank of America
North Carolina
$4.71B -$286M -2,164,601 -6%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.96B +$505M +3,822,787 +33%
Morgan Stanley
4
Morgan Stanley
New York
$1.16B +$129M +978,245 +12%
Goldman Sachs
5
Goldman Sachs
New York
$981M -$18.3M -138,170 -2%
Barclays
6
Barclays
United Kingdom
$822M +$690M +5,221,154 +423%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$639M +$186M +1,404,435 +39%
UBS Group
8
UBS Group
Switzerland
$529M +$72.8M +550,488 +15%
NAM
9
Nissay Asset Management
Japan
$450M
Citigroup
10
Citigroup
New York
$448M -$281M -2,126,831 -38%
Wells Fargo
11
Wells Fargo
California
$425M -$38.6M -292,142 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$400M +$15.5M +117,023 +4%
LPL Financial
13
LPL Financial
California
$345M +$38.2M +288,712 +12%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$340M +$7.7M +58,245 +2%
RJA
15
Raymond James & Associates
Florida
$328M +$30M +226,764 +10%
Truist Financial
16
Truist Financial
North Carolina
$311M +$10.1M +76,342 +3%
Ameriprise
17
Ameriprise
Minnesota
$298M -$2.01M -15,177 -0.6%
PF
18
Phoenix Financial
Israel
$284M +$174M +1,316,027 +144%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
19
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$269M -$66.1M -500,000 -19%
Bank of Nova Scotia
20
Bank of Nova Scotia
Ontario, Canada
$258M +$161M +1,220,840 +152%
BlackRock
21
BlackRock
New York
$211M -$47.2M -357,113 -18%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$195M +$7.75M +58,674 +4%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$180M -$79.2M -598,900 -30%
HIIFS
24
Harel Insurance Investments & Financial Services
Israel
$166M +$171M +1,297,006 +13,006%
Caisse de Depot et Placement du Quebec (CDPQ)
25
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$160M -$181M -1,370,000 -52%

XLV Hedge Fund Activity: Q3 2021 in Review

1,273 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2021, worth a combined $233B — up 13% from $206B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new XLV positions and 54 closed out — a net gain of 86 holders — while 544 added to existing stakes and 368 trimmed.

The largest buyer was Barclays, adding an estimated $690M. The largest seller was Bank of America, cutting an estimated $286M.

  • 1,273 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2021, up from 1,202 in Q2 2021.
  • Funds reported $233B of State Street Health Care Select Sector SPDR ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 140 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2021 and 54 closed out, a net change of +86 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2021 was Barclays, an estimated $690M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2021 was Bank of America, an estimated $286M sold.

Based on aggregated 13F filings for Q3 2021.