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
Bank of America
1
Bank of America
North Carolina
$5.5B +$595M +4,540,424 +12%
JP Morgan Chase
2
JP Morgan Chase
New York
$2.43B +$434M +3,309,751 +21%
Morgan Stanley
3
Morgan Stanley
New York
$1.58B +$225M +1,715,237 +16%
Goldman Sachs
4
Goldman Sachs
New York
$1.12B -$4.56M -34,816 -0.4%
Wells Fargo
5
Wells Fargo
California
$956M +$265M +2,020,103 +37%
Bessemer Group
6
Bessemer Group
New Jersey
$721M +$497M +3,795,110 +208%
LPL Financial
7
LPL Financial
California
$679M +$252M +1,926,012 +57%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$608M +$66.4M +506,444 +12%
NAM
9
Nissay Asset Management
Japan
$603M +$152M +1,160,642 +33%
RJA
10
Raymond James & Associates
Florida
$580M +$113M +863,876 +24%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$553M +$90M +686,796 +19%
UBS Group
12
UBS Group
Switzerland
$468M +$6.99M +53,298 +1%
Truist Financial
13
Truist Financial
North Carolina
$452M +$63M +480,928 +16%
WA
14
WestEnd Advisors
North Carolina
$390M +$399M +3,041,767 New
Ameriprise
15
Ameriprise
Minnesota
$337M +$19.2M +146,518 +6%
MIH
16
Meitav Investment House
Israel
$297M +$112M +852,976 +58%
CM
17
Churchill Management
California
$295M +$5.73M +43,702 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$271M +$2.22M +16,933 +0.8%
BlackRock
19
BlackRock
New York
$261M -$11M -84,052 -4%
PF
20
Phoenix Financial
Israel
$239M -$101M -770,922 -29%
HIIFS
21
Harel Insurance Investments & Financial Services
Israel
$237M -$3.26M -24,885 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
22
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$183M -$313M -2,384,213 -62%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$164M +$3.83M +29,182 +2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$155M +$8.01M +61,103 +5%
Citigroup
25
Citigroup
New York
$154M +$47M +358,436 +43%

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.