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State Street Health Care Select Sector SPDR ETF

1,053 hedge funds and large institutions have $18.5B invested in State Street Health Care Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 401 increasing their positions, 393 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 77

5% more capital invested

Capital invested by funds: $17.6B → $18.5B (+$957M)

2.87% more ownership

Funds ownership: 76.26%79.12% (+2.9%)

2% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 393

0% more funds holding

Funds holding: 1,0501,053 (+3)

19% less funds holding in top 10

Funds holding in top 10: 11089 (-21)

23% less call options, than puts

Call options by funds: $1.5B | Put options by funds: $1.95B

Holders
1,053
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
21.25%
Holding in Top 10
89
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.09%
% of All Funds
1.8%
New
93
Increased
401
Reduced
393
Closed
77
Calls
$1.5B
Puts
$1.95B
Net Calls
-$455M
Net Calls Change
+$473M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
226
Pinz Capital Management
New York
$4.86M +$879K +8,355 +22%
KF
227
Krilogy Financial
Missouri
$4.82M +$4.42K +42 +0.1%
MIAN
228
Mariner Independent Advisor Network
Kansas
$4.74M +$146K +1,389 +3%
IAIM
229
International Assets Investment Management
Florida
$4.74M +$8.65M +82,143 New
WP
230
WealthPLAN Partners
Nebraska
$4.73M -$1.05M -9,938 -19%
OQC
231
Optimum Quantvest Corp
Connecticut
$4.72M
BZWA
232
Blue Zone Wealth Advisors
California
$4.67M -$982K -9,331 -17%
CF
233
Centaurus Financial
California
$4.65M +$241K +2,291 +5%
GT
234
Glenmede Trust
Pennsylvania
$4.64M -$2.1K -20 -0%
GIA
235
Granite Investment Advisors
New Hampshire
$4.59M +$298K +2,828 +7%
EWM
236
Evercore Wealth Management
New York
$4.58M +$1.27M +12,062 +38%
EWM
237
EPG Wealth Management
Georgia
$4.55M -$174K -1,652 -4%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.5M -$474K -4,504 -10%
OMC
239
Old Mission Capital
Illinois
$4.44M +$4.44M +42,135 New
Fidelity International
240
Fidelity International
Bermuda
$4.41M +$124K +1,174 +3%
MA
241
Mutual Advisors
Nebraska
$4.38M -$537K -5,099 -11%
LFAS
242
Level Four Advisory Services
Texas
$4.37M -$529K -5,022 -11%
TTWM
243
TCV Trust & Wealth Management
Virginia
$4.36M +$47.7K +453 +1%
PIN
244
Prudent Investors Network
California
$4.34M -$66.1K -628 -2%
BBA
245
Braun-Bostich & Associates
Pennsylvania
$4.32M -$1.59M -15,135 -27%
CPA
246
Capital Planning Advisors
California
$4.24M -$252K -2,396 -6%
RWA
247
Redhawk Wealth Advisors
Minnesota
$4.24M +$184K +1,752 +5%
Comerica Bank
248
Comerica Bank
Texas
$4.18M -$131K -1,249 -3%
ST
249
Sabal Trust
Florida
$4.11M +$194K +1,844 +5%
GVAG
250
Great Valley Advisor Group
Delaware
$4.09M -$118K -1,119 -3%

XLV Hedge Fund Activity: Q3 2020 in Review

1,053 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2020, worth a combined $18.5B — up 5.4% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new XLV positions and 77 closed out — a net gain of 16 holders — while 401 added to existing stakes and 393 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $301M. The largest seller was Ontario Teachers' Pension Plan Board, cutting an estimated $222M.

  • 1,053 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2020, up from 1,050 in Q2 2020.
  • Funds reported $18.5B of State Street Health Care Select Sector SPDR ETF stock for Q3 2020, up 5.4% quarter-over-quarter.
  • 93 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2020 and 77 closed out, a net change of +16 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2020 was BNP Paribas Financial Markets, an estimated $301M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2020 was Ontario Teachers' Pension Plan Board, an estimated $222M sold.

Based on aggregated 13F filings for Q3 2020.