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State Street Health Care Select Sector SPDR ETF

1,007 hedge funds and large institutions have $13.9B invested in State Street Health Care Select Sector SPDR ETF in 2020 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 359 increasing their positions, 394 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 8193 (+12)

1.3% more ownership

Funds ownership: 73.77%75.07% (+1.3%)

2% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 125

1% less funds holding

Funds holding: 1,0161,007 (-9)

9% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 394

7% less capital invested

Capital invested by funds: $14.8B → $13.9B (-$966M)

48% less call options, than puts

Call options by funds: $838M | Put options by funds: $1.62B

Holders
1,007
Holders Change
-9
Holders Change %
-0.89%
% of All Funds
22.19%
Holding in Top 10
93
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.81%
% of All Funds
2.05%
New
128
Increased
359
Reduced
394
Closed
125
Calls
$838M
Puts
$1.62B
Net Calls
-$781M
Net Calls Change
+$533M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
251
Great Valley Advisor Group
Delaware
$3.42M +$707K +7,282 +23%
SCCM
252
Schafer Cullen Capital Management
New York
$3.42M -$523K -5,380 -12%
SPC
253
Sigma Planning Corp
Michigan
$3.41M -$1.33M -13,693 -26%
PP
254
Patten & Patten
Tennessee
$3.4M -$46.5K -479 -1%
SB
255
Simmons Bank
Arkansas
$3.31M +$518K +5,330 +17%
OMC
256
Old Mission Capital
Illinois
$3.27M +$3M +30,849 +505%
TTWM
257
TCV Trust & Wealth Management
Virginia
$3.27M -$24.9K -256 -0.7%
MAS
258
Madden Advisory Services
Florida
$3.27M +$3.58M +36,864 New
FCI
259
Financial Counselors Inc
Kansas
$3.22M -$75K -772 -2%
TW
260
TrinityPoint Wealth
Connecticut
$3.19M +$539K +5,549 +18%
SIMM
261
Stillwater Investment Management (Minnesota)
Minnesota
$3.09M +$609K +6,272 +22%
TI
262
Trexquant Investment
Connecticut
$3.09M +$3.38M +34,837 New
SM
263
Sabby Management
Florida
$3.05M +$3.34M +34,410 New
MBTD
264
Mechanics Bank - Trust Department
California
$3M -$106K -1,092 -3%
WS
265
Wela Strategies
Georgia
$2.96M +$606K +6,240 +23%
SCP
266
Silverleafe Capital Partners
Tennessee
$2.95M -$179K -1,841 -5%
Mariner
267
Mariner
Kansas
$2.94M +$1.23M +12,700 +62%
EH
268
Equitable Holdings
New York
$2.93M -$1.66M -17,133 -34%
FAM
269
Foothills Asset Management
Arizona
$2.89M -$273K -2,805 -8%
WPW
270
Waldron Private Wealth
Pennsylvania
$2.88M +$3.16M +32,497 New
GC
271
Grimes & Company
Massachusetts
$2.83M -$18M -184,828 -85%
SWM
272
Segment Wealth Management
Texas
$2.8M +$153K +1,574 +5%
FAAS
273
First Allied Advisory Services
California
$2.79M -$320K -3,293 -9%
KeyBank National Association
274
KeyBank National Association
Ohio
$2.79M +$83K +854 +3%
BCM
275
Brookstone Capital Management
Illinois
$2.78M -$488K -5,025 -14%

XLV Hedge Fund Activity: Q1 2020 in Review

1,007 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2020, worth a combined $13.9B — down 6.5% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new XLV positions and 125 closed out — a net gain of 3 holders — while 359 added to existing stakes and 394 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.06B. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $257M sold.

  • 1,007 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2020, down from 1,016 in Q4 2019.
  • Funds reported $13.9B of State Street Health Care Select Sector SPDR ETF stock for Q1 2020, down 6.5% quarter-over-quarter.
  • 128 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2020 and 125 closed out, a net change of +3 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $1.06B added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $257M sold.

Based on aggregated 13F filings for Q1 2020.