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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
BOPW
251
Brandywine Oak Private Wealth
Pennsylvania
$4.08M -$30.8K -293 -0.8%
VWM
252
Venturi Wealth Management
Texas
$4.01M +$1.34M +12,771 +51%
PP
253
Patten & Patten
Tennessee
$4M -$19.5K -185 -0.5%
ATPW
254
Ashton Thomas Private Wealth
Arizona
$3.94M +$1.94M +18,402 +97%
SAM
255
Stringer Asset Management
Tennessee
$3.94M -$119K -1,129 -3%
FMT
256
First Mercantile Trust
Tennessee
$3.91M -$2.28M -21,681 -38%
FAIM
257
Financial Advocates Investment Management
Washington
$3.88M -$3.06M -29,094 -44%
PFG
258
Pacific Financial Group
Washington
$3.86M -$1.09M -10,398 -22%
FCI
259
Financial Counselors Inc
Kansas
$3.85M -$11.3K -107 -0.3%
EH
260
Equitable Holdings
New York
$3.78M +$119K +1,128 +3%
TFGT
261
TS Financial Group (TSFG)
Illinois
$3.77M +$153K +1,458 +4%
SBWM
262
Sunflower Bank Wealth Management
Arizona
$3.75M -$3.06M -29,090 -45%
SIMM
263
Stillwater Investment Management (Minnesota)
Minnesota
$3.67M -$81.8K -777 -2%
SHA
264
Seneca House Advisors
Virginia
$3.66M +$94.2K +895 +3%
TCA
265
Transcend Capital Advisors
New Jersey
$3.65M -$127K -1,205 -3%
TI
266
Trexquant Investment
Connecticut
$3.64M +$1.96M +18,613 +117%
FTS
267
Fifth Third Securities
Ohio
$3.61M -$3.45M -32,744 -49%
DCC
268
Dow Chemical Company
Michigan
$3.53M +$3.52M +33,427 New
BFEC
269
Benjamin F. Edwards & Company
Missouri
$3.5M +$2.21M +20,953 +172%
EC
270
Estate Counselors
Wisconsin
$3.48M +$152K +1,440 +5%
SWM
271
Segment Wealth Management
Texas
$3.47M +$35.4K +336 +1%
WS
272
Wela Strategies
Georgia
$3.46M -$114K -1,079 -3%
RHP
273
Royal Harbor Partners
Texas
$3.45M +$85.3K +810 +3%
MA
274
Modus Advisors
Minnesota
$3.43M +$1.07M +10,163 +45%
NC
275
NewSquare Capital
Pennsylvania
$3.43M +$147K +1,400 +4%

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.