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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
FSC
276
Full Sail Capital
Oklahoma
$2.75M +$2.69M +27,640 New
FA
277
FDx Advisors
Illinois
$2.74M +$3M +30,905 New
SAM
278
Sequent Asset Management
Texas
$2.73M -$148K -1,524 -5%
FAIM
279
Financial Advocates Investment Management
Washington
$2.69M +$316K +3,251 +12%
Squarepoint
280
Squarepoint
New York
$2.69M +$2.95M +30,346 New
SHA
281
Seneca House Advisors
Virginia
$2.69M +$109K +1,119 +4%
GCA
282
Greenwood Capital Associates
South Carolina
$2.66M -$2.74M -28,185 -48%
NA
283
NewEdge Advisors
Louisiana
$2.64M +$79.1K +814 +3%
BCA
284
Bray Capital Advisors
Florida
$2.63M +$49.5K +509 +2%
MFW
285
Meristem Family Wealth
Minnesota
$2.62M
JGIA
286
Jackson Grant Investment Advisers
Connecticut
$2.6M +$69.7K +717 +3%
KPW
287
Kore Private Wealth
New York
$2.56M +$229K +2,360 +9%
SFG
288
StrategIQ Financial Group
Indiana
$2.52M +$1.01M +10,413 +58%
DWA
289
Dorsey Wright & Associates
California
$2.5M +$2.75M +28,264 New
MCM
290
Magnolia Capital Management
New York
$2.49M -$232K -2,390 -8%
WB
291
WesBanco Bank
West Virginia
$2.48M +$1.52M +15,626 +127%
CCMW
292
Cypress Capital Management (Wyoming)
Wyoming
$2.44M -$205K -2,113 -7%
APW
293
Acima Private Wealth
Virginia
$2.43M -$703K -7,239 -21%
LCM
294
Lucas Capital Management
New Jersey
$2.4M +$260K +2,675 +11%
AAS
295
Avantax Advisory Services
Texas
$2.38M -$72.7K -748 -3%
NFG
296
Norris Financial Group
South Carolina
$2.35M +$2.58M +26,512 New
BAC
297
Boys Arnold & Co
North Carolina
$2.32M -$234K -2,410 -8%
AFA
298
American Financial Advisors
Georgia
$2.32M -$1.79M -18,389 -45%
ADEF
299
Adams Diversified Equity Fund
Maryland
$2.31M -$12.6M -129,800 -83%
AF
300
Advisornet Financial
Minnesota
$2.28M +$616K +6,344 +33%

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.