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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
BRG
301
Bay Rivers Group
Virginia
$2.27M +$23.5K +242 +1%
6M
302
6 Meridian
Kansas
$2.26M -$267K -2,745 -10%
PAS
303
Partnervest Advisory Services
California
$2.25M -$25.9K -267 -1%
Cetera Investment Advisers
304
Cetera Investment Advisers
Illinois
$2.23M +$49.9K +514 +2%
Parallax Volatility Advisers
305
Parallax Volatility Advisers
California
$2.22M -$21.8M -224,828 -90%
IA
306
IFG Advisory
Georgia
$2.22M -$27.9K -287 -1%
BRWA
307
B. Riley Wealth Advisors
Florida
$2.21M +$62.9K +647 +3%
TCBWMS
308
Texas Capital Bank Wealth Management Services
Texas
$2.2M +$32.3K +332 +1%
CWG
309
Cornerstone Wealth Group
North Carolina
$2.18M +$2.39M +24,606 New
VDI
310
Vaughan David Investments
Illinois
$2.17M -$46.9K -483 -2%
EWA
311
EP Wealth Advisors
California
$2.17M +$123K +1,269 +5%
SFS
312
Sowell Financial Services
Arkansas
$2.15M +$681K +7,011 +41%
LOIM
313
Liberty One Investment Management
Illinois
$2.13M +$24.7K +254 +1%
PWM
314
Peterson Wealth Management
Nevada
$2.13M +$2.34M +24,057 New
TFA
315
Toth Financial Advisory
Virginia
$2.13M -$5.05M -51,967 -68%
I
316
IberiaBank
Louisiana
$2.12M -$198K -2,041 -8%
SSB
317
Sandy Spring Bank
Maryland
$2.12M -$2.92K -30 -0.1%
WAM
318
Weatherly Asset Management
California
$2.12M -$8.74K -90 -0.4%
IP
319
Intellectus Partners
California
$2.12M +$247K +2,543 +12%
WS
320
Wedbush Securities
California
$2.11M +$85.6K +881 +4%
FNBOH
321
First National Bank of Hutchinson
Kansas
$2.09M
DWT
322
Dorsey & Whitney Trust
South Dakota
$2.08M -$25K -257 -1%
SF
323
Synovus Financial
Georgia
$2.07M +$432K +4,447 +24%
BC
324
Bartlett & Co
Ohio
$2.06M +$2.26M +23,310 New
BCWM
325
Bartlett & Co Wealth Management
Ohio
$2.06M +$58.3K +600 +3%

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.