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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
MFS
351
Madrona Financial Services
Washington
$2.37M +$184K +1,744 +8%
SFS
352
Sowell Financial Services
Arkansas
$2.34M -$613K -5,826 -21%
Macquarie Group
353
Macquarie Group
Australia
$2.34M -$4.67M -44,366 Closed
PI
354
Parkside Investments
Illinois
$2.34M -$428K -4,064 -15%
IOOF
355
Independent Order of Foresters
Ontario, Canada
$2.34M
DLHL
356
Donald L. Hagan LLC
Florida
$2.33M +$1.04M +9,923 +82%
EWA
357
Exencial Wealth Advisors
Oklahoma
$2.32M -$4.63K -44 -0.2%
IWAG
358
Integer Wealth Advisors Group
Georgia
$2.31M +$88.4K +840 +4%
BRG
359
Bay Rivers Group
Virginia
$2.3M -$431K -4,091 -16%
ACA
360
Atlas Capital Advisors
Wyoming
$2.29M +$188K +1,789 +9%
EW
361
Evoke Wealth
California
$2.26M +$422K +4,006 +23%
MSAM
362
Moloney Securities Asset Management
Missouri
$2.25M -$131K -1,246 -6%
BCM
363
Boltwood Capital Management
California
$2.23M -$10.5K -100 -0.5%
CFB
364
Cullen/Frost Bankers
Texas
$2.21M -$36.3K -345 -2%
PPA
365
Parametric Portfolio Associates
Washington
$2.2M -$239K -2,268 -10%
RWB
366
RMR Wealth Builders
New Jersey
$2.19M +$1.86M +17,714 +584%
ECA
367
Elevated Capital Advisors
Utah
$2.18M +$311K +2,959 +18%
MFG
368
Magnus Financial Group
New York
$2.17M +$1.37M +12,998 +171%
MSU
369
Mizuho Securities USA
New York
$2.17M +$2.16M +20,506 New
SHWM
370
Smith & Howard Wealth Management
Georgia
$2.16M -$47.3K -449 -2%
MNBTD
371
Moody National Bank Trust Division
Texas
$2.15M
FNBOH
372
First National Bank of Hutchinson
Kansas
$2.13M -$25.8K -245 -1%
PG
373
Proffitt & Goodson
Tennessee
$2.13M -$157K -1,490 -7%
RJT
374
Raymond James Trust
Florida
$2.1M +$225K +2,135 +12%
NR
375
Newfound Research
Massachusetts
$2.1M -$1.47M -13,971 -41%

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.