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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
BA
376
Birinyi Associates
Connecticut
$1.55M -$457K -4,700 -21%
DWM
377
Dakota Wealth Management
Florida
$1.54M +$1.69M +17,370 New
MWPCG
378
Measured Wealth Private Client Group
New Hampshire
$1.53M -$138K -1,419 -8%
WCM
379
Windsor Capital Management
Arizona
$1.53M +$2.92K +30 +0.2%
M&T Bank
380
M&T Bank
New York
$1.5M +$1.64M +16,920 New
ACA
381
Atlas Capital Advisors
Wyoming
$1.49M +$723K +7,440 +80%
KCM
382
Kanawha Capital Management
Virginia
$1.48M +$53.9K +555 +3%
LFAS
383
Level Four Advisory Services
Texas
$1.48M -$837K -8,619 -34%
PAMU
384
Pictet Asset Management (UK)
United Kingdom
$1.48M -$75.3K -775 -4%
RFO
385
RiverGlades Family Offices
Florida
$1.47M +$25.7K +265 +2%
MAM
386
Marquette Asset Management
Minnesota
$1.47M
SWA
387
SFMG Wealth Advisors
Texas
$1.45M -$931K -9,587 -37%
Man Group
388
Man Group
United Kingdom
$1.45M +$1.58M +16,312 New
MSU
389
Mizuho Securities USA
New York
$1.42M -$10.7M -110,000 -87%
Federated Hermes
390
Federated Hermes
Pennsylvania
$1.42M +$1.55M +16,000 New
OR
391
Olympiad Research
Connecticut
$1.41M +$1.06M +10,890 +217%
JCM
392
Jag Capital Management
Missouri
$1.4M +$48.6K +500 +3%
ACP
393
Aveo Capital Partners
Colorado
$1.4M -$190K -1,960 -11%
AWM
394
Avitas Wealth Management
California
$1.39M -$229K -2,355 -13%
MIC
395
Meridian Investment Counsel
California
$1.38M
CAM
396
Cresset Asset Management
Illinois
$1.38M +$641K +6,597 +74%
Allianz Asset Management
397
Allianz Asset Management
Germany
$1.38M +$1.51M +15,550 New
LWM
398
Lyell Wealth Management
California
$1.37M +$136K +1,405 +10%
Deutsche Bank
399
Deutsche Bank
Germany
$1.36M -$242K -2,490 -14%
5L
400
55I LLC
Massachusetts
$1.36M -$191K -1,961 -12%

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.