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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
JIP
376
Jaffetilchin Investment Partners
Florida
$2.1M +$2.09M +19,879 New
C
377
Certuity
Florida
$2.03M +$5.16K +49 +0.3%
BWM
378
BigSur Wealth Management
Florida
$2M +$637K +6,050 +47%
RA
379
RFG Advisory
Alabama
$2M -$1.34M -12,759 -40%
CCM
380
Cribstone Capital Management
Maine
$1.99M +$40.3K +383 +2%
CWM
381
Chesapeake Wealth Management
Virginia
$1.98M -$143K -1,357 -7%
CICI
382
Capital Investment Counsel Inc
North Carolina
$1.98M +$28.4K +270 +1%
LCM
383
Lucas Capital Management
New Jersey
$1.97M -$305K -2,901 -13%
LWM
384
Loveless Wealth Management
Montana
$1.96M +$339K +3,221 +21%
PGFC
385
Peapack-Gladstone Financial Corp
New Jersey
$1.94M -$6.63K -63 -0.3%
1832 Asset Management
386
1832 Asset Management
Ontario, Canada
$1.93M -$551K -5,231 -22%
FLAM
387
First Light Asset Management
Minnesota
$1.92M
SHGA
388
Sand Hill Global Advisors
California
$1.91M
FFN
389
Focus Financial Network
Minnesota
$1.89M +$104K +991 +6%
WCM
390
Windsor Capital Management
Arizona
$1.88M +$16.3K +155 +0.9%
WI
391
Wintrust Investments
Illinois
$1.88M +$26.6K +253 +1%
BOM
392
Bank of Marin
California
$1.87M +$19.6K +186 +1%
IA
393
IFG Advisory
Georgia
$1.87M -$250K -2,378 -12%
ANB
394
Amarillo National Bank
Texas
$1.85M
DWT
395
Dorsey & Whitney Trust
South Dakota
$1.84M
SF
396
Synovus Financial
Georgia
$1.84M -$89.6K -851 -5%
WWM
397
WT Wealth Management
Arizona
$1.84M +$284K +2,698 +18%
LNB
398
Ledyard National Bank
$1.83M -$93.7K -890 -5%
PT
399
Plimoth Trust
Massachusetts
$1.83M +$13.1K +124 +0.7%
RFO
400
RiverGlades Family Offices
Florida
$1.82M +$7.89K +75 +0.4%

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.