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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
PAI
401
Pittenger & Anderson Inc
Nebraska
$1.36M -$19.4K -200 -1%
MBT
402
Montecito Bank & Trust
California
$1.36M -$467K -4,807 -24%
NCM
403
Noesis Capital Mangement
Florida
$1.35M -$1.46K -15 -0.1%
PFA
404
Pettinga Financial Advisors
Indiana
$1.35M +$578K +5,950 +64%
BCP
405
Berkeley Capital Partners
Georgia
$1.33M +$1.13M +11,652 +343%
MUAMU
406
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.33M -$6.3M -64,800 -81%
9WM
407
9258 Wealth Management
Ohio
$1.33M +$55.5K +571 +5%
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$1.31M -$342K -3,522 -19%
EDRH
409
Edmond de Rothschild Holding
Switzerland
$1.31M -$164K -1,690 -10%
BO
410
BRR OpCo
Ohio
$1.31M +$176K +1,808 +14%
BBA
411
Braun-Bostich & Associates
Pennsylvania
$1.29M -$39.2K -404 -3%
LWM
412
Loveless Wealth Management
Montana
$1.29M +$153K +1,579 +12%
UBG
413
United Bank (Georgia)
Georgia
$1.29M -$561K -5,776 -28%
W
414
WealthOne
New York
$1.27M +$780K +8,032 +126%
11A
415
10-15 Associates
New York
$1.27M -$557K -5,730 -29%
BRWM
416
B. Riley Wealth Management
Tennessee
$1.27M +$222K +2,287 +19%
CRWM
417
Castle Rock Wealth Management
California
$1.26M +$1.23M +12,647 New
HH
418
Hilltop Holdings
Texas
$1.26M -$95K -978 -6%
Wolverine Trading
419
Wolverine Trading
Illinois
$1.25M +$942K +9,693 +221%
PWSG
420
Pacific Wealth Strategies Group
California
$1.25M -$604K -6,220 -31%
AWCI
421
Alpine Woods Capital Investors
New York
$1.24M +$1.17M +12,000 +600%
BHWM
422
Bay Harbor Wealth Management
Maryland
$1.23M -$274K -2,821 -17%
FI
423
FormulaFolio Investments
Michigan
$1.23M -$1.94M -19,988 -59%
AWA
424
ARS Wealth Advisors
Florida
$1.22M -$103K -1,059 -7%
PT
425
Plimoth Trust
Massachusetts
$1.22M -$98.4K -1,013 -7%

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.