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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
MYIA
401
Mount Yale Investment Advisors
Colorado
$1.8M -$20.4K -194 -1%
GCMG
402
Gyroscope Capital Management Group
Florida
$1.8M +$8.84K +84 +0.5%
AIFAIM
403
American Institute for Advanced Investment Management
Arizona
$1.8M -$109K -1,035 -6%
MAM
404
Meeder Asset Management
Ohio
$1.79M +$77.3K +734 +5%
KCM
405
Kanawha Capital Management
Virginia
$1.79M -$6.84K -65 -0.4%
MBT
406
Montecito Bank & Trust
California
$1.76M -$25.6K -243 -1%
Man Group
407
Man Group
United Kingdom
$1.74M +$611K +5,805 +54%
JCM
408
Jag Capital Management
Missouri
$1.73M +$58.1K +552 +3%
PAMU
409
Pictet Asset Management (UK)
United Kingdom
$1.73M -$30.7K -292 -2%
GIM
410
Grassi Investment Management
California
$1.72M -$6.74K -64 -0.4%
AWM
411
Avitas Wealth Management
California
$1.72M +$40.2K +382 +2%
ACM
412
Allred Capital Management
Texas
$1.7M +$40.3K +383 +2%
BO
413
BRR OpCo
Ohio
$1.68M +$263K +2,496 +19%
CCMD
414
Cypress Capital Management (Delaware)
Delaware
$1.68M -$234K -2,221 -12%
MIC
415
Meridian Investment Counsel
California
$1.65M
SAS
416
Stelac Advisory Services
New York
$1.63M +$17.7K +168 +1%
UBG
417
United Bank (Georgia)
Georgia
$1.6M -$142K -1,346 -8%
MWPCG
418
Measured Wealth Private Client Group
New Hampshire
$1.59M -$114K -1,083 -7%
KWM
419
Kingsview Wealth Management
Oregon
$1.59M +$283K +2,687 +22%
PAI
420
Pittenger & Anderson Inc
Nebraska
$1.58M -$31.6K -300 -2%
WB
421
WesBanco Bank
West Virginia
$1.58M
LWM
422
Lyell Wealth Management
California
$1.57M -$56.8K -540 -3%
WAS
423
Wealth Advisory Solutions
Indiana
$1.57M -$444K -4,216 -22%
SAM
424
SP Asset Management
California
$1.57M +$1.5M +14,276 New
BII
425
Bainco International Investors
Massachusetts
$1.57M +$1.56M +14,848 New

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.