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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
AF
426
Arrow Financial
New York
$1.21M -$5.34K -55 -0.4%
FNT
427
First National Trust
Pennsylvania
$1.21M -$253K -2,607 -16%
GWM
428
Geneos Wealth Management
Colorado
$1.21M -$756K -7,784 -35%
WHG
429
Westwood Holdings Group
Texas
$1.2M
RJT
430
Raymond James Trust
Florida
$1.19M +$320K +3,297 +33%
OAM
431
Oppenheimer Asset Management
New York
$1.18M +$677K +6,968 +111%
TAM
432
Tradition Asset Management
Virginia
$1.17M +$1.28M +13,160 New
CAC
433
Certified Advisory Corp
Florida
$1.16M +$202K +2,081 +19%
ACM
434
Allred Capital Management
Texas
$1.15M +$378K +3,887 +43%
BWM
435
BigSur Wealth Management
Florida
$1.14M +$175K +1,800 +16%
CAPTRUST Financial Advisors
436
CAPTRUST Financial Advisors
North Carolina
$1.14M -$192K -1,976 -13%
SCM
437
SOL Capital Management
Maryland
$1.14M +$301K +3,100 +32%
Chevy Chase Trust
438
Chevy Chase Trust
Maryland
$1.1M -$19.2K -198 -2%
FHA
439
First Horizon Advisors
Tennessee
$1.1M -$11.1K -114 -0.9%
WWM
440
WT Wealth Management
Arizona
$1.1M +$1.21M +12,411 New
PWAP
441
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.09M -$131K -1,348 -11%
EWM
442
Evercore Wealth Management
New York
$1.09M +$384K +3,950 +48%
JIC
443
Johnson Investment Counsel
Ohio
$1.08M -$300K -3,093 -20%
DLHL
444
Donald L. Hagan LLC
Florida
$1.07M -$315K -3,238 -23%
MWM
445
MinichMacGregor Wealth Management
New York
$1.07M +$1.07M +11,037 New
DADC
446
D.A. Davidson & Co
Montana
$1.06M +$132K +1,357 +13%
FIM
447
Fernwood Investment Management
Massachusetts
$1.06M +$655K +6,740 +129%
JWS
448
Juncture Wealth Strategies
Arizona
$1.06M -$86.6K -891 -7%
BA
449
Bristlecone Advisors
Washington
$1.05M +$50.5K +520 +5%
CCFM
450
Clear Creek Financial Management
Washington
$1.04M +$1.02M +10,484 New

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.