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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
DI
451
Diligent Investors
California
$1.27M -$9.47K -90 -0.7%
SCM
452
SOL Capital Management
Maryland
$1.26M +$15.8K +150 +1%
AWA
453
ARS Wealth Advisors
Florida
$1.25M -$52K -494 -4%
NFG
454
Nations Financial Group
Iowa
$1.25M +$30.4K +289 +2%
PIA
455
Perennial Investment Advisors
California
$1.24M -$50.3K -478 -4%
AIP
456
Almanack Investment Partners
Pennsylvania
$1.24M -$3.56M -33,825 -75%
BCFS
457
Butensky & Cohen Financial Security
Florida
$1.23M +$15.2K +144 +1%
TRCT
458
Tower Research Capital (TRC)
New York
$1.23M -$6.38M -60,611 -84%
FNT
459
First National Trust
Pennsylvania
$1.23M -$17.4K -165 -1%
RBFC
460
Roman Butler Fullerton & Co
Missouri
$1.23M +$46.7K +444 +4%
WCM
461
WealthBridge Capital Management
Ohio
$1.22M -$4.74K -45 -0.4%
APW
462
Acima Private Wealth
Virginia
$1.22M -$1.67M -15,882 -58%
MAFM
463
Mid Atlantic Financial Management
Pennsylvania
$1.21M -$191K -1,813 -14%
OAM
464
Oppenheimer Asset Management
New York
$1.2M +$13.1K +124 +1%
RFC
465
Regions Financial Corp
Alabama
$1.19M +$368K +3,495 +45%
CIBC Private Wealth Group
466
CIBC Private Wealth Group
Georgia
$1.17M +$34.3K +326 +3%
ACP
467
Aveo Capital Partners
Colorado
$1.16M +$90.5K +860 +8%
BA
468
Ballew Advisors
Mississippi
$1.16M +$1.15M +10,880 New
AIIMS
469
Analyst IMS Investment Management Services
Israel
$1.15M
MOS
470
MGO One Seven
Ohio
$1.15M -$9.68K -92 -0.8%
BCM
471
Bluefin Capital Management
New York
$1.14M
KA
472
Kovack Advisors
Florida
$1.12M +$169K +1,610 +18%
TNB
473
Thomasville National Bank
Georgia
$1.12M -$5.37K -51 -0.5%
BF
474
BOK Financial
Oklahoma
$1.12M -$45.7K -434 -4%
FANJ
475
Financial Architects (New Jersey)
New Jersey
$1.11M -$715K -6,797 -39%

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.