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State Street Health Care Select Sector SPDR ETF

1,015 hedge funds and large institutions have $14.8B invested in State Street Health Care Select Sector SPDR ETF in 2019 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 336 increasing their positions, 300 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 55

25% more funds holding in top 10

Funds holding in top 10: 6581 (+16)

21% more funds holding

Funds holding: 8401,015 (+175)

17% more capital invested

Capital invested by funds: $12.7B → $14.8B (+$2.11B)

12% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 300

1.8% less ownership

Funds ownership: 75.57%73.77% (-1.8%)

63% less call options, than puts

Call options by funds: $773M | Put options by funds: $2.09B

Holders
1,015
Holders Change
+175
Holders Change %
+20.83%
% of All Funds
20%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.6%
New
239
Increased
336
Reduced
300
Closed
55
Calls
$773M
Puts
$2.09B
Net Calls
-$1.31B
Net Calls Change
-$431M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
476
Rikoon Group
New Mexico
$951K +$7.79K +81 +0.9%
ACA
477
Atlas Capital Advisors
Wyoming
$950K -$222K -2,314 -20%
PFA
478
Pettinga Financial Advisors
Indiana
$942K -$1.02M -10,610 -53%
TRCT
479
Tower Research Capital (TRC)
New York
$930K +$483K +5,024 +123%
CC
480
Claybrook Capital
Massachusetts
$929K +$257K +2,675 +43%
MCM
481
MV Capital Management
Maryland
$927K +$602K +6,260 +221%
ACM
482
Allred Capital Management
Texas
$926K -$649K -6,747 -43%
CAM
483
Cresset Asset Management
Illinois
$923K -$77.7K -808 -8%
Brown Advisory
484
Brown Advisory
Maryland
$918K +$345K +3,592 +66%
Manulife (Manufacturers Life Insurance)
485
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$913K +$862K +8,965 New
WA
486
Winfield Associates
Ohio
$912K -$313K -3,255 -27%
BCM
487
BTR Capital Management
California
$904K +$150K +1,560 +21%
AGA
488
Accuvest Global Advisors
Utah
$899K +$849K +8,829 New
WVP
489
Worth Venture Partners
New Jersey
$892K +$217K +2,257 +35%
VFA
490
Valeo Financial Advisors
Indiana
$887K -$295K -3,065 -26%
JAWM
491
J. Arnold Wealth Management
Ohio
$880K +$830K +8,637 New
JGC
492
J. Goldman & Co
New York
$880K +$830K +8,637 New
BS
493
Bessemer Securities
New York
$876K +$827K +8,600 New
LC
494
LCNB Corp
Ohio
$867K
AAIM
495
Asset Advisors Investment Management
Georgia
$865K +$807K +8,395 New
HNB
496
Huntington National Bank
Ohio
$861K -$7.12K -74 -0.9%
CIA
497
CSat Investment Advisory
Michigan
$847K +$12.1K +126 +2%
EWM
498
Evercore Wealth Management
New York
$846K +$48.1K +500 +6%
SWA
499
Stratos Wealth Advisors
Ohio
$845K -$18.9K -197 -2%
GEM
500
Global Endowment Management
North Carolina
$843K +$796K +8,280 New

XLV Hedge Fund Activity: Q4 2019 in Review

1,015 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q4 2019, worth a combined $14.8B — up 17% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 239 funds opened new XLV positions and 55 closed out — a net gain of 184 holders — while 336 added to existing stakes and 300 trimmed.

The largest buyer was Bessemer Group, opening a new position worth an estimated $197M. The largest seller was JP Morgan Chase, cutting an estimated $271M.

  • 1,015 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q4 2019, up from 840 in Q3 2019.
  • Funds reported $14.8B of State Street Health Care Select Sector SPDR ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 239 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q4 2019 and 55 closed out, a net change of +184 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q4 2019 was Bessemer Group, an estimated $197M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q4 2019 was JP Morgan Chase, an estimated $271M sold.

Based on aggregated 13F filings for Q4 2019.