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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
BCFS
476
Butensky & Cohen Financial Security
Florida
$955K +$31.2K +321 +3%
IFG
477
Independent Financial Group
California
$950K +$1.04M +10,723 New
WEC
478
Winslow Evans & Crocker
Massachusetts
$942K -$73.4K -756 -7%
GEM
479
Global Endowment Management
North Carolina
$942K +$229K +2,360 +29%
SIA
480
Strategic Investment Advisors
Michigan
$939K +$36K +371 +4%
ISB
481
Iowa State Bank
Iowa
$931K -$167K -1,718 -14%
SAS
482
Stelac Advisory Services
New York
$927K +$793K +8,162 +354%
CCM
483
Condor Capital Management
New Jersey
$926K +$31.2K +321 +3%
MA
484
Mutual Advisors
Nebraska
$922K -$1.12M -11,570 -53%
PIA
485
Perennial Investment Advisors
California
$917K -$33.2K -342 -3%
AFS
486
Access Financial Services
Minnesota
$907K -$747K -7,689 -43%
NB
487
NBT Bank
New York
$906K -$205K -2,105 -17%
AFM
488
Abbot Financial Management
Massachusetts
$895K
TCM
489
Tekla Capital Management
Massachusetts
$891K -$4.25M -43,718 -81%
GI
490
GAMCO Investors
Connecticut
$886K
HFA
491
High Falls Advisors
New York
$870K -$20.5K -211 -2%
LBD
492
Landsberg Bennett & Dubbaneh
Florida
$869K -$268K -2,758 -22%
Marshall Wace
493
Marshall Wace
United Kingdom
$852K -$41.1M -423,515 -98%
FANJ
494
Financial Architects (New Jersey)
New Jersey
$844K -$6.8K -70 -0.7%
CIAS
495
Capital Investment Advisory Services
North Carolina
$838K +$190K +1,953 +26%
RBFC
496
Roman Butler Fullerton & Co
Missouri
$833K +$197K +2,032 +28%
JGC
497
J. Goldman & Co
New York
$832K +$72.9K +750 +9%
RG
498
Rikoon Group
New Mexico
$815K -$7.19K -74 -0.8%
RFC
499
Regions Financial Corp
Alabama
$813K +$148K +1,527 +20%
MIG
500
McGuire Investment Group
Rhode Island
$808K +$109K +1,117 +14%

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.