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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
SG
501
StoneX Group
New York
$838K -$54.3K -565 -6%
LA
502
Legacy Advisors
Pennsylvania
$822K -$31.6K -329 -4%
RWP
503
RWA Wealth Partners
Massachusetts
$821K -$97.1K -1,010 -11%
MIG
504
McGuire Investment Group
Rhode Island
$815K -$6.35K -66 -0.8%
MC
505
Moors & Cabot
Massachusetts
$814K +$33.2K +345 +5%
JSMC
506
Jess S. Morgan & Co
California
$814K +$769K +7,996 New
MOS
507
MGO One Seven
Ohio
$813K +$54.4K +566 +8%
PFPT
508
Pinnacle Financial Partners (Tennessee)
Tennessee
$810K +$189K +1,963 +33%
LWM
509
Laidlaw Wealth Management
New York
$810K +$764K +7,950 New
FFN
510
Focus Financial Network
Minnesota
$810K -$17.1K -178 -2%
AF
511
Affiance Financial
Minnesota
$807K -$27.4K -285 -3%
VWM
512
Valley Wealth Managers
New Jersey
$805K +$22.3K +232 +3%
RWA
513
Ropes Wealth Advisors
Massachusetts
$802K +$687K +7,144 +975%
Wellington Management Group
514
Wellington Management Group
Massachusetts
$801K -$1.92M -19,919 -72%
MAFM
515
Mid Atlantic Financial Management
Pennsylvania
$786K +$128K +1,330 +21%
CPA
516
Court Place Advisors
Maryland
$785K
LCM
517
Laurion Capital Management
New York
$779K -$5.84M -60,761 -89%
RBFC
518
Roman Butler Fullerton & Co
Missouri
$779K
RFC
519
Regions Financial Corp
Alabama
$779K +$147K +1,531 +25%
NFG
520
Next Financial Group
Texas
$770K -$476K -4,947 -40%
CCM
521
Chilton Capital Management
Texas
$770K -$37.4K -389 -5%
CIAS
522
Capital Investment Advisory Services
North Carolina
$765K +$2.69K +28 +0.4%
FCFC
523
First Commonwealth Financial Corp
Pennsylvania
$757K
AWM
524
Aberdeen Wealth Management
Illinois
$756K +$713K +7,419 New
FWCM
525
Ferguson Wellman Capital Management
Oregon
$753K -$117K -1,215 -14%

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.