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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
FHA
501
Flagship Harbor Advisors
Massachusetts
$802K -$92.4K -951 -10%
KA
502
Kovack Advisors
Florida
$798K -$71.7K -738 -8%
OAM
503
Occidental Asset Management
California
$793K +$566K +5,827 +186%
B
504
Bailard
California
$788K -$53.9K -555 -6%
AGA
505
Accuvest Global Advisors
Utah
$782K
JSMC
506
Jess S. Morgan & Co
California
$781K +$79.8K +821 +10%
HNB
507
Huntington National Bank
Ohio
$770K +$23.8K +245 +3%
PAS
508
Park Avenue Securities
New York
$769K -$283K -2,914 -25%
MAM
509
Meeder Asset Management
Ohio
$768K -$1.39M -14,338 -62%
SG
510
StoneX Group
New York
$763K +$42.5K +437 +5%
BS
511
Bessemer Securities
New York
$762K
LC
512
LCNB Corp
Ohio
$745K -$9.71K -100 -1%
BS
513
Banco Santander
Spain
$726K +$797K +8,200 New
NL
514
NVWM LLC
Pennsylvania
$715K +$248K +2,551 +46%
LA
515
Legacy Advisors
Pennsylvania
$712K +$1.65K +17 +0.2%
CCM
516
Chilton Capital Management
Texas
$711K +$45K +463 +6%
AF
517
Affiance Financial
Minnesota
$702K
WJWM
518
Williams Jones Wealth Management
New York
$702K +$65.8K +677 +9%
MCCP
519
Mission Creek Capital Partners
California
$702K +$129K +1,331 +20%
PWS
520
Private Wealth Strategies
Ohio
$700K -$200K -2,057 -21%
MC
521
Moors & Cabot
Massachusetts
$699K -$11K -113 -1%
PFS
522
Prospera Financial Services
Texas
$698K -$602K -6,198 -44%
FWCM
523
Ferguson Wellman Capital Management
Oregon
$696K +$45K +463 +6%
LWAC
524
Laurel Wealth Advisors (California)
California
$687K +$59.1K +608 +8%
VWM
525
Valley Wealth Managers
New Jersey
$685K -$16.7K -172 -2%

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.