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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
WEC
501
Winslow Evans & Crocker
Massachusetts
$1.02M -$66.5K -632 -6%
RBC
502
Roble Belko & Company
Pennsylvania
$1M -$60.3K -573 -6%
WP
503
WealthSource Partners
California
$1M -$55.5K -527 -5%
PP
504
Paloma Partners
Connecticut
$992K -$458K -4,352 -32%
PBCM
505
Point Break Capital Management
Florida
$981K +$979K +9,300 New
GWM
506
Geneos Wealth Management
Colorado
$972K -$249K -2,363 -20%
SA
507
Silversage Advisors
California
$969K -$3.83M -36,365 -80%
RG
508
Rikoon Group
New Mexico
$966K -$10.9K -104 -1%
IWC
509
Integrated Wealth Concepts
Massachusetts
$964K -$559K -5,311 -37%
SSG
510
Summit Securities Group
New York
$960K +$958K +9,101 New
Mercer Global Advisors
511
Mercer Global Advisors
Colorado
$958K +$475K +4,509 +94%
MIG
512
McGuire Investment Group
Rhode Island
$949K -$23.1K -219 -2%
FGA
513
Fortis Group Advisors
New Jersey
$934K +$932K +8,857 New
CWM
514
Cornerstone Wealth Management
Missouri
$929K -$16.1K -153 -2%
JSMC
515
Jess S. Morgan & Co
California
$918K +$31.4K +298 +4%
HPC
516
Hobart Private Capital
North Carolina
$915K +$913K +8,674 New
SWA
517
Stratos Wealth Advisors
Ohio
$913K +$12.2K +116 +1%
LA
518
Legacy Advisors
Pennsylvania
$910K +$61.2K +581 +7%
GEM
519
Global Endowment Management
North Carolina
$910K +$64.2K +610 +8%
AGM
520
Alpine Global Management
New York
$905K +$463K +4,402 +105%
CAG
521
Csenge Advisory Group
Florida
$903K -$189K -1,797 -17%
HNB
522
Huntington National Bank
Ohio
$899K -$65.8K -625 -7%
LC
523
LCNB Corp
Ohio
$887K
VAG
524
VisionPoint Advisory Group
Texas
$883K +$102K +965 +13%
DS
525
DRW Securities
Illinois
$882K

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.