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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
NFP
526
Narus Financial Partners
Utah
$753K +$26.1K +271 +4%
IFG
527
Investors Financial Group
Minnesota
$752K +$710K +7,387 New
CI
528
Clal Insurance
Israel
$750K -$113M -1,173,605 -94%
Tudor Investment Corp
529
Tudor Investment Corp
Connecticut
$750K +$708K +7,361 New
SC
530
SouthState Corp
Florida
$745K
AWA
531
Artemis Wealth Advisors
New York
$744K +$702K +7,300 New
TFGT
532
TS Financial Group (TSFG)
Illinois
$743K -$59K -614 -8%
CWP
533
Capital Wealth Planning
Florida
$738K -$96.8K -1,007 -12%
WJWM
534
Williams Jones Wealth Management
New York
$738K -$47.1K -490 -6%
RIA
535
RPG Investment Advisory
California
$734K -$7.21K -75 -1%
EWM
536
Endurance Wealth Management
Rhode Island
$734K +$1.15K +12 +0.2%
LWAC
537
Laurel Wealth Advisors (California)
California
$729K -$62.8K -653 -8%
RT
538
Rockland Trust
Massachusetts
$724K +$84.3K +877 +14%
Kovitz Investment Group Partners
539
Kovitz Investment Group Partners
Illinois
$714K +$5.48K +57 +0.8%
FFA
540
Fragasso Financial Advisors
Pennsylvania
$711K +$671K +6,975 New
WT
541
Whittier Trust
California
$708K +$163K +1,700 +32%
MIM
542
Marco Investment Management
Georgia
$701K +$19.2K +200 +3%
WAS
543
WESPAC Advisors SoCal
California
$699K +$67.8K +705 +11%
SIM
544
Sterling Investment Management
Arizona
$696K -$30.9K -321 -4%
CL
545
CPWM LLC
Washington
$692K +$6.73K +70 +1%
NFC
546
Northeast Financial Consultants
Connecticut
$691K +$55.1K +573 +9%
SIC
547
Salem Investment Counselors
North Carolina
$687K
DI
548
DFPG Investments
Utah
$687K +$34.1K +355 +6%
RFWA
549
RPg Family Wealth Advisory
Massachusetts
$683K +$53.7K +559 +9%
Comerica Bank
550
Comerica Bank
Texas
$678K -$14.3K -149 -2%

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.