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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
AIC
551
Ameritas Investment Company
Nebraska
$677K -$23K -239 -3%
SAM
552
Secure Asset Management
Michigan
$675K +$637K +6,627 New
MCCP
553
Mission Creek Capital Partners
California
$672K +$635K +6,600 New
CS
554
Cannell & Spears
New York
$671K
CF
555
Centaurus Financial
California
$670K -$199K -2,068 -24%
CWM
556
Cornerstone Wealth Management
Missouri
$669K -$80.8K -840 -11%
FC
557
Ferris Capital
Massachusetts
$662K
PCMC
558
Paragon Capital Management (Colorado)
Colorado
$658K
KWILP
559
Kiwi Wealth Investments Limited Partnership
New Zealand
$657K +$621K +6,454 New
PPP
560
Private Portfolio Partners
New Jersey
$652K +$40.1K +417 +7%
W
561
WealthOne
New York
$648K +$145K +1,511 +31%
MNBTD
562
Moody National Bank Trust Division
Texas
$643K +$607K +6,317 New
VC
563
Vicus Capital
Pennsylvania
$641K -$33.9K -353 -5%
OAM
564
Oppenheimer Asset Management
New York
$641K +$221K +2,295 +57%
FI
565
Financial Insights
Washington
$640K -$4.04K -42 -0.7%
PFM
566
Peak Financial Management
Massachusetts
$637K
OMC
567
Old Mission Capital
Illinois
$623K +$588K +6,112 New
SBH
568
Segall Bryant & Hamill
Illinois
$622K
VAG
569
VisionPoint Advisory Group
Texas
$618K -$176K -1,835 -23%
CMI
570
Clare Market Investments
Texas
$616K +$581K +6,043 New
CAG
571
Crestwood Advisors Group
Massachusetts
$616K +$49.1K +511 +9%
TC
572
TownSquare Capital
Utah
$615K -$607K -6,315 -51%
AC
573
Abbrea Capital
California
$613K -$62.5K -650 -10%
PMG
574
ProVise Management Group
Florida
$612K -$19.9K -207 -3%
OCM
575
Orser Capital Management
Texas
$611K -$96 -1 -0%

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.