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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
EIP
551
Ellis Investment Partners
Pennsylvania
$612K +$120K +1,236 +21%
RIA
552
RPG Investment Advisory
California
$610K -$31.6K -325 -5%
CL
553
CPWM LLC
Washington
$607K +$6.32K +65 +1%
SBL
554
Sargent Bickham Lagudis
Colorado
$605K +$192K +1,974 +41%
SC
555
SouthState Corp
Florida
$604K -$48.6K -500 -7%
GIM
556
Goelzer Investment Management
Indiana
$602K +$86.5K +890 +15%
NFC
557
Northeast Financial Consultants
Connecticut
$601K +$777 +8 +0.1%
SRSA
558
S.R. Schill & Associates
Washington
$599K +$657K +6,764 New
QT
559
Quantbot Technologies
New York
$599K +$658K +6,768 New
BG
560
Berry Group
Massachusetts
$598K +$108K +1,109 +20%
SIC
561
Salem Investment Counselors
North Carolina
$597K
FT
562
Fiduciary Trust
Massachusetts
$597K +$135K +1,394 +26%
Wellington Management Group
563
Wellington Management Group
Massachusetts
$596K -$110K -1,135 -14%
SIM
564
Sterling Investment Management
Arizona
$595K -$11.7K -120 -2%
DY
565
Dowling & Yahnke
California
$594K +$305K +3,144 +88%
GC
566
Grace Capital
Massachusetts
$593K +$651K +6,700 New
CT
567
Caldwell Trust
Florida
$592K +$93.8K +965 +17%
PP
568
Paloma Partners
Connecticut
$591K -$28M -287,889 -98%
IA
569
IFP Advisors
Florida
$584K -$961K -9,889 -59%
CTB
570
Country Trust Bank
Illinois
$581K -$998K -10,274 -61%
CWP
571
Capital Wealth Planning
Florida
$578K -$69.8K -718 -10%
FC
572
Ferris Capital
Massachusetts
$576K
PFPT
573
Pinnacle Financial Partners (Tennessee)
Tennessee
$574K -$144K -1,479 -19%
IC
574
IEQ Capital
California
$573K +$166K +1,709 +36%
PCMC
575
Paragon Capital Management (Colorado)
Colorado
$572K

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.