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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
EIP
576
Ellis Investment Partners
Pennsylvania
$607K +$12K +125 +2%
SDAM
577
Shulman DeMeo Asset Management
New York
$606K +$143K +1,488 +33%
GIM
578
Goelzer Investment Management
Indiana
$602K
SFP
579
Strategic Financial Partners
Oregon
$601K +$568K +5,903 New
RIM
580
Rampart Investment Management
Connecticut
$596K +$563K +5,852 New
MA
581
MCF Advisors
Kentucky
$588K +$1.64K +17 +0.3%
LA
582
LVW Advisors
New York
$587K -$25.2K -262 -4%
SCM
583
Symons Capital Management
Pennsylvania
$587K +$66.8K +695 +14%
PAMP
584
Polar Asset Management Partners
Ontario, Canada
$587K +$554K +5,764 New
CT
585
Caldwell Trust
Florida
$582K +$549K +5,713 New
HIA
586
Harbor Investment Advisory
Maryland
$580K +$548K +5,695 New
CFSG
587
Community Financial Services Group
Vermont
$579K +$16.6K +173 +3%
ATPW
588
Ashton Thomas Private Wealth
Arizona
$577K +$327K +3,396 +149%
MFG
589
Magnus Financial Group
New York
$575K +$61.7K +642 +13%
BG
590
Berry Group
Massachusetts
$575K +$542K +5,640 New
JCM
591
Jacobi Capital Management
Pennsylvania
$572K +$73.7K +766 +16%
Mercer Global Advisors
592
Mercer Global Advisors
Colorado
$564K -$18.3K -190 -3%
CCT
593
Country Club Trust
Missouri
$564K -$16.3K -170 -3%
CSIC
594
Clifford Swan Investment Counsel
California
$564K
AAMA
595
Advanced Asset Management Advisors
Ohio
$563K +$172K +1,787 +48%
NL
596
NVWM LLC
Pennsylvania
$562K -$270K -2,805 -34%
PP
597
Pacifica Partners
Canada
$558K +$526K +5,475 New
PSUF
598
People's United Financial
Connecticut
$556K +$176K +1,827 +50%
FFBTD
599
First Financial Bank - Trust Division
Ohio
$554K -$1.25K -13 -0.2%
MLL
600
Moody Lynn & Lieberson
Massachusetts
$553K

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.