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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
PPP
576
Private Portfolio Partners
New Jersey
$568K +$972 +10 +0.2%
JCM
577
Jacobi Capital Management
Pennsylvania
$568K +$76.9K +792 +14%
MIM
578
Marco Investment Management
Georgia
$565K -$48.6K -500 -7%
LIA
579
LS Investment Advisors
Michigan
$564K +$619K +6,367 New
BCM
580
BTR Capital Management
California
$562K -$246K -2,530 -29%
TFGT
581
TS Financial Group (TSFG)
Illinois
$560K -$94.6K -974 -13%
CWM
582
Cornerstone Wealth Management
Missouri
$560K -$24.7K -254 -4%
VC
583
Vicus Capital
Pennsylvania
$554K -$4.57K -47 -0.7%
MPPLM
584
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$548K -$2.03M -20,937 -77%
RCAG
585
Rehmann Capital Advisory Group
Michigan
$547K +$600K +6,172 New
RT
586
Rockland Trust
Massachusetts
$543K -$96K -988 -14%
SBH
587
Segall Bryant & Hamill
Illinois
$540K
FI
588
Financial Insights
Washington
$539K -$18.9K -195 -3%
VAG
589
VisionPoint Advisory Group
Texas
$538K
KM
590
Kalos Management
Georgia
$533K +$512K +5,273 New
FCC
591
Florin Court Capital
United Kingdom
$531K -$14.9M -153,400 -96%
AC
592
Abbrea Capital
California
$529K
SG
593
Swarthmore Group
Pennsylvania
$527K -$6.16M -63,380 -91%
SFM
594
Signet Financial Management
New Jersey
$525K -$494K -5,086 -49%
OCM
595
Orser Capital Management
Texas
$524K -$9.62K -99 -2%
DBRC
596
D.B. Root & Company
Pennsylvania
$523K +$75.1K +773 +15%
ISL
597
Ingalls & Snyder LLC
New York
$521K -$858K -8,829 -60%
WA
598
Winfield Associates
Ohio
$518K -$302K -3,105 -35%
WMSA
599
Weiss Multi-Strategy Advisers
New York
$516K +$566K +5,830 New
MA
600
MCF Advisors
Kentucky
$513K +$1.85K +19 +0.3%

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.