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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
C
601
Cerebellum
California
$553K +$67.3K +700 +15%
DC
602
Davenport & Co
Virginia
$548K +$67.4K +701 +15%
FT
603
Fiduciary Trust
Massachusetts
$545K
ECA
604
Elevated Capital Advisors
Utah
$542K +$511K +5,317 New
RIA
605
Realta Investment Advisors
Delaware
$540K -$27.1K -282 -5%
DLCIG
606
D.L. Carlson Investment Group
New Hampshire
$539K -$24.5K -255 -5%
SMC
607
Smith, Moore & Co
Missouri
$539K -$24K -250 -5%
GWM
608
Greenwich Wealth Management
Connecticut
$539K -$7.31K -76 -1%
AG
609
Appleton Group
Wisconsin
$536K -$144K -1,501 -22%
FIM
610
Fernwood Investment Management
Massachusetts
$534K -$9.62K -100 -2%
IFWM
611
Institute for Wealth Management
Colorado
$534K +$504K +5,242 New
BWP
612
Bernardo Wealth Planning
Pennsylvania
$532K -$3.94K -41 -0.8%
ACG
613
Allen Capital Group
Nebraska
$530K -$35.5K -369 -7%
MWA
614
Meridian Wealth Advisors
Texas
$528K
AFA
615
Arlington Financial Advisors
California
$523K +$494K +5,139 New
DBRC
616
D.B. Root & Company
Pennsylvania
$522K -$285K -2,962 -37%
EWM
617
Executive Wealth Management
Michigan
$522K +$493K +5,127 New
CWA
618
Clarus Wealth Advisors
Arizona
$518K -$116K -1,208 -19%
CT
619
Cambridge Trust
Massachusetts
$513K -$22.8K -237 -4%
SS
620
Sunbelt Securities
Texas
$512K +$16.3K +170 +4%
OR
621
Olympiad Research
Connecticut
$512K +$483K +5,028 New
FEM
622
Fulcrum Equity Management
Texas
$511K -$451K -4,693 -48%
CAG
623
Csenge Advisory Group
Florida
$508K +$479K +4,986 New
ECM
624
Exchange Capital Management
Michigan
$504K -$110K -1,141 -19%
BC
625
Brinker Capital
Pennsylvania
$498K +$51.4K +535 +12%

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.