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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
TCOO
601
Trust Company of Oklahoma
Oklahoma
$512K +$562K +5,780 New
BFA
602
Beaumont Financial Advisors
Massachusetts
$508K -$16.5M -169,408 -97%
BWP
603
Bernardo Wealth Planning
Pennsylvania
$508K +$49.4K +508 +10%
Brown Advisory
604
Brown Advisory
Maryland
$504K -$324K -3,333 -37%
RFWA
605
RPg Family Wealth Advisory
Massachusetts
$503K -$99.7K -1,026 -15%
NFG
606
Next Financial Group
Texas
$499K -$184K -1,895 -25%
CFSG
607
Community Financial Services Group
Vermont
$495K -$9.23K -95 -2%
FFN
608
Focus Financial Network
Minnesota
$493K -$226K -2,328 -29%
LA
609
LVW Advisors
New York
$491K -$21.4K -220 -4%
CSIC
610
Clifford Swan Investment Counsel
California
$490K
WAS
611
WESPAC Advisors SoCal
California
$488K -$197K -2,025 -30%
PSUF
612
People's United Financial
Connecticut
$486K +$2.43K +25 +0.5%
SMC
613
Smith, Moore & Co
Missouri
$486K +$18.5K +190 +4%
LS
614
Leelyn Smith
Illinois
$483K
WMG
615
WESCAP Management Group
California
$483K +$530K +5,457 New
FFBTD
616
First Financial Bank - Trust Division
Ohio
$481K -$777 -8 -0.1%
CG
617
Caprock Group
Idaho
$480K +$526K +5,416 New
Franklin Resources
618
Franklin Resources
California
$477K +$191K +1,964 +57%
DC
619
Davenport & Co
Virginia
$476K -$680 -7 -0.1%
MFG
620
Magnus Financial Group
New York
$475K -$27.3K -281 -5%
CCT
621
Country Club Trust
Missouri
$472K -$23.8K -245 -4%
WIC
622
Woodmont Investment Counsel
Tennessee
$472K +$72.9K +750 +16%
BSW
623
Buckingham Strategic Wealth
Missouri
$470K +$51.8K +533 +11%
HIA
624
Harbor Investment Advisory
Maryland
$461K -$47.4K -488 -9%
MWA
625
Meridian Wealth Advisors
Texas
$459K

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.