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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
PG
626
Patten Group
Tennessee
$495K +$4.81K +50 +1%
CWS
627
Cypress Wealth Services
California
$495K +$18.6K +193 +4%
SBL
628
Sargent Bickham Lagudis
Colorado
$495K +$33.7K +350 +8%
Bank of Nova Scotia
629
Bank of Nova Scotia
Ontario, Canada
$494K +$385 +4 +0.1%
FVWA
630
Foster Victor Wealth Advisors
South Carolina
$491K +$462K +4,802 New
BSW
631
Buckingham Strategic Wealth
Missouri
$486K -$37.6K -391 -8%
TFF
632
The Family Firm
Maryland
$485K -$40.9K -425 -8%
IC
633
IEQ Capital
California
$484K +$457K +4,755 New
HWA
634
Heritage Wealth Advisors
Virginia
$483K -$151K -1,569 -25%
HFS
635
Howard Financial Services
Texas
$483K
EM
636
ELCO Management
New York
$481K +$25.5K +265 +6%
JPLA
637
Joseph P. Lucia & Associates
New York
$480K +$11.3K +118 +3%
AIL
638
AGF Investments LLC
Ontario, Canada
$475K
SW
639
SkyOak Wealth
Michigan
$473K +$447K +4,648 New
NEPWA
640
New England Private Wealth Advisors
Massachusetts
$471K
RIA
641
Regal Investment Advisors
Michigan
$470K -$5.29K -55 -1%
JFM
642
Jackson Financial Management
California
$470K +$444K +4,615 New
OIA
643
Optimum Investment Advisors
Illinois
$469K
BFO
644
Biltmore Family Office
North Carolina
$469K +$439K +4,571 New
WIC
645
Woodmont Investment Counsel
Tennessee
$466K -$14.4K -150 -3%
CM
646
Columbus Macro
Pennsylvania
$461K +$435K +4,523 New
MA
647
MUFG Americas
New York
$460K -$23.2K -241 -5%
IAA
648
Ironsides Asset Advisors
North Carolina
$458K
FPS
649
Fieldpoint Private Securities
Connecticut
$457K
SIC
650
Sigma Investment Counselors
Michigan
$455K +$14.4K +150 +3%

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.