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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
ACG
626
Allen Capital Group
Nebraska
$458K -$3.79K -39 -0.7%
CWA
627
Clarus Wealth Advisors
Arizona
$458K +$23.4K +241 +5%
HWA
628
Hillcrest Wealth Advisors
New Jersey
$455K +$118K +1,213 +31%
EFSCE
629
Enterprise Financial Services Corp (EFSC)
Missouri
$455K +$367K +3,780 +278%
Two Sigma Investments
630
Two Sigma Investments
New York
$452K -$124M -1,278,393 -100%
PP
631
Pacifica Partners
Canada
$452K -$46.6K -480 -9%
RHBC
632
R.H. Bluestein & Co
Michigan
$452K +$496K +5,105 New
DLCIG
633
D.L. Carlson Investment Group
New Hampshire
$448K -$22.5K -232 -4%
SIC
634
Starr International Company
Switzerland
$447K +$490K +5,045 New
SAM
635
Strategy Asset Managers
California
$442K +$293K +3,019 +153%
WANY
636
Wealthspire Advisors (New York)
New York
$440K +$483K +4,971 New
KLCM
637
KG&L Capital Management
Louisiana
$440K +$483K +4,975 New
Bank of Nova Scotia
638
Bank of Nova Scotia
Ontario, Canada
$437K +$7.77K +80 +2%
SFP
639
Strategic Financial Partners
Oregon
$430K -$102K -1,051 -18%
HSA
640
HBK Sorce Advisory
Pennsylvania
$430K +$472K +4,855 New
WC
641
Waterloo Capital
Texas
$428K +$469K +4,832 New
TFF
642
The Family Firm
Maryland
$424K +$2.04K +21 +0.4%
LWM
643
Laidlaw Wealth Management
New York
$422K -$309K -3,182 -40%
IFWM
644
Institute for Wealth Management
Colorado
$421K -$47.9K -493 -9%
HWA
645
Heritage Wealth Advisors
Virginia
$420K
HFS
646
Howard Financial Services
Texas
$420K
EM
647
ELCO Management
New York
$418K -$486 -5 -0.1%
LG
648
Leuthold Group
Minnesota
$418K +$459K +4,720 New
AFA
649
Arlington Financial Advisors
California
$417K -$42K -432 -8%
BFO
650
Biltmore Family Office
North Carolina
$414K +$9.71K +100 +2%

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.