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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
OCM
651
Orleans Capital Management
Louisiana
$453K
SFSG
652
Stearns Financial Services Group
North Carolina
$452K -$24.5K -255 -5%
SFM
653
Stack Financial Management
Montana
$452K -$21.6K -225 -5%
Wolverine Trading
654
Wolverine Trading
Illinois
$447K -$268K -2,784 -39%
KFGK
655
Keystone Financial Group (Kentucky)
Kentucky
$447K -$6.83K -71 -2%
HAM
656
Highstreet Asset Management
Ontario, Canada
$445K +$420K +4,368 New
BBHC
657
Brown Brothers Harriman & Co
New York
$444K +$113K +1,173 +37%
AA
658
Advisory Alpha
Michigan
$444K +$358K +3,719 +606%
ATFA
659
All Terrain Financial Advisors
Minnesota
$441K -$201K -2,087 -33%
GG
660
Gofen & Glossberg
Illinois
$441K +$18.3K +190 +5%
CWM
661
Cranbrook Wealth Management
Michigan
$440K +$13K +135 +3%
AWA
662
Arete Wealth Advisors
Illinois
$439K +$415K +4,312 New
RVPG
663
Relative Value Partners Group
$437K -$586K -6,092 -59%
PCM
664
Parsons Capital Management
Rhode Island
$436K -$9.13K -95 -2%
NEIRG
665
New England Investment & Retirement Group
Massachusetts
$435K
PA
666
PFG Advisors
Arizona
$434K -$3.46K -36 -0.8%
PFG
667
PAX Financial Group
Texas
$432K +$401K +4,172 New
RMAM
668
Raab & Moskowitz Asset Management
New Jersey
$431K -$288 -3 -0.1%
CTC
669
Central Trust Company
Missouri
$431K +$19.7K +205 +5%
WSCM
670
Wellington Shields Capital Management
New York
$430K +$123K +1,275 +43%
FWP
671
FAS Wealth Partners
Kansas
$429K +$1.64K +17 +0.4%
CIM
672
Contravisory Investment Management
Massachusetts
$428K +$74.7K +777 +23%
GEA
673
Glen Eagle Advisors
New Jersey
$424K +$25.5K +265 +7%
FA
674
Fagan Associates
New York
$422K -$20.2K -210 -5%
CCM
675
Cribstone Capital Management
Maine
$422K +$140K +1,454 +54%

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.