We are live on ! Find out more
XLV icon

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
CAMG
651
CWA Asset Management Group
Florida
$413K +$452K +4,657 New
JPLA
652
Joseph P. Lucia & Associates
New York
$411K -$6.7K -69 -1%
NEPWA
653
New England Private Wealth Advisors
Massachusetts
$410K
GWM
654
Greenwich Wealth Management
Connecticut
$409K -$66.3K -682 -13%
ECM
655
Exchange Capital Management
Michigan
$409K -$32.2K -331 -7%
FPS
656
Fieldpoint Private Securities
Connecticut
$409K +$12.5K +129 +3%
BCM
657
Bayesian Capital Management
New York
$407K +$163K +1,675 +57%
PFM
658
Peak Financial Management
Massachusetts
$403K -$166K -1,705 -27%
CM
659
Columbus Macro
Pennsylvania
$401K
APW
660
Aurora Private Wealth
New Jersey
$400K +$193K +1,982 +78%
IAA
661
Ironsides Asset Advisors
North Carolina
$399K
PWP
662
Principle Wealth Partners
Connecticut
$399K +$57K +587 +15%
MC
663
Montag & Caldwell
Georgia
$399K +$437K +4,503 New
HPC
664
Hobart Private Capital
North Carolina
$397K +$56.3K +579 +15%
GHAM
665
Gilman Hill Asset Management
Connecticut
$391K +$35.5K +365 +9%
GTAM
666
Global Trust Asset Management
Florida
$391K +$418K +4,300 +4,624%
RIM
667
Rampart Investment Management
Connecticut
$388K -$143K -1,476 -25%
GM
668
GeoWealth Management
Illinois
$388K +$425K +4,374 New
SA
669
Strategic Advisors
New York
$387K +$399K +4,108 New
FA
670
Fagan Associates
New York
$384K +$18.4K +189 +5%
OIA
671
Optimum Investment Advisors
Illinois
$381K -$29.3K -302 -7%
SDAM
672
Shulman DeMeo Asset Management
New York
$380K -$161K -1,659 -28%
GEA
673
Glen Eagle Advisors
New Jersey
$378K +$9.71K +100 +2%
PG
674
Patten Group
Tennessee
$377K -$58.8K -605 -12%
FWP
675
FAS Wealth Partners
Kansas
$377K +$4.66K +48 +1%

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.