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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
AFP
676
Ausdal Financial Partners
Iowa
$376K -$1.5M -15,458 -80%
CCM
677
Cribstone Capital Management
Maine
$376K +$9.52K +98 +2%
WAM
678
Wealthspire Advisors (Maryland)
Maryland
$376K +$129K +1,328 +45%
CTC
679
Central Trust Company
Missouri
$375K
1WA
680
180 Wealth Advisors
Washington
$374K +$26.4K +272 +7%
GG
681
Gofen & Glossberg
Illinois
$373K -$11.5K -118 -3%
MA
682
MUFG Americas
New York
$371K -$31.1K -320 -7%
EW
683
Evoke Wealth
California
$370K +$406K +4,178 New
WSCM
684
Wellington Shields Capital Management
New York
$370K -$4.86K -50 -1%
CC
685
Courier Capital
New York
$370K +$111K +1,138 +42%
HC
686
HNP Capital
New York
$370K +$371K +3,821 New
TH
687
Timber Hill
Connecticut
$367K
CWM
688
Cranbrook Wealth Management
Michigan
$365K -$18.9K -195 -5%
RVPG
689
Relative Value Partners Group
$361K -$18K -185 -4%
OLA
690
Oliver Luxxe Assets
New Jersey
$361K +$24.3K +250 +7%
PCM
691
Parsons Capital Management
Rhode Island
$360K -$20.9K -215 -5%
GIA
692
Gladstone Institutional Advisory
Florida
$360K +$125K +1,282 +46%
FEM
693
Fulcrum Equity Management
Texas
$359K -$93.9K -967 -19%
PMG
694
ProVise Management Group
Florida
$356K -$193K -1,986 -33%
TC
695
TownSquare Capital
Utah
$355K -$234K -2,410 -40%
CGA
696
Crescent Grove Advisors
Illinois
$355K +$114K +1,176 +42%
WT
697
Whittier Trust
California
$354K -$287K -2,953 -43%
NCM
698
Narwhal Capital Management
Georgia
$354K +$48.6K +500 +14%
QPWM
699
Quadrant Private Wealth Management
Pennsylvania
$352K +$9.52K +98 +3%
TC
700
Telemus Capital
Michigan
$352K +$332K +3,421 New

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.