We are live on ! Find out more
XLV icon

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
UF
701
Univest Financial
Pennsylvania
$381K +$532K +5,529 New
ACM
702
Azimuth Capital Management
Michigan
$380K -$11.5K -120 -3%
HB
703
Homrich & Berg
Georgia
$377K +$28.8K +300 +9%
SFSIG
704
San Francisco Sentry Investment Group
California
$374K +$96 +1 +0%
FUBT
705
First United Bank & Trust
Maryland
$373K -$200K -2,085 -36%
SCM
706
Stellar Capital Management
Arizona
$373K -$1.44K -15 -0.4%
DI
707
DAGCO Inc
Ohio
$373K
BL
708
BFSG LLC
California
$372K
FA
709
FMA Advisory
Pennsylvania
$369K -$2.12K -22 -0.6%
H
710
HoyleCohen
California
$367K -$84.3K -877 -20%
PAM
711
Private Asset Management
California
$367K -$6.25K -65 -2%
TH
712
Timber Hill
Connecticut
$367K +$115K +1,200 +50%
HCMT
713
Highland Capital Management (Tennessee)
Tennessee
$365K -$2.6K -27 -0.7%
IC
714
Inscription Capital
Texas
$365K +$343K +3,563 New
OLA
715
Oliver Luxxe Assets
New Jersey
$364K +$38.5K +400 +13%
VCM
716
Virtue Capital Management
Tennessee
$363K -$54.5K -567 -14%
DY
717
Dowling & Yahnke
California
$363K +$3.94K +41 +1%
GT
718
Glenview Trust
Kentucky
$360K +$54.6K +568 +19%
Neuberger Berman Group
719
Neuberger Berman Group
New York
$359K -$102K -1,060 -23%
VA
720
Valmark Advisers
Ohio
$359K +$1.73K +18 +0.5%
CWM
721
Concentric Wealth Management
California
$359K +$339K +3,525 New
IP
722
Investment Partners
Ohio
$358K +$338K +3,516 New
NCM
723
Narwhal Capital Management
Georgia
$357K +$337K +3,500 New
PA
724
Parallel Advisors
California
$354K -$66.3K -690 -17%
ACM
725
Atlanta Capital Management
Georgia
$350K -$23.7K -246 -7%

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.