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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
AIM
701
Allen Investment Management
New York
$349K
SFM
702
Stack Financial Management
Montana
$347K -$50.1K -516 -12%
NEIRG
703
New England Investment & Retirement Group
Massachusetts
$347K -$33.8K -348 -8%
LA
704
Lynch & Associates
Indiana
$347K -$3.4K -35 -0.9%
AC
705
AlphaCore Capital
California
$345K -$1.18M -12,136 -76%
AAMA
706
Advanced Asset Management Advisors
Ohio
$345K -$158K -1,628 -29%
PWM
707
Perigon Wealth Management
California
$345K -$20.4K -210 -5%
SFA
708
Sequoia Financial Advisors
Ohio
$345K +$9.71K +100 +3%
MWM
709
Minot Wealth Management
Massachusetts
$343K -$5.83K -60 -2%
CIM
710
Contravisory Investment Management
Massachusetts
$342K -$33.3K -343 -8%
OIA
711
OneDigital Investment Advisors
Kansas
$337K +$47.6K +490 +15%
ECM
712
Evergreen Capital Management
Washington
$333K
GFS
713
GYL Financial Synergies
Connecticut
$332K -$557K -5,730 -60%
ACM
714
Azimuth Capital Management
Michigan
$331K +$194 +2 +0.1%
SS
715
Sunbelt Securities
Texas
$329K -$128K -1,314 -26%
YWP
716
YorkBridge Wealth Partners
New York
$329K -$32.3K -332 -8%
AWM
717
Altavista Wealth Management
North Carolina
$329K -$11.9K -122 -3%
1W
718
1776 Wealth
Georgia
$329K +$177K +1,820 +110%
GSWM
719
Golden State Wealth Management
California
$329K +$360K +3,709 New
CG
720
Cutler Group
California
$327K +$359K +3,700 New
TNB
721
TCF National Bank
South Dakota
$325K -$23.2K -239 -6%
BL
722
BFSG LLC
California
$323K
PAM
723
Private Asset Management
California
$323K +$3.89K +40 +1%
CAG
724
Crestwood Advisors Group
Massachusetts
$322K -$234K -2,407 -40%
KFGK
725
Keystone Financial Group (Kentucky)
Kentucky
$322K -$73.6K -758 -17%

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.