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
FA
751
FMA Advisory
Pennsylvania
$292K -$31.9K -328 -9%
ERIM
752
Eagle Ridge Investment Management
Connecticut
$291K
CWM
753
Concentric Wealth Management
California
$290K -$24.3K -250 -7%
CFGS
754
Concourse Financial Group Securities
Alabama
$289K +$8.84K +91 +3%
BC
755
Brinker Capital
Pennsylvania
$288K -$159K -1,637 -34%
IC
756
Inscription Capital
Texas
$288K -$30.3K -312 -9%
FLPIM
757
F.L. Putnam Investment Management
Massachusetts
$283K +$45.3K +466 +17%
GP
758
Girard Partners
Pennsylvania
$280K +$87.9K +905 +40%
BBHC
759
Brown Brothers Harriman & Co
New York
$277K -$119K -1,227 -28%
GPFA
760
Game Plan Financial Advisors
Ohio
$276K +$303K +3,116 New
BII
761
Bainco International Investors
Massachusetts
$273K -$1.2M -12,319 -80%
DP
762
Dearborn Partners
Illinois
$273K -$21.7K -223 -7%
BI
763
Bramshill Investments
Florida
$273K +$299K +3,077 New
H
764
HoyleCohen
California
$272K -$51.3K -528 -15%
HA
765
HYA Advisors
Missouri
$272K +$25.6K +263 +9%
CWM
766
Circle Wealth Management
New Jersey
$272K +$298K +3,071 New
TFCP
767
Twin Focus Capital Partners
Massachusetts
$271K
F
768
F3Logic
Minnesota
$270K -$1.93M -19,816 -87%
RIA
769
Realta Investment Advisors
Delaware
$270K -$232K -2,391 -44%
DWM
770
Doyle Wealth Management
Florida
$269K
SSWG
771
Seven Springs Wealth Group
Tennessee
$267K +$293K +3,016 New
BDF
772
Balasa Dinverno & Foltz
$266K
BPA
773
Beacon Pointe Advisors
California
$265K -$74.7K -769 -20%
ACM
774
Atlanta Capital Management
Georgia
$264K -$43.8K -451 -13%
LW
775
Linscomb Wealth
Texas
$263K

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.