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State Street Health Care Select Sector SPDR ETF

1,053 hedge funds and large institutions have $18.5B invested in State Street Health Care Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 401 increasing their positions, 393 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 77

5% more capital invested

Capital invested by funds: $17.6B → $18.5B (+$957M)

2.87% more ownership

Funds ownership: 76.26%79.12% (+2.9%)

2% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 393

0% more funds holding

Funds holding: 1,0501,053 (+3)

19% less funds holding in top 10

Funds holding in top 10: 11089 (-21)

23% less call options, than puts

Call options by funds: $1.5B | Put options by funds: $1.95B

Holders
1,053
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
21.25%
Holding in Top 10
89
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.09%
% of All Funds
1.8%
New
93
Increased
401
Reduced
393
Closed
77
Calls
$1.5B
Puts
$1.95B
Net Calls
-$455M
Net Calls Change
+$473M
Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
751
Beirne Wealth Consulting Services
Connecticut
$342K +$98K +931 +40%
TPCW
752
TD Private Client Wealth
New York
$341K +$106K +1,011 +46%
MWM
753
Mission Wealth Management
California
$339K -$39.8K -378 -11%
ACM
754
Atlanta Capital Management
Georgia
$339K +$24.4K +232 +8%
HA
755
HYA Advisors
Missouri
$336K +$1.05K +10 +0.3%
APW
756
Aurora Private Wealth
New Jersey
$328K +$10.1K +96 +3%
CWM
757
Circle Wealth Management
New Jersey
$326K +$737 +7 +0.2%
H
758
HoyleCohen
California
$324K
TFCP
759
Twin Focus Capital Partners
Massachusetts
$323K
FPGK
760
Financial Partners Group (Kansas)
Kansas
$321K +$737 +7 +0.2%
JSC
761
Jackson Square Capital
California
$313K -$14.1K -134 -4%
HFS
762
Howard Financial Services
Texas
$309K -$61.5K -584 -17%
FA
763
FCG Advisors
New Jersey
$305K +$34K +323 +13%
GT
764
Glenview Trust
Kentucky
$303K -$69.8K -663 -19%
NB
765
Northwest Bancshares
Pennsylvania
$303K -$13.6K -129 -4%
CFO
766
CVA Family Office
Colorado
$302K
Neuberger Berman Group
767
Neuberger Berman Group
New York
$301K +$24.7K +235 +9%
LW
768
Linscomb Wealth
Texas
$297K -$16K -152 -5%
PGAM
769
Princeton Global Asset Management
New Jersey
$296K +$197K +1,872 +200%
VCM
770
Vivaldi Capital Management
Illinois
$295K -$52.2K -496 -16%
BAS
771
Brown Advisory Securities
Maryland
$295K
MCM
772
Maryland Capital Management
Maryland
$295K
RFN
773
RDA Financial Network
Iowa
$295K +$294K +2,795 New
DY
774
Dowling & Yahnke
California
$291K -$28.9K -275 -9%
AC
775
AlphaCore Capital
California
$290K

XLV Hedge Fund Activity: Q3 2020 in Review

1,053 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2020, worth a combined $18.5B — up 5.4% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new XLV positions and 77 closed out — a net gain of 16 holders — while 401 added to existing stakes and 393 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $301M. The largest seller was Ontario Teachers' Pension Plan Board, cutting an estimated $222M.

  • 1,053 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2020, up from 1,050 in Q2 2020.
  • Funds reported $18.5B of State Street Health Care Select Sector SPDR ETF stock for Q3 2020, up 5.4% quarter-over-quarter.
  • 93 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2020 and 77 closed out, a net change of +16 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2020 was BNP Paribas Financial Markets, an estimated $301M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2020 was Ontario Teachers' Pension Plan Board, an estimated $222M sold.

Based on aggregated 13F filings for Q3 2020.