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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
CDH
776
Charles D. Hyman
$262K
FIM
777
Frontier Investment Management
Texas
$262K +$58.4K +601 +25%
SFSIG
778
San Francisco Sentry Investment Group
California
$261K -$70.7K -728 -20%
TCWM
779
Total Clarity Wealth Management
Illinois
$260K +$30.7K +316 +12%
ATPW
780
Ashton Thomas Private Wealth
Arizona
$259K -$266K -2,742 -48%
FPGK
781
Financial Partners Group (Kansas)
Kansas
$258K -$22.6K -233 -7%
ACI
782
Alpha Cubed Investments
California
$258K +$8.45K +87 +3%
PCA
783
Personal Capital Advisors
California
$258K +$12.3K +127 +4%
FA
784
FCG Advisors
New Jersey
$253K +$39.3K +405 +17%
CPIG
785
Chicago Partners Investment Group
Illinois
$251K -$34.4K -354 -12%
Cerity Partners
786
Cerity Partners
New York
$250K +$30K +309 +12%
Luther King Capital Management (LKCM)
787
Luther King Capital Management (LKCM)
Texas
$249K
CBA
788
Coastal Bridge Advisors
Connecticut
$249K +$273K +2,810 New
JWCA
789
J.W. Cole Advisors
Florida
$245K -$4.22M -43,413 -94%
BAS
790
Brown Advisory Securities
Maryland
$239K -$23.6K -243 -9%
VCA
791
Verdence Capital Advisors
Maryland
$237K +$8.16K +84 +3%
FCA
792
FLC Capital Advisors
California
$237K +$263K +2,708 New
ZCA
793
Zeke Capital Advisors
Pennsylvania
$236K +$48.9K +503 +23%
JWBC
794
J.W. Burns & Co
New York
$235K -$5.05K -52 -2%
GW
795
GW & Wade
Massachusetts
$232K -$10.6K -109 -4%
TPW
796
TL Private Wealth
Texas
$231K -$18.8K -193 -8%
BEI
797
Benjamin Edwards Inc
Missouri
$231K +$32.1K +330 +14%
ATFA
798
All Terrain Financial Advisors
Minnesota
$230K -$168K -1,730 -40%
SXL
799
Summit X LLC
Missouri
$229K -$1.65K -17 -0.7%
ARG
800
Advisory Resource Group
Oklahoma
$229K

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.