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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
FG
776
Fiduciary Group
Georgia
$289K +$45.6K +433 +19%
Luther King Capital Management (LKCM)
777
Luther King Capital Management (LKCM)
Texas
$286K
NFG
778
Next Financial Group
Texas
$285K -$154K -1,462 -35%
GFPC
779
Global Financial Private Client
Florida
$280K -$560K -5,319 -67%
IF
780
Intrua Financial
Texas
$280K -$77.2K -733 -23%
FCFC
781
First Commonwealth Financial Corp
Pennsylvania
$279K -$498K -4,731 -64%
JWBC
782
J.W. Burns & Co
New York
$279K -$8.42K -80 -3%
NEIRG
783
New England Investment & Retirement Group
Massachusetts
$277K -$33.7K -320 -11%
GW
784
GW & Wade
Massachusetts
$276K
VCA
785
Verdence Capital Advisors
Maryland
$276K +$105 +1 +0%
IP
786
Investment Partners
Ohio
$276K +$44K +418 +19%
CWM
787
Concentric Wealth Management
California
$274K
CW
788
CreativeOne Wealth
Kansas
$274K +$274K +2,605 New
AAMA
789
Advanced Asset Management Advisors
Ohio
$273K -$14.8K -141 -5%
PMFA
790
Plante Moran Financial Advisors
Michigan
$273K
SYBT
791
Stock Yards Bank & Trust
Kentucky
$272K +$272K +2,583 New
CG
792
Cutler Group
California
$271K -$509K -4,840 -65%
AGA
793
Arkos Global Advisors
Texas
$270K -$114K -1,086 -30%
GA
794
GFS Advisors
Texas
$267K
SVWAG
795
Sound View Wealth Advisors Group
Georgia
$267K +$4.53K +43 +2%
WSFS
796
Wilmington Savings Fund Society
Delaware
$264K -$73.2K -695 -22%
MAS
797
Madden Advisory Services
Florida
$264K
CAN
798
Claraphi Advisory Network
United States
$263K -$274K -2,600 -51%
MWM
799
Meridian Wealth Management
Kentucky
$263K -$59.3K -563 -18%
OSAM
800
O'Shaughnessy Asset Management
Connecticut
$263K -$16.6K -158 -6%

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.