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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
MCA
801
Magnolia Capital Advisors
Mississippi
$227K +$249K +2,559 New
CPA
802
Clear Perspective Advisors
Illinois
$225K -$32.1K -330 -12%
AWP
803
Ascent Wealth Partners
New York
$224K
GA
804
GFS Advisors
Texas
$224K +$33.4K +344 +16%
Neuberger Berman Group
805
Neuberger Berman Group
New York
$223K -$97.2K -1,001 -28%
SVWAG
806
Sound View Wealth Advisors Group
Georgia
$222K +$194 +2 +0.1%
SBIA
807
Sheaff Brock Investment Advisors
Indiana
$221K +$242K +2,490 New
AAP
808
Ardsley Advisory Partners
Connecticut
$221K +$243K +2,500 New
BBPWM
809
Blue Bell Private Wealth Management
Pennsylvania
$220K +$9.71K +100 +4%
JSC
810
Jackson Square Capital
California
$219K -$12.1K -125 -5%
SMFS
811
Squar Milner Financial Services
California
$217K +$680 +7 +0.3%
PA
812
Parallel Advisors
California
$215K -$102K -1,045 -30%
Manulife (Manufacturers Life Insurance)
813
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$213K -$638K -6,565 -73%
SW
814
StrongBox Wealth
Missouri
$213K +$234K +2,409 New
BG
815
Bollard Group
Massachusetts
$209K +$1.85K +19 +0.8%
AMC
816
Asset Management Corp
Illinois
$209K +$229K +2,360 New
RWML
817
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$209K -$229K -2,357 -50%
CCG
818
Chatham Capital Group
Georgia
$208K +$229K +2,353 New
CST
819
Charles Schwab Trust
Nevada
$206K
CMI
820
Clare Market Investments
Texas
$202K -$366K -3,764 -62%
OIS
821
Okabena Investment Services
Minnesota
$191K
TFS
822
TrustCore Financial Services
Tennessee
$188K +$117K +1,201 +130%
PMFA
823
Plante Moran Financial Advisors
Michigan
$187K -$19.7K -203 -9%
CFG
824
Citizens Financial Group
Rhode Island
$181K +$10K +103 +5%
WAP
825
Wealthcare Advisory Partners
Pennsylvania
$181K +$100K +1,029 +101%

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.