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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
BBPWM
801
Blue Bell Private Wealth Management
Pennsylvania
$262K
JCM
802
Janney Capital Management
Pennsylvania
$262K +$18.9K +180 +8%
EGA
803
E&G Advisors
Texas
$260K -$67.4K -640 -21%
AMC
804
Asset Management Corp
Illinois
$260K +$316 +3 +0.1%
SWMG
805
Strategic Wealth Management Group
Maryland
$260K +$260K +2,469 New
MCA
806
Magnolia Capital Advisors
Mississippi
$257K -$12.9K -123 -5%
SCM
807
Southport Capital Management
Tennessee
$257K +$17.6K +167 +7%
SSWM
808
Sheets Smith Wealth Management
North Carolina
$257K +$21.1K +200 +9%
SFSG
809
Stearns Financial Services Group
North Carolina
$256K +$526 +5 +0.2%
TPW
810
TL Private Wealth
Texas
$254K +$842 +8 +0.3%
CDH
811
Charles D. Hyman
$253K -$59K -561 -19%
CPIG
812
Chicago Partners Investment Group
Illinois
$251K -$11.3K -107 -4%
MG
813
Mather Group
Illinois
$251K +$250K +2,378 New
CMI
814
Clare Market Investments
Texas
$251K +$250K +2,375 New
HL
815
HeadInvest LLC
Maine
$250K +$9.47K +90 +4%
CAL
816
Capital Analysts LLC
Pennsylvania
$246K +$244K +2,320 +29,000%
GFS
817
GYL Financial Synergies
Connecticut
$245K -$150K -1,426 -38%
PHS
818
Pekin Hardy Strauss
Illinois
$244K +$243K +2,310 New
RMAM
819
Raab & Moskowitz Asset Management
New Jersey
$243K -$119K -1,133 -33%
IC
820
Intersect Capital
California
$243K +$242K +2,302 New
SW
821
StrongBox Wealth
Missouri
$242K -$28K -266 -10%
ECG
822
Edge Capital Group
Georgia
$240K -$10.4K -99 -4%
SWM
823
SeaCrest Wealth Management
New York
$238K -$14.5K -138 -6%
AWP
824
Ascent Wealth Partners
New York
$237K
MA
825
Montag & Associates
Georgia
$237K +$236K +2,244 New

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.