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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
HFM
826
Hartford Financial Management
Connecticut
$172K -$8.84K -91 -4%
CAN
827
Claraphi Advisory Network
United States
$164K +$180K +1,852 New
TPCW
828
TD Private Client Wealth
New York
$158K +$96.6K +994 +126%
CHA
829
Carmichael Hill & Associates
Maryland
$155K +$97 +1 +0.1%
DTIM
830
Danda Trouve Investment Management
Kansas
$153K +$2.43K +25 +1%
BC
831
Barnett & Company
Tennessee
$148K
CAAS
832
Capital Asset Advisory Services
Michigan
$146K -$159K -1,634 -52%
FNBOSM
833
First National Bank of South Miami
Florida
$145K
First Manhattan
834
First Manhattan
New York
$144K +$146K +1,503 +1,183%
NSIM
835
North Star Investment Management
Illinois
$139K
CP
836
Corbenic Partners
Pennsylvania
$138K
BW
837
Bison Wealth
Georgia
$137K -$124K -1,279 -45%
FEG
838
Financial Enhancement Group
Indiana
$137K -$94.4K -972 -39%
RMC
839
Resources Management Corp
Connecticut
$137K
KWM
840
Kingsview Wealth Management
Oregon
$135K +$148K +1,526 New
CAGAS
841
Capital Advisory Group Advisory Services
Minnesota
$130K -$34.9K -359 -20%
KTC
842
Kistler-Tiffany Companies
Pennsylvania
$127K
FRA
843
Front Row Advisors
California
$125K
ST
844
Smithfield Trust
Pennsylvania
$125K
LDFR
845
Lehman & Derafelo Financial Resources
Pennsylvania
$121K +$111K +1,140 +507%
JFA
846
JNBA Financial Advisors
Minnesota
$118K
FCA
847
FinTrust Capital Advisors
South Carolina
$115K +$73.9K +761 +142%
WTC
848
WhitTier Trust Company
Nevada
$114K +$10.7K +110 +9%
AWM
849
Avior Wealth Management
Nebraska
$112K -$59.1K -608 -32%
KFI
850
Key Financial Inc
Pennsylvania
$112K +$122K +1,255 New

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.