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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
PJSIMP
826
P.J. Schmidt Investment Management (PJS)
Wisconsin
$236K
AIM
827
Aspen Investment Management
Michigan
$234K
CAM
828
Concorde Asset Management
Michigan
$232K -$384K -3,647 -67%
MA
829
MCF Advisors
Kentucky
$232K -$32K -304 -12%
WAP
830
Wealthcare Advisory Partners
Pennsylvania
$230K +$230K +2,183 New
ML
831
McAdam LLC
Pennsylvania
$230K +$230K +2,184 New
PWM
832
PRW Wealth Management
Massachusetts
$229K
CFS
833
CRA Financial Services
New Jersey
$228K -$3.47K -33 -2%
HVIA
834
Hudson Valley Investment Advisors
New York
$228K
HCP
835
Hexagon Capital Partners
Arkansas
$228K +$232K +2,206 New
FHB
836
First Hawaiian Bank
Hawaii
$225K -$5.58K -53 -2%
CCM
837
Crabel Capital Management
California
$225K +$225K +2,137 New
PWG
838
Private Wealth Group
Florida
$224K -$38.5K -366 -15%
LIA
839
LBMC Investment Advisors
Tennessee
$224K +$526 +5 +0.2%
CST
840
Charles Schwab Trust
Nevada
$222K +$2.32K +22 +1%
CB
841
Community Bank
New York
$219K -$26.9K -256 -11%
VA
842
Valmark Advisers
Ohio
$219K +$219K +2,077 New
SAM
843
Secure Asset Management
Michigan
$217K -$1.26M -12,015 -85%
DP
844
Dearborn Partners
Illinois
$217K
SMG
845
Spectrum Management Group
Indiana
$216K -$3.29M -31,285 -94%
RTS
846
Round Table Services
New Jersey
$215K
AA
847
Ancora Advisors
Ohio
$215K +$87.7K +833 +69%
AIP
848
Ahrens Investment Partners
Louisiana
$214K -$160K -1,516 -43%
PIMG
849
Patriot Investment Management Group
Tennessee
$214K +$2.63K +25 +1%
NIA
850
Northstar Investment Advisors
Colorado
$213K -$5.26K -50 -2%

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.