We are live on ! Find out more
XLV icon

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
ACI
851
Alpha Cubed Investments
California
$212K -$33.4K -317 -14%
ATC
852
Argent Trust Co
Tennessee
$211K -$18.6K -177 -8%
AFAS
853
Acorn Financial Advisory Services
Virginia
$210K +$209K +1,985 New
LA
854
LVW Advisors
New York
$209K -$542K -5,146 -72%
LSA
855
L & S Advisors
California
$209K -$11.2K -106 -5%
1SB
856
1ST Source Bank
Indiana
$206K +$205K +1,950 New
GP
857
Girard Partners
Pennsylvania
$205K -$68.9K -655 -25%
CFG
858
Citizens Financial Group
Rhode Island
$205K -$9.26K -88 -4%
B
859
Bellecapital
Switzerland
$204K +$203K +1,932 New
Cerity Partners
860
Cerity Partners
New York
$204K +$203K +1,933 New
SRC
861
Shufro Rose & Co
New York
$204K +$204K +1,934 New
BBNA
862
Bremer Bank National Association
Minnesota
$203K +$203K +1,926 New
EP
863
Eudaimonia Partners
Tennessee
$202K +$32.4K +308 +19%
SP
864
Successful Portfolios
Florida
$201K +$201K +1,907 New
BG
865
Bollard Group
Massachusetts
$196K +$316 +3 +0.2%
JAWM
866
J. Arnold Wealth Management
Ohio
$191K +$14.5K +138 +8%
DTIM
867
Danda Trouve Investment Management
Kansas
$182K
CSPIA
868
Cary Street Partners Investment Advisory
Virginia
$179K +$178K +1,695 New
RIM
869
Rockbridge Investment Management
New York
$177K
APC
870
Aspire Private Capital
North Carolina
$175K -$6.64M -63,088 -97%
CAGAS
871
Capital Advisory Group Advisory Services
Minnesota
$174K -$175K -1,665 -50%
NSIM
872
North Star Investment Management
Illinois
$174K +$8.42K +80 +5%
AIM
873
Acropolis Investment Management
Missouri
$173K +$16.6K +158 +11%
RMC
874
Resources Management Corp
Connecticut
$169K
ACA
875
Aptus Capital Advisors
Alabama
$166K +$54.6K +519 +49%

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.