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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
S
876
SignatureFD
Georgia
$74K +$24.1K +248 +42%
Credit Agricole
877
Credit Agricole
France
$74K +$54.8K +564 +207%
WP
878
WealthShield Partners
North Carolina
$73K -$22.3K -230 -22%
LWANC
879
Laurel Wealth Advisors (North Carolina)
North Carolina
$73K
VCM
880
Vigilant Capital Management
Maine
$71K -$117K -1,200 -60%
SWM
881
Sugarloaf Wealth Management
Georgia
$71K +$9.71K +100 +14%
IFAM
882
Institutional & Family Asset Management
Colorado
$70K -$8.06K -83 -10%
WB
883
Webster Bank
Connecticut
$69K +$46.1K +475 +152%
AIM
884
Anchor Investment Management
South Carolina
$68.7K
FA
885
Financial Advantage
Maryland
$68K
CA
886
Clearstead Advisors
Ohio
$68K +$74.2K +764 New
ANBT
887
American National Bank & Trust
Texas
$67K
TL
888
TrueWealth LLC
Georgia
$67K
MAWCM
889
Mine & Arao Wealth Creation & Management
California
$64K
CB
890
Community Bank
New York
$60K
CWC
891
Carolinas Wealth Consulting
North Carolina
$59K +$53.7K +553 +465%
ClearBridge Investments
892
ClearBridge Investments
New York
$58K -$3.98K -41 -6%
IBOK
893
Independence Bank of Kentucky
Kentucky
$56K
Qube Research & Technologies (QRT)
894
Qube Research & Technologies (QRT)
United Kingdom
$53K -$2.57M -26,406 -98%
TWA
895
TCI Wealth Advisors
Arizona
$53K -$201K -2,066 -77%
KC
896
Knuff & Co
California
$53K
WCM
897
Wealthcare Capital Management
Virginia
$53K
BAM
898
Bellevue Asset Management
Washington
$50K +$9.71K +100 +26%
DWM
899
Darwin Wealth Management
Florida
$49K +$54.9K +565 New
RWA
900
Ropes Wealth Advisors
Massachusetts
$48K -$713K -7,337 -93%

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.