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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
TF
901
Tompkins Financial
New York
$48K +$25.9K +267 +99%
AIP
902
Ameritas Investment Partners
Nebraska
$47K
SIS
903
Sound Income Strategies
Florida
$46K +$389 +4 +0.8%
BDWM
904
Brewin Dolphin Wealth Management
Ireland
$44.3K
GI
905
Gradient Investments
Minnesota
$44K -$5.63K -58 -11%
PGAM
906
Princeton Global Asset Management
New Jersey
$44K
PCG
907
Private Capital Group
Connecticut
$44K
QCMC
908
Quantum Capital Management (California)
California
$44K
DSC
909
Duncker Streett & Co
Missouri
$44K +$97 +1 +0.2%
RP
910
Rice Partnership
Hawaii
$44K +$23.1K +238 +91%
ME
911
McIlrath & Eck
Washington
$44K +$44.7K +460 +1,438%
LWM
912
Lenox Wealth Management
Ohio
$43K -$54.3K -559 -54%
CA
913
Crewe Advisors
Utah
$42K
FCMT
914
Founders Capital Management (Texas)
Texas
$40K
WQ
915
Wealth Quarterback
New Jersey
$39.5K -$916K -9,426 -95%
WB
916
West Bancorporation
Iowa
$39K
SIAP
917
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K
DI
918
Disciplined Investments
Oklahoma
$38K +$486 +5 +1%
HGWM
919
Harvest Group Wealth Management
Massachusetts
$37K +$97 +1 +0.2%
RCG
920
Ruggie Capital Group
Florida
$35K
MMG
921
Monetary Management Group
Missouri
$35K +$14.6K +150 +60%
PCA
922
Providence Capital Advisors
North Carolina
$34K -$2.72K -28 -7%
PB
923
Pinnacle Bancorp
Nebraska
$33K -$5.34K -55 -13%
HPC
924
HM Payson & Co
Maine
$33K
GWMIA
925
Global Wealth Management Investment Advisory
Florida
$33K +$4.66K +48 +15%

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.