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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
FCH
901
Freestone Capital Holdings
Washington
$120K +$119K +1,135 New
MPWT
902
MassMutual Private Wealth & Trust
Connecticut
$119K
WCG
903
Weaver Consulting Group
California
$119K +$5.26K +50 +5%
CAAS
904
Capital Asset Advisory Services
Michigan
$118K -$6.32K -60 -5%
APWA
905
Atlas Private Wealth Advisors
New Jersey
$118K +$6.32K +60 +6%
WB
906
Webster Bank
Connecticut
$118K +$18.4K +175 +18%
AF
907
Allworth Financial
California
$116K +$19.4K +184 +20%
SNT
908
Security National Trust
West Virginia
$111K
SFC
909
SYM Financial Corp
Indiana
$109K +$13.5K +128 +14%
JHCP
910
Jackson Hole Capital Partners
Oklahoma
$109K +$109K +1,034 New
CAL
911
Capital Advisors Ltd
Ohio
$107K -$16.3K -155 -13%
First Manhattan
912
First Manhattan
New York
$106K -$18.2K -173 -15%
IA
913
Independence Advisors
Pennsylvania
$105K -$3.05K -29 -3%
MAWCM
914
Mine & Arao Wealth Creation & Management
California
$105K +$29.5K +280 +39%
NNP
915
Nachman Norwood & Parrott
South Carolina
$105K +$105K +993 New
KPCM
916
Kings Point Capital Management
New York
$103K
TVWM
917
Tower View Wealth Management
Wisconsin
$102K +$421 +4 +0.4%
HFM
918
Hartford Financial Management
Connecticut
$101K -$67.4K -640 -40%
AWA
919
Arkadios Wealth Advisors
Georgia
$95.2K +$2.95K +28 +3%
MWP
920
Meridian Wealth Partners
Pennsylvania
$94K
BFC
921
Bedel Financial Consulting
Indiana
$93K
RFA
922
Reilly Financial Advisors
California
$93K
CAM
923
Costello Asset Management
Pennsylvania
$92K
HS
924
Horan Securities
United States
$88K +$87.9K +835 New
CCM
925
Covington Capital Management
California
$87K

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.