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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
VRM
926
Vectors Research Management
New York
$32K
MIM
927
Macroview Investment Management
Maryland
$32K +$97 +1 +0.3%
LWA
928
Lenox Wealth Advisors
New York
$32K +$34.8K +358 New
WAS
929
Winch Advisory Services
Wisconsin
$30K +$389 +4 +1%
OC
930
Oakworth Capital
Alabama
$29K
OSNBOA
931
Old Second National Bank of Aurora
Illinois
$29K
SIM
932
Sonora Investment Management
Arizona
$28K -$12.9K -133 -30%
SIS
933
SVB Investment Services
Utah
$28K
HI
934
Hudock Inc
Pennsylvania
$28K +$11.9K +123 +61%
VCS
935
Vaughan & Co Securities
New Jersey
$26.6K -$4.86K -50 -14%
VCM
936
Versant Capital Management
Arizona
$26K
PCFFS
937
Pacific Center for Financial Services
California
$25K
GCM
938
Gables Capital Management
Florida
$23K
PIA
939
Powell Investment Advisors
Florida
$23K
SIAS
940
Shine Investment Advisory Services
Colorado
$22K
LWM
941
Liberty Wealth Management
California
$21K -$60.6K -624 -73%
AWMS
942
Advocacy Wealth Management Services
Georgia
$21K
VNA
943
Valley National Advisers
Pennsylvania
$21K
WIM
944
Westside Investment Management
California
$20.7K +$902K +9,282 New
BWM
945
BerganKDV Wealth Management
Minnesota
$20K
IWP
946
IAG Wealth Partners
Wisconsin
$20K
GG
947
Gleason Group
Kentucky
$20K +$194 +2 +0.9%
AP
948
Advisors Preferred
Maryland
$20K +$22.1K +228 New
AI
949
ArchPoint Investors
Florida
$19K
DCM
950
Davis Capital Management
Florida
$19K +$20.9K +215 New

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.