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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
LWANC
926
Laurel Wealth Advisors (North Carolina)
North Carolina
$86K -$3.16K -30 -4%
VCM
927
Vigilant Capital Management
Maine
$85K
SWM
928
Sugarloaf Wealth Management
Georgia
$84K
AIM
929
Anchor Investment Management
South Carolina
$81.9K
FA
930
Financial Advantage
Maryland
$81K
BBL
931
Beck Bode LLC
Massachusetts
$80K +$79.7K +757 New
ANBT
932
American National Bank & Trust
Texas
$79K
CWC
933
Carolinas Wealth Consulting
North Carolina
$76K +$5.26K +50 +7%
SIAP
934
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$70K +$19.5K +185 +38%
BC
935
Barnett & Company
Tennessee
$68K +$15.8K +150 +31%
Kayne Anderson Rudnick Investment Management
936
Kayne Anderson Rudnick Investment Management
California
$67K +$30.5K +290 +85%
SA
937
SRH Advisors
Kansas
$67K +$66.7K +634 New
RP
938
Rice Partnership
Hawaii
$65K
SFA
939
Stewardship Financial Advisors
Georgia
$65K +$65K +618 New
KC
940
Knuff & Co
California
$63K
AIP
941
Ameritas Investment Partners
Nebraska
$63K +$6.84K +65 +12%
DSC
942
Duncker Streett & Co
Missouri
$62K +$105 +1 +0.2%
FA
943
Faithward Advisors
Pennsylvania
$62K +$51.4K +488 +488%
TWA
944
TCI Wealth Advisors
Arizona
$60K
BCV
945
Banque Cantonale Vaudoise
Switzerland
$60K +$60K +570 New
S
946
SignatureFD
Georgia
$59K -$28.4K -270 -33%
LWM
947
Liberty Wealth Management
California
$59K +$33.7K +320 +136%
LC
948
Lindbrook Capital
California
$58K +$21.4K +203 +58%
RWA
949
Ropes Wealth Advisors
Massachusetts
$57K
TF
950
Tompkins Financial
New York
$57K

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.