We are live on ! Find out more
XLV icon

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
BCM
951
Bourgeon Capital Management
Connecticut
$18K
HCM
952
Highlander Capital Management
New Jersey
$18K
PCMK
953
Paragon Capital Management (Kansas)
Kansas
$18K +$19.4K +200 New
MF
954
Manchester Financial
California
$17K +$1.07K +11 +6%
ATC
955
Adirondack Trust Company
New York
$16K -$27.5K -283 -62%
SQA
956
Simon Quick Advisors
New Jersey
$16K -$4.28K -44 -20%
LFG
957
LifePlan Financial Group
Ohio
$16K
TCOV
958
Trust Company of Vermont
Vermont
$16K
AIC
959
Archer Investment Corporation
Indiana
$16K +$4.86K +50 +39%
DAM
960
Delta Asset Management
Tennessee
$15K
CMA
961
Cedar Mountain Advisors
Oregon
$14K
MCM
962
McMillion Capital Management
North Carolina
$13K
RDWM
963
Red Door Wealth Management
Tennessee
$13K +$14.4K +148 New
TC
964
Truvestments Capital
Florida
$13K +$14.6K +150 New
HFA
965
HC Financial Advisors
California
$13K +$14.7K +151 New
BAMG
966
Brand Asset Management Group
Missouri
$12K
FPFS
967
First Personal Financial Services
North Carolina
$12K
LFG
968
Larson Financial Group
Missouri
$12K +$5.05K +52 +65%
LB
969
Legacy Bridge
Iowa
$12K +$7.58K +78 +144%
CWM
970
Cedar Wealth Management
California
$12K +$12.6K +130 New
NPP
971
New Potomac Partners
Maryland
$10K -$9.23K -95 -46%
TPWA
972
TRUE Private Wealth Advisors
Oregon
$10K -$2.04K -21 -15%
HWM
973
HighMark Wealth Management
Minnesota
$10K +$97 +1 +0.9%
II
974
Inspire Investing
Idaho
$10K +$11K +113 New
CAL
975
Capital Advisors Ltd
Ohio
$10K +$11.4K +117 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.