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
CA
76
Cumberland Advisors
Florida
$21.8M +$10.1M +103,920 +73%
HF
77
HRT Financial
New York
$21.4M +$20.5M +210,717 +680%
JG
78
Jefferies Group
New York
$20.2M +$19.3M +198,303 +670%
FIB
79
First Interstate Bank
Montana
$19.7M +$3.8M +39,161 +21%
KHLMVGHM
80
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$17.9M
GFPC
81
Global Financial Private Capital
Florida
$17.6M -$2.07M -21,331 -10%
TAM
82
Tocqueville Asset Management
New York
$17.5M
HCM
83
Hollencrest Capital Management
California
$17.2M -$685K -7,052 -4%
BWM
84
Biltmore Wealth Management
Arizona
$17M
Twin Tree Management
85
Twin Tree Management
Texas
$17M +$7.44M +76,544 +67%
MMA
86
Miracle Mile Advisors
California
$16.3M -$3.73M -38,365 -17%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$16.2M -$10.8M -111,559 -38%
EWA
88
Evolution Wealth Advisors
Florida
$15.9M -$2.24M -23,040 -11%
BHWM
89
Bar Harbor Wealth Management
New Hampshire
$15.4M -$249K -2,559 -1%
GLLW
90
Graves Light Lenhart Wealth
Virginia
$15.3M +$187K +1,921 +1%
MM
91
Main Management
California
$15M +$8.98M +92,448 +120%
SC
92
Sepio Capital
Utah
$14.7M -$73K -751 -0.4%
MCM
93
Murphy Capital Management
New Jersey
$13.7M -$485K -4,990 -3%
BPC
94
Banque Pictet & Cie
Switzerland
$13.6M -$28.6K -294 -0.2%
PNAA
95
Pictet North America Advisors
Switzerland
$13.6M -$28.6K -294 -0.2%
AWE
96
Avidian Wealth Enterprises
Texas
$13.2M -$427K -4,391 -3%
GKWIM
97
Gerber Kawasaki Wealth & Investment Management
California
$13M +$982K +10,105 +7%
PAG
98
Private Advisor Group
New Jersey
$13M -$667K -6,867 -4%
OPS
99
Orion Portfolio Solutions
Nebraska
$12.9M +$2.21M +22,758 +18%
WFI
100
West Family Investments
California
$12.6M +$13.8M +142,000 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.