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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
JAWM
976
J. Arnold Wealth Management
Ohio
$9K -$829K -8,534 -99%
CLOS
977
Compagnie Lombard Odier SCmA
Switzerland
$9K
FA
978
Faithward Advisors
Pennsylvania
$9K
ADL
979
Asset Dedication LLC
California
$9K +$389 +4 +4%
PA
980
Procyon Advisors
Connecticut
$9K +$10K +103 New
SCA
981
Stonebridge Capital Advisors
Minnesota
$9K +$10.2K +105 New
HFS
982
HBC Financial Services
Washington
$8K -$7.19K -74 -43%
BA
983
Ballast Advisors
Minnesota
$8K
ZB
984
Zions Bancorporation
Utah
$8K +$8.74K +90 New
RCA
985
Ranch Capital Advisors
Florida
$7K -$12.2K -126 -61%
TIM
986
Tortoise Investment Management
New York
$7K
WA
987
WBH Advisory
Maryland
$5.71K +$53.3K +549 +0.9%
DOA
988
D'Orazio & Associates
Virginia
$5K
LF
989
Lee Financial
Texas
$5K
FMII
990
Farmers & Merchants Investments Inc
Nebraska
$4K -$20.3K -209 -81%
EWM
991
Edge Wealth Management
New York
$4K -$9.71K -100 -69%
MFT
992
Moisand Fitzgerald Tamayo
Florida
$4K
FWM
993
FSA Wealth Management
Massachusetts
$4K +$97 +1 +2%
PP
994
PrairieView Partners
Minnesota
$4K +$3.98K +41 New
GP
995
Greenline Partners
New York
$4K +$4.08K +42 New
OFG
996
Oxford Financial Group
Indiana
$4K +$4.08K +42 New
EAM
997
Eukles Asset Management
Ohio
$3K
RFM
998
Royal Fund Management
Florida
$3K
FPB
999
First PREMIER Bank
South Dakota
$3K +$3.5K +36 New
MSFP
1000
Mark Sheptoff Financial Planning
Connecticut
$2K

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.