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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
BHWM
976
Bay Harbor Wealth Management
Maryland
$39K -$1.28M -12,125 -97%
CFD
977
Creative Financial Designs
Indiana
$39K +$38.4K +365 New
VRM
978
Vectors Research Management
New York
$38K
OC
979
Oakworth Capital
Alabama
$38K +$3.68K +35 +11%
PCFFS
980
Pacific Center for Financial Services
California
$37K +$4.11K +39 +13%
WAS
981
Winch Advisory Services
Wisconsin
$36K +$211 +2 +0.6%
ZB
982
Zions Bancorporation
Utah
$36K +$26.2K +249 +277%
HFRG
983
Houlihan Financial Resource Group
Virginia
$36K +$34.2K +325 New
OSNBOA
984
Old Second National Bank of Aurora
Illinois
$34K
LFG
985
Larson Financial Group
Missouri
$34K +$2.21K +21 +7%
HPC
986
HM Payson & Co
Maine
$33K
MIM
987
Macroview Investment Management
Maryland
$33K
SIM
988
Sonora Investment Management
Arizona
$33K
PCTC
989
Perkins Coie Trust Company
Washington
$32K
VCM
990
Versant Capital Management
Arizona
$31K
AWMS
991
Advocacy Wealth Management Services
Georgia
$30K
IWP
992
IAG Wealth Partners
Wisconsin
$28K +$5.16K +49 +23%
JWA
993
JFS Wealth Advisors
Pennsylvania
$28K +$27.6K +262 New
Millennium Management
994
Millennium Management
New York
$27.6K -$25.4M -240,964 -48%
HI
995
Hudock Inc
Pennsylvania
$27K -$264K -2,508 -90%
GCM
996
Gables Capital Management
Florida
$27K
AIC
997
Archer Investment Corporation
Indiana
$26.3K -$7.16K -68 -21%
SIAS
998
Shine Investment Advisory Services
Colorado
$26K
GWMIA
999
Global Wealth Management Investment Advisory
Florida
$25K -$7.58K -72 -23%
VNA
1000
Valley National Advisers
Pennsylvania
$25K

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.