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
PFGIA
1001
Patriot Financial Group Insurance Agency
Massachusetts
$2K
TCM
1002
TD Capital Management
Tennessee
$2K +$1.94K +20 New
RWG
1003
Regal Wealth Group
California
$1K -$44.8K -461 -97%
CAL
1004
Capital Analysts LLC
Pennsylvania
$1K -$12.6K -130 -95%
MRCM
1005
M&R Capital Management
New Jersey
$1K
HR
1006
Howe & Rusling
New York
$1K +$1.17K +12 New
MLL
1007
Moody Lynn & Lieberson
Massachusetts
$481
RWM
1008
Rezny Wealth Management
Florida
$6 +$260K +2,679 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1009
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$257M -2,520,200 Closed
CL
1010
Cabana LLC
Arkansas
-$83.1M -815,644 Closed
AC
1011
Athanor Capital
New York
-$25.5M -250,000 Closed
HIM
1012
Hanlon Investment Management
New Jersey
-$19.3M -189,220 Closed
MTB
1013
Mizuho Trust & Banking
Japan
-$13.2M -130,000 Closed
MLM
1014
Mount Lucas Management
Pennsylvania
-$13.2M -129,171 Closed
DCC
1015
Dow Chemical Company
Michigan
-$8.92M -87,568 Closed
AI
1016
Atom Investors
Texas
-$6.02M -59,125 Closed
Citadel Advisors
1017
Citadel Advisors
Florida
-$5.44M -55,979 Closed
QAM
1018
Q3 Asset Management
Michigan
-$4.39M -43,127 Closed
CP
1019
Coho Partners
Pennsylvania
-$4.33M -42,468 Closed
SPL
1020
Smart Portfolios LLC
Washington
-$3.82M -37,548 Closed
TI
1021
tru Independence
Oregon
-$3.07M -34,683 Closed
NR
1022
Newfound Research
Massachusetts
-$3.35M -32,846 Closed
EVM
1023
Eaton Vance Management
Massachusetts
-$3.31M -32,450 Closed
ATI
1024
Act Two Investors
California
-$3.08M -30,251 Closed
SWM
1025
Strategic Wealth Management
Washington
-$2.9M -28,513 Closed

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.