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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
PCA
1001
Providence Capital Advisors
North Carolina
$25K +$4.32K +41 +21%
GG
1002
Gleason Group
Kentucky
$24K +$105 +1 +0.4%
BCM
1003
Bourgeon Capital Management
Connecticut
$22K
MF
1004
Manchester Financial
California
$21K -$2K -19 -9%
HCM
1005
Highlander Capital Management
New Jersey
$21K
Simplex Trading
1006
Simplex Trading
Illinois
$21K
LFG
1007
LifePlan Financial Group
Ohio
$19K
SQA
1008
Simon Quick Advisors
New Jersey
$19K +$105 +1 +0.6%
LAS
1009
Lloyd Advisory Services
Georgia
$19K +$19.2K +182 New
DAM
1010
Delta Asset Management
Tennessee
$18K
TC
1011
Truvestments Capital
Florida
$16K -$146K -1,391 -90%
HFA
1012
HC Financial Advisors
California
$16K
TSW
1013
Thompson Siegel & Walmsley
Virginia
$15K -$9.37K -89 -38%
BAMG
1014
Brand Asset Management Group
Missouri
$14K
CWM
1015
Cedar Wealth Management
California
$14K
FPFS
1016
First Personal Financial Services
North Carolina
$14K
LB
1017
Legacy Bridge
Iowa
$14K
WT
1018
Washington Trust
Rhode Island
$14K
PFGIA
1019
Patriot Financial Group Insurance Agency
Massachusetts
$13K
CCM
1020
Chiron Capital Management
Florida
$13K +$12.6K +120 New
HWM
1021
HighMark Wealth Management
Minnesota
$12K
NPP
1022
New Potomac Partners
Maryland
$12K
JWM
1023
Jeppson Wealth Management
California
$12K +$11.6K +110 New
HFS
1024
HBC Financial Services
Washington
$11K
EAM
1025
Eukles Asset Management
Ohio
$11K +$7.37K +70 +206%

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.