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State Street Health Care Select Sector SPDR ETF

1,167 hedge funds and large institutions have $20.1B invested in State Street Health Care Select Sector SPDR ETF in 2020 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 413 increasing their positions, 395 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 70

11% more funds holding

Funds holding: 1,0531,167 (+114)

8% more capital invested

Capital invested by funds: $18.5B → $20.1B (+$1.52B)

5% more repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 395

0.91% less ownership

Funds ownership: 79.12%78.22% (-0.91%)

17% less funds holding in top 10

Funds holding in top 10: 8974 (-15)

41% less call options, than puts

Call options by funds: $1.19B | Put options by funds: $2.01B

Holders
1,167
Holders Change
+114
Holders Change %
+10.83%
% of All Funds
20.65%
Holding in Top 10
74
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.85%
% of All Funds
1.31%
New
204
Increased
413
Reduced
395
Closed
70
Calls
$1.19B
Puts
$2.01B
Net Calls
-$826M
Net Calls Change
-$371M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1001
Ropes Wealth Advisors
Massachusetts
$134K +$69.9K +640 +119%
FNBOSM
1002
First National Bank of South Miami
Florida
$133K -$655 -6 -0.5%
BFG
1003
Baron Financial Group
New Jersey
$131K -$17.5K -160 -12%
APWA
1004
Atlas Private Wealth Advisors
New Jersey
$128K +$764 +7 +0.6%
WB
1005
Webster Bank
Connecticut
$127K
AFG
1006
Albion Financial Group
Utah
$126K +$121K +1,111 New
CAAS
1007
Capital Asset Advisory Services
Michigan
$124K -$3.06K -28 -2%
FCA
1008
FinTrust Capital Advisors
South Carolina
$123K -$5.46K -50 -4%
SNT
1009
Security National Trust
West Virginia
$120K
EA
1010
Elm Advisors
California
$119K +$115K +1,050 New
BBHC
1011
Brown Brothers Harriman & Co
New York
$118K -$362K -3,315 -76%
DWMG
1012
DB Wealth Management Group
California
$116K +$112K +1,026 New
QT
1013
Quantbot Technologies
New York
$116K +$112K +1,029 New
CAL
1014
Capital Advisors Ltd
Ohio
$115K
MPCG
1015
Matrix Private Capital Group
New York
$115K +$111K +1,016 New
MAWCM
1016
Mine & Arao Wealth Creation & Management
California
$113K
KPCM
1017
Kings Point Capital Management
New York
$111K
TVWM
1018
Tower View Wealth Management
Wisconsin
$110K +$437 +4 +0.4%
BCV
1019
Banque Cantonale Vaudoise
Switzerland
$110K +$43.7K +400 +70%
HFM
1020
Hartford Financial Management
Connecticut
$109K
SFC
1021
SYM Financial Corp
Indiana
$103K -$14K -128 -12%
Jones Financial Companies
1022
Jones Financial Companies
Missouri
$102K +$98K +898 New
GC
1023
Garde Capital
Washington
$101K +$97.7K +895 New
BFC
1024
Bedel Financial Consulting
Indiana
$100K
RFA
1025
Reilly Financial Advisors
California
$99K -$1.31K -12 -1%

XLV Hedge Fund Activity: Q4 2020 in Review

1,167 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q4 2020, worth a combined $20.1B — up 8.2% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new XLV positions and 70 closed out — a net gain of 134 holders — while 413 added to existing stakes and 395 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $517M. The largest seller was JP Morgan Chase, cutting an estimated $663M.

  • 1,167 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q4 2020, up from 1,053 in Q3 2020.
  • Funds reported $20.1B of State Street Health Care Select Sector SPDR ETF stock for Q4 2020, up 8.2% quarter-over-quarter.
  • 204 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q4 2020 and 70 closed out, a net change of +134 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q4 2020 was Goldman Sachs, an estimated $517M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q4 2020 was JP Morgan Chase, an estimated $663M sold.

Based on aggregated 13F filings for Q4 2020.