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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
CT
1051
Cambridge Trust
Massachusetts
-$513K -5,039 Closed
FVWA
1052
Foster Victor Wealth Advisors
South Carolina
-$491K -4,802 Closed
RIA
1053
Regal Investment Advisors
Michigan
-$470K -4,613 Closed
OCM
1054
Orleans Capital Management
Louisiana
-$453K -4,450 Closed
AWA
1055
Arete Wealth Advisors
Illinois
-$439K -4,312 Closed
PFG
1056
PAX Financial Group
Texas
-$432K -4,172 Closed
CRC
1057
Curi RMB Capital
Illinois
-$397K -3,899 Closed
CP
1058
Camelot Portfolios
Ohio
-$394K -3,865 Closed
EA
1059
Emerald Advisors
Washington
-$391K -3,841 Closed
Walleye Trading
1060
Walleye Trading
New York
-$368K -3,784 Closed
BFG
1061
Bouchey Financial Group
New York
-$382K -3,750 Closed
VCM
1062
Virtue Capital Management
Tennessee
-$363K -3,568 Closed
VA
1063
Valmark Advisers
Ohio
-$359K -3,521 Closed
IP
1064
Investment Partners
Ohio
-$358K -3,516 Closed
WTB
1065
Washington Trust Bank
Washington
-$346K -3,398 Closed
PWMAG
1066
Pinnacle Wealth Management Advisory Group
New Jersey
-$342K -3,357 Closed
PWM
1067
Paulson Wealth Management
Illinois
-$334K -3,193 Closed
BUB
1068
BBVA USA Bancshares
Texas
-$311K -3,050 Closed
PI
1069
PEAK6 Investments
Illinois
-$305K -2,991 Closed
IAN
1070
Integrated Advisors Network
Texas
-$304K -2,985 Closed
VWA
1071
Visionary Wealth Advisors
Illinois
-$303K -2,979 Closed
AGA
1072
Arkos Global Advisors
Texas
-$304K -2,965 Closed
RBCM
1073
Raub Brock Capital Management
California
-$301K -2,951 Closed
NS
1074
NewDay Solutions
New Hampshire
-$296K -2,905 Closed
QWM
1075
QP Wealth Management
New Jersey
-$281K -2,775 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.