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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
AC
1076
Avestar Capital
New York
-$271K -2,667 Closed
OPCM
1077
Osborne Partners Capital Management
California
-$259K -2,543 Closed
UFF
1078
USA Financial Formulas
Michigan
-$257K -2,523 Closed
WCF
1079
West Coast Financial
California
-$251K -2,460 Closed
RPWA
1080
Regent Peak Wealth Advisors
Georgia
-$250K -2,458 Closed
UR
1081
USCA RIA
Texas
-$244K -2,398 Closed
BSB
1082
Bangor Savings Bank
Maine
-$243K -2,384 Closed
VCM
1083
Vivaldi Capital Management
Illinois
-$240K -2,351 Closed
BJL
1084
Brighton Jones LLC
Washington
-$236K -2,320 Closed
MWM
1085
Mattern Wealth Management
Kansas
-$234K -2,298 Closed
PPW
1086
Parcion Private Wealth
Washington
-$233K -2,285 Closed
OMC
1087
Overbrook Management Corp
New York
-$226K -2,222 Closed
AIM
1088
Aspen Investment Management
Michigan
-$225K -2,210 Closed
PJSIMP
1089
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$222K -2,183 Closed
LSA
1090
L & S Advisors
California
-$218K -2,142 Closed
LIA
1091
LBMC Investment Advisors
Tennessee
-$215K -2,111 Closed
PFM
1092
Parsec Financial Management
North Carolina
-$214K -2,104 Closed
FAB
1093
First American Bank
Illinois
-$213K -2,088 Closed
PCM
1094
Poehling Capital Management
Wisconsin
-$212K -2,081 Closed
SP
1095
Successful Portfolios
Florida
-$212K -2,077 Closed
NIA
1096
Northstar Investment Advisors
Colorado
-$211K -2,070 Closed
MCM
1097
MAI Capital Management
Ohio
-$210K -2,061 Closed
FHB
1098
First Hawaiian Bank
Hawaii
-$208K -2,050 Closed
JFG
1099
JMG Financial Group
Illinois
-$207K -2,030 Closed
HVIA
1100
Hudson Valley Investment Advisors
New York
-$206K -2,025 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.