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
Principal Financial Group
1101
Principal Financial Group
Iowa
-$204K -2,000 Closed
PIMG
1102
Patriot Investment Management Group
Tennessee
-$203K -1,995 Closed
CS
1103
Comerica Securities
Michigan
-$204K -1,986 Closed
HL
1104
HeadInvest LLC
Maine
-$202K -1,983 Closed
ECG
1105
Edge Capital Group
Georgia
-$200K -1,964 Closed
BCA
1106
Bay Colony Advisors
Massachusetts
-$200K -1,912 Closed
PAIM
1107
Punch & Associates Investment Management
Minnesota
-$182K -1,790 Closed
BCA
1108
Berman Capital Advisors
Georgia
-$179K -1,766 Closed
TFO
1109
Tarbox Family Office
California
-$161K -1,583 Closed
AP
1110
Americana Partners
Texas
-$161K -1,572 Closed
PA
1111
PSI Advisors
Florida
-$130K -1,278 Closed
SIC
1112
Samalin Investment Counsel
New York
-$109K -1,076 Closed
SFA
1113
Stewardship Financial Advisors
Georgia
-$69K -680 Closed
HCA
1114
Horan Capital Advisors
Ohio
-$53K -523 Closed
BSG
1115
Black Swift Group
Colorado
-$51K -500 Closed
WPA
1116
West Paces Advisors
Georgia
-$28.7K -282 Closed
JHCP
1117
Jackson Hole Capital Partners
Oklahoma
-$29K -281 Closed
FGAM
1118
Financial Gravity Asset Management
Texas
-$104K -271 Closed
KTM
1119
Keeler Thomas Management
Utah
-$217K -261 Closed
APWM
1120
Atlas Private Wealth Management
New York
-$22K -213 Closed
BRC
1121
Bell Rock Capital
Delaware
-$21K -208 Closed
TCM
1122
Tradewinds Capital Management
Washington
-$20K -200 Closed
CFD
1123
Creative Financial Designs
Indiana
-$18K -176 Closed
CHAM
1124
Clear Harbor Asset Management
Connecticut
-$15.3K -150 Closed
HWM
1125
Howard Wealth Management
Connecticut
-$15K -148 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.