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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
AA
101
ALPS Advisors
Colorado
$12.5M -$708K -7,283 -5%
MML Investors Services
102
MML Investors Services
Massachusetts
$11.9M +$618K +6,361 +5%
Lido Advisors
103
Lido Advisors
California
$11.6M +$11.2M +115,164 +721%
HCIA
104
Hochman Cole Investment Advisors
Illinois
$11.3M -$65.3K -672 -0.5%
Simplex Trading
105
Simplex Trading
Illinois
$11.2M +$12.3M +126,647 +63,324%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$11.2M +$2.22M +22,866 +22%
PWAG
107
Polaris Wealth Advisory Group
California
$11M -$1.14M -11,750 -9%
QFA
108
Quattro Financial Advisors
Texas
$10.9M +$14.6M +150,299 +1,327%
CIBC World Market
109
CIBC World Market
Ontario, Canada
$10.8M -$25.4M -261,771 -68%
CB
110
Commerce Bank
Missouri
$10.8M +$773K +7,955 +7%
SL
111
Salomon & Ludwin
Virginia
$10.7M -$156K -1,601 -1%
GL
112
Graypoint LLC
New York
$10.5M +$11.5M +118,107 New
IUHSA
113
Itau Unibanco Holding S.A.
Brazil
$10.3M +$11.2M +114,784 +5,652%
RCP
114
Rothschild Capital Partners
New York
$10.2M -$4.54M -46,727 -29%
O
115
OrbiMed
New York
$10M
CM
116
Castleark Management
Illinois
$9.96M +$10.9M +112,400 New
BWFA
117
Baltimore-Washington Financial Advisors
Maryland
$9.94M +$606K +6,241 +6%
SOMRS
118
State of Michigan Retirement System
Michigan
$9.92M -$1.22M -12,600 -10%
CG
119
Colony Group
Massachusetts
$9.71M -$573K -5,903 -5%
QA
120
Quantitative Advantage
Minnesota
$9.6M +$2.34M +24,039 +29%
AA
121
Advisory Alpha
Michigan
$9.58M +$8.98M +92,431 +2,133%
VR
122
Viridian RIA
Washington
$9.57M -$174K -1,790 -2%
CWM
123
Chicago Wealth Management
Illinois
$9.47M -$101K -1,040 -1%
JT
124
Jump Trading
Illinois
$9.37M +$8M +82,389 +353%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$9.29M -$454K -4,677 -4%

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.