We are live on ! Find out more
XLV icon

State Street Health Care Select Sector SPDR ETF

1,053 hedge funds and large institutions have $18.5B invested in State Street Health Care Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 401 increasing their positions, 393 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 77

5% more capital invested

Capital invested by funds: $17.6B → $18.5B (+$957M)

2.87% more ownership

Funds ownership: 76.26%79.12% (+2.9%)

2% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 393

0% more funds holding

Funds holding: 1,0501,053 (+3)

19% less funds holding in top 10

Funds holding in top 10: 11089 (-21)

23% less call options, than puts

Call options by funds: $1.5B | Put options by funds: $1.95B

Holders
1,053
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
21.25%
Holding in Top 10
89
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-19.09%
% of All Funds
1.8%
New
93
Increased
401
Reduced
393
Closed
77
Calls
$1.5B
Puts
$1.95B
Net Calls
-$455M
Net Calls Change
+$473M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
101
Marshall Wace
United Kingdom
$15.4M +$12.1M +114,945 +369%
Lido Advisors
102
Lido Advisors
California
$15.4M -$3.14M -29,845 -17%
MLM
103
Mount Lucas Management
Pennsylvania
$15.1M -$2.51M -23,863 -14%
OPS
104
Orion Portfolio Solutions
Nebraska
$14.9M -$853K -8,100 -5%
AS
105
Altshuler Shaham
Israel
$14.8M +$14M +133,455 +1,910%
BMM
106
Berkshire Money Management
Massachusetts
$14.6M -$700K -6,649 -5%
AWE
107
Avidian Wealth Enterprises
Texas
$14.6M -$484K -4,596 -3%
HIM
108
Hanlon Investment Management
New Jersey
$14.5M +$131K +1,244 +0.9%
PI
109
Putnam Investments
Massachusetts
$14.2M -$1.07M -10,147 -7%
BWFA
110
Baltimore-Washington Financial Advisors
Maryland
$13.8M +$1.31M +12,471 +11%
AA
111
ALPS Advisors
Colorado
$13.8M -$249K -2,366 -2%
HF
112
HRT Financial
New York
$13.7M +$13.7M +129,694 New
EWA
113
Evolution Wealth Advisors
Florida
$13.6M -$1.71M -16,226 -11%
AWM
114
AE Wealth Management
Kansas
$13.3M +$616K +5,850 +5%
HCIA
115
Hochman Cole Investment Advisors
Illinois
$13.3M +$90.2K +857 +0.7%
SOMRS
116
State of Michigan Retirement System
Michigan
$13.2M -$1.83M -17,400 -12%
SS
117
Simplicity Solutions
Minnesota
$13M -$451K -4,282 -3%
CB
118
Commerce Bank
Missouri
$12.8M +$61.2K +581 +0.5%
GL
119
Graypoint LLC
New York
$12.4M +$153K +1,452 +1%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$12.3M -$1.04M -9,835 -8%
QFA
121
Quattro Financial Advisors
Texas
$12.2M -$2.19M -20,795 -15%
RWM
122
Rezny Wealth Management
Florida
$12.2M +$319K +3,029 +3%
VR
123
Viridian RIA
Washington
$12M -$83.7K -795 -0.7%
JG
124
Jefferies Group
New York
$11.8M +$5.94M +56,409 +101%
SL
125
Salomon & Ludwin
Virginia
$11.7M -$821K -7,797 -7%

XLV Hedge Fund Activity: Q3 2020 in Review

1,053 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2020, worth a combined $18.5B — up 5.4% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new XLV positions and 77 closed out — a net gain of 16 holders — while 401 added to existing stakes and 393 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $301M. The largest seller was Ontario Teachers' Pension Plan Board, cutting an estimated $222M.

  • 1,053 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2020, up from 1,050 in Q2 2020.
  • Funds reported $18.5B of State Street Health Care Select Sector SPDR ETF stock for Q3 2020, up 5.4% quarter-over-quarter.
  • 93 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2020 and 77 closed out, a net change of +16 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2020 was BNP Paribas Financial Markets, an estimated $301M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2020 was Ontario Teachers' Pension Plan Board, an estimated $222M sold.

Based on aggregated 13F filings for Q3 2020.