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
BFIC
126
Bedell Frazier Investment Counselling
California
$9.05M -$371K -3,820 -4%
AIA
127
Arrow Investment Advisors
Maryland
$9.04M +$9.92M +102,095 New
1IA
128
1834 Investment Advisors
Wisconsin
$8.99M +$74.5K +767 +0.8%
BHB
129
Bank Hapoalim BM
Israel
$8.96M +$833K +8,574 +9%
PFO
130
Pathstone Family Office
New Jersey
$8.48M +$18.4K +189 +0.2%
HIP
131
Harrell Investment Partners
Texas
$8.47M +$1.07M +10,992 +13%
VAS
132
Vestmark Advisory Solutions
Massachusetts
$8.22M +$6.07M +62,436 +206%
TRCT
133
Tower Research Capital (TRC)
New York
$8.19M +$8.1M +83,349 +914%
CAN
134
Cetera Advisor Networks
California
$8.17M +$5.21M +53,639 +139%
V
135
Veritable
Delaware
$8.15M -$369K -3,800 -4%
FMC
136
First Merchants Corp
Indiana
$8M +$3.96M +40,791 +82%
QIM
137
Quantitative Investment Management
Virginia
$7.97M +$8.74M +89,944 New
RSWM
138
Robertson Stephens Wealth Management
California
$7.94M +$175K +1,801 +2%
AI
139
Atria Investments
North Carolina
$7.92M -$1.94M -19,939 -18%
AIC
140
Ayalon Insurance Company
Israel
$7.89M +$1.02M +10,529 +13%
IC
141
Innealta Capital
Texas
$7.74M +$2.78M +28,661 +51%
CIA
142
Choate Investment Advisors
Massachusetts
$7.7M +$153K +1,579 +2%
HCP
143
Holt Capital Partners
Texas
$7.49M +$580K +5,970 +8%
Capital Fund Management (CFM)
144
Capital Fund Management (CFM)
France
$7.45M +$8.17M +84,116 New
AF
145
Alerus Financial
North Dakota
$7.42M +$1.22M +12,511 +18%
UAS
146
United Asset Strategies
New York
$7.35M -$908K -9,347 -10%
PF
147
Phoenix Financial
Israel
$7.32M +$8.22M +84,560 New
FMT
148
First Mercantile Trust
Tennessee
$7.22M +$7.92M +81,524 New
KWM
149
Keebeck Wealth Management
Illinois
$7.17M -$378K -3,888 -5%
UOC
150
UBS O'Connor
Illinois
$7.09M +$7.77M +80,000 New

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.