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State Street Health Care Select Sector SPDR ETF

1,015 hedge funds and large institutions have $14.8B invested in State Street Health Care Select Sector SPDR ETF in 2019 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 336 increasing their positions, 300 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 55

25% more funds holding in top 10

Funds holding in top 10: 6581 (+16)

21% more funds holding

Funds holding: 8401,015 (+175)

17% more capital invested

Capital invested by funds: $12.7B → $14.8B (+$2.11B)

12% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 300

1.8% less ownership

Funds ownership: 75.57%73.77% (-1.8%)

63% less call options, than puts

Call options by funds: $773M | Put options by funds: $2.09B

Holders
1,015
Holders Change
+175
Holders Change %
+20.83%
% of All Funds
20%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.6%
New
239
Increased
336
Reduced
300
Closed
55
Calls
$773M
Puts
$2.09B
Net Calls
-$1.31B
Net Calls Change
-$431M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
151
Ayalon Insurance Company
Israel
$8.36M +$201K +2,090 +3%
MUAMU
152
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$8.13M +$7.67M +79,800 New
HCP
153
Holt Capital Partners
Texas
$8.01M +$774K +8,052 +11%
MM
154
Main Management
California
$7.88M -$149K -1,545 -2%
TFA
155
Toth Financial Advisory
Virginia
$7.74M +$288 +3 +0%
AWM
156
Altus Wealth Management
Kentucky
$7.61M +$7.18M +74,716 New
SC
157
Scotia Capital
Ontario, Canada
$7.3M +$185K +1,919 +3%
AF
158
Alerus Financial
North Dakota
$7.26M +$332K +3,451 +5%
CC
159
Callan Capital
California
$7.17M -$733K -7,622 -10%
EC
160
Estate Counselors
Wisconsin
$7.06M +$76.9K +800 +1%
SG
161
Swarthmore Group
Pennsylvania
$7.06M -$284K -2,950 -4%
CWM
162
CMH Wealth Management
New Hampshire
$6.98M +$35.6K +370 +0.5%
WCP
163
Welch Capital Partners
New York
$6.69M -$126K -1,310 -2%
MCM
164
Manchester Capital Management
Vermont
$6.68M
JIR
165
James Investment Research
Ohio
$6.65M +$72.9K +758 +1%
MC
166
Martin & Co
Tennessee
$6.65M -$305K -3,175 -5%
SCA
167
Stillwater Capital Advisors
Pennsylvania
$6.56M +$638K +6,635 +11%
WA
168
WBH Advisory
Maryland
$6.51M +$135K +1,406 +2%
APC
169
Aspire Private Capital
North Carolina
$6.49M +$6.13M +63,740 +579,455%
MIAN
170
Mariner Independent Advisor Network
Kansas
$6.44M -$67.8K -705 -1%
OQC
171
Optimum Quantvest Corp
Connecticut
$6.38M -$26.9M -279,708 -82%
PWAC
172
Private Wealth Advisors (California)
California
$6.33M +$1.49M +15,525 +33%
Bank of New York Mellon
173
Bank of New York Mellon
New York
$6.31M -$138K -1,440 -2%
FFG
174
Frisch Financial Group
New York
$6.26M +$712K +7,406 +14%
CBT
175
Central Bank & Trust
Kentucky
$6.18M +$720K +7,486 +14%

XLV Hedge Fund Activity: Q4 2019 in Review

1,015 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q4 2019, worth a combined $14.8B — up 17% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 239 funds opened new XLV positions and 55 closed out — a net gain of 184 holders — while 336 added to existing stakes and 300 trimmed.

The largest buyer was Bessemer Group, opening a new position worth an estimated $197M. The largest seller was JP Morgan Chase, cutting an estimated $271M.

  • 1,015 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q4 2019, up from 840 in Q3 2019.
  • Funds reported $14.8B of State Street Health Care Select Sector SPDR ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 239 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q4 2019 and 55 closed out, a net change of +184 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q4 2019 was Bessemer Group, an estimated $197M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q4 2019 was JP Morgan Chase, an estimated $271M sold.

Based on aggregated 13F filings for Q4 2019.