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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
NSLI
151
Nan Shan Life Insurance
Taiwan
$6.91M +$7.58M +78,000 New
Toronto Dominion Bank
152
Toronto Dominion Bank
Ontario, Canada
$6.79M +$7.45M +76,709 New
AWM
153
Altus Wealth Management
Kentucky
$6.75M +$139K +1,431 +2%
AWM
154
AE Wealth Management
Kansas
$6.74M -$1.22M -12,516 -14%
CIC
155
Carnegie Investment Counsel
Ohio
$6.43M -$2.57M -26,469 -27%
WA
156
Wealth Advisors
California
$6.24M +$4.81M +49,470 +360%
EC
157
Estate Counselors
Wisconsin
$6.22M +$87.4K +900 +1%
SS
158
Simplicity Solutions
Minnesota
$6.2M -$1.19M -12,250 -15%
TF
159
Trek Financial
Arizona
$6.13M -$1.49M -15,310 -18%
BFEC
160
Benjamin F. Edwards & Company
Missouri
$6.06M -$3.57M -36,752 -35%
RCS
161
Retirement Capital Strategies
California
$6.04M +$6.63M +68,218 New
JIR
162
James Investment Research
Ohio
$5.94M +$164K +1,689 +3%
SCA
163
Stillwater Capital Advisors
Pennsylvania
$5.94M +$251K +2,586 +4%
CC
164
Callan Capital
California
$5.83M -$437K -4,498 -6%
WCP
165
Welch Capital Partners
New York
$5.82M
MCM
166
Manchester Capital Management
Vermont
$5.81M +$486 +5 +0%
ASN
167
Advisory Services Network
Georgia
$5.8M +$3.48M +35,814 +121%
MC
168
Martin & Co
Tennessee
$5.79M +$8.55K +88 +0.1%
SC
169
Scotia Capital
Ontario, Canada
$5.78M -$624K -6,426 -9%
VDFA
170
Vickerman & Driscoll Financial Advisors
Washington
$5.78M -$4.31M -44,389 -41%
IA
171
IndexIQ Advisors
New York
$5.74M -$2.45M -25,229 -28%
APC
172
Aspire Private Capital
North Carolina
$5.7M +$52.3K +538 +0.8%
SW
173
SkyOak Wealth
Michigan
$5.64M +$5.73M +59,013 +1,270%
TSS
174
Two Sigma Securities
New York
$5.64M +$3.54M +36,468 +134%
MIAN
175
Mariner Independent Advisor Network
Kansas
$5.61M +$170K +1,745 +3%

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.