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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
RWMH
176
Riverpoint Wealth Management Holdings
Illinois
$5.52M +$565K +5,814 +10%
OQC
177
Optimum Quantvest Corp
Connecticut
$5.47M -$87.8K -904 -1%
FFG
178
Frisch Financial Group
New York
$5.44M -$4.66K -48 -0.1%
CI
179
CX Institutional
Indiana
$5.41M +$5.93M +61,074 New
COF
180
Capital One Financial
Virginia
$5.37M +$5.88M +60,574 New
WP
181
WealthPLAN Partners
Nebraska
$5.33M +$5.2M +53,558 New
Bank of New York Mellon
182
Bank of New York Mellon
New York
$5.32M -$189K -1,942 -3%
CBT
183
Central Bank & Trust
Kentucky
$5.29M -$89.5K -921 -2%
DRS
184
Deane Retirement Strategies
Louisiana
$5.27M +$38.3K +394 +0.7%
BAAM
185
Baker Avenue Asset Management
California
$5.21M -$3.28M -33,753 -36%
SAS
186
Sage Advisory Services
Texas
$5.21M +$5.71M +58,792 New
CWM
187
CMH Wealth Management
New Hampshire
$5.2M -$952K -9,803 -14%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$5.15M
SI
189
Stephens Inc
Arkansas
$5.06M +$29.5K +304 +0.5%
Creative Planning
190
Creative Planning
Kansas
$5.05M -$253K -2,608 -4%
SPIA
191
Steward Partners Investment Advisory
New York
$5.05M -$30.3K -312 -0.5%
PPFA
192
Provida Pension Fund Administrator
Chile
$5.01M
HCMNY
193
Howard Capital Management (New York)
New York
$5M -$85.7K -882 -2%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$4.95M -$65.2K -671 -1%
ACM
195
Anfield Capital Management
California
$4.93M +$577K +5,937 +12%
RAM
196
Riggs Asset Management
Pennsylvania
$4.91M -$95K -978 -2%
BAM
197
Brave Asset Management
New Jersey
$4.87M -$31.6K -325 -0.6%
AWM
198
Atticus Wealth Management
Florida
$4.77M +$236K +2,428 +5%
William Blair & Company
199
William Blair & Company
Illinois
$4.74M +$444K +4,574 +9%
OC
200
Oppenheimer & Co
New York
$4.73M +$989K +10,176 +24%

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.