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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
SCA
176
Stillwater Capital Advisors
Pennsylvania
$6.79M +$139K +1,323 +2%
Creative Planning
177
Creative Planning
Kansas
$6.77M +$538K +5,115 +9%
MC
178
Martin & Co
Tennessee
$6.73M -$102K -965 -1%
TF
179
Trek Financial
Arizona
$6.7M +$315K +2,997 +5%
RWMH
180
Riverpoint Wealth Management Holdings
Illinois
$6.7M +$41.5K +394 +0.6%
TD Asset Management
181
TD Asset Management
Ontario, Canada
$6.63M -$29.7M -281,763 -82%
CWM
182
CMH Wealth Management
New Hampshire
$6.48M +$266K +2,526 +4%
FFG
183
Frisch Financial Group
New York
$6.46M +$22.3K +212 +0.3%
CFA
184
Camarda Financial Advisors
Florida
$6.42M +$221K +2,102 +4%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$6.32M +$425K +4,035 +7%
CFGF
186
Compass Financial Group (Florida)
Florida
$6.26M +$63.8K +606 +1%
TS
187
Tamar Securities
California
$6.2M +$110K +1,048 +2%
HCMNY
188
Howard Capital Management (New York)
New York
$6.05M +$39.6K +376 +0.7%
UAS
189
United Asset Strategies
New York
$6.05M -$1.34M -12,777 -18%
AIC
190
Ayalon Insurance Company
Israel
$6.01M -$1.1M -10,451 -15%
SW
191
SVB Wealth
Massachusetts
$6.01M +$377K +3,577 +7%
CA
192
Cetera Advisors
Colorado
$5.96M +$162K +1,539 +3%
WWM
193
Western Wealth Management
Colorado
$5.9M +$314K +2,985 +6%
William Blair & Company
194
William Blair & Company
Illinois
$5.89M -$60.1K -571 -1%
JIR
195
James Investment Research
Ohio
$5.89M -$962K -9,136 -14%
CA
196
Calton & Associates
Florida
$5.88M +$110K +1,048 +2%
SPIA
197
Steward Partners Investment Advisory
New York
$5.85M -$267K -2,535 -4%
FIA
198
Foundations Investment Advisors
Arizona
$5.84M -$192K -1,827 -3%
AWM
199
Atticus Wealth Management
Florida
$5.79M +$248K +2,352 +4%
TF
200
TIAA FSB
Florida
$5.7M -$418K -3,972 -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.