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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
Lazard Asset Management
201
Lazard Asset Management
New York
$5.69M +$3.05K +29 +0.1%
SPC
202
Sigma Planning Corp
Michigan
$5.67M -$56.2K -534 -1%
Bank of New York Mellon
203
Bank of New York Mellon
New York
$5.65M -$186K -1,770 -3%
SI
204
Stephens Inc
Arkansas
$5.63M +$107K +1,021 +2%
ASN
205
Advisory Services Network
Georgia
$5.62M -$65.9K -626 -1%
SP
206
Symmetry Partners
Connecticut
$5.59M +$1.19M +11,261 +27%
Fidelity Investments
207
Fidelity Investments
Massachusetts
$5.58M +$31.3K +297 +0.6%
PCIA
208
Prime Capital Investment Advisors
Kansas
$5.56M +$74.9K +712 +1%
TW
209
Transform Wealth
Colorado
$5.41M -$1.44M -13,641 -21%
PCA
210
Personal Capital Advisors
California
$5.39M +$4.76M +45,228 +776%
GM
211
GeoWealth Management
Illinois
$5.35M +$2.09M +19,891 +65%
HWA
212
Heartwood Wealth Advisors
Virginia
$5.33M -$18.7K -178 -0.4%
CWM
213
Chicago Wealth Management
Illinois
$5.32M +$198K +1,884 +4%
LFPWM
214
Leicht Financial Planning & Wealth Management
New Jersey
$5.3M +$1.15M +10,906 +28%
AIP
215
ARS Investment Partners
New York
$5.27M +$5.26M +49,988 New
FWM
216
Focused Wealth Management
New York
$5.26M +$259K +2,456 +5%
COF
217
Capital One Financial
Virginia
$5.19M -$629K -5,972 -11%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$5.15M
APA
219
American Portfolios Advisors
New York
$5.12M +$223K +2,122 +5%
TCM
220
Tradewinds Capital Management
Washington
$5.09M -$10.5M -99,861 -67%
OC
221
Oppenheimer & Co
New York
$5.07M -$542K -5,145 -10%
EFSCE
222
Enterprise Financial Services Corp (EFSC)
Missouri
$5.01M +$223K +2,116 +5%
CCT
223
Chemung Canal Trust
New York
$4.95M +$188K +1,782 +4%
IWM
224
IHT Wealth Management
Illinois
$4.9M -$1.02M -9,681 -17%
TFA
225
Toth Financial Advisory
Virginia
$4.87M +$1.54M +14,666 +47%

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.