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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
Bank of America
1
Bank of America
North Carolina
$2.96B -$127M -1,304,552 -4%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.58B +$1.06B +10,905,426 +158%
Morgan Stanley
3
Morgan Stanley
New York
$660M -$20.5M -211,454 -3%
Wells Fargo
4
Wells Fargo
California
$408M +$7.81M +80,357 +2%
Ameriprise
5
Ameriprise
Minnesota
$342M -$112M -1,153,105 -23%
UBS Group
6
UBS Group
Switzerland
$301M +$12.8M +131,791 +4%
APF
7
Alaska Permanent Fund
Alaska
$244M +$268M +2,757,799 New
Goldman Sachs
8
Goldman Sachs
New York
$219M -$138M -1,420,530 -36%
N
9
Natixis
France
$209M -$10.6M -108,782 -4%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$204M +$32.9M +338,871 +17%
BlackRock
11
BlackRock
New York
$202M +$12.2M +125,729 +6%
LPL Financial
12
LPL Financial
California
$194M +$21.7M +222,920 +11%
SGI
13
Swan Global Investments
Colorado
$193M +$7.93M +81,673 +4%
Citigroup
14
Citigroup
New York
$190M +$14.9M +153,818 +8%
Bessemer Group
15
Bessemer Group
New Jersey
$188M +$7.02M +72,224 +4%
PVH
16
Psagot Value Holdings
Israel
$187M +$118M +1,213,474 +135%
Truist Financial
17
Truist Financial
North Carolina
$181M +$60.7M +624,984 +44%
CM
18
Churchill Management
California
$180M +$25.8M +265,229 +15%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$158M +$42.9M +441,691 +33%
RJA
20
Raymond James & Associates
Florida
$148M +$23.6M +242,947 +17%
NLI
21
Nippon Life Insurance
Japan
$148M +$51.5M +530,000 +47%
CI
22
Clal Insurance
Israel
$136M +$141M +1,454,605 +1,904%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$130M -$187M -1,929,300 -57%
MIFH
24
Migdal Insurance & Financial Holdings
Israel
$120M -$5.93M -61,000 -4%
State Street
25
State Street
Massachusetts
$115M -$3.12M -32,064 -2%

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.