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State Street Health Care Select Sector SPDR ETF

1,050 hedge funds and large institutions have $17.6B invested in State Street Health Care Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 434 increasing their positions, 332 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 86

31% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 332

27% more capital invested

Capital invested by funds: $13.9B → $17.6B (+$3.7B)

18% more funds holding in top 10

Funds holding in top 10: 93110 (+17)

4% more funds holding

Funds holding: 1,0061,050 (+44)

1.19% more ownership

Funds ownership: 75.07%76.26% (+1.2%)

52% less call options, than puts

Call options by funds: $842M | Put options by funds: $1.77B

Holders
1,050
Holders Change
+44
Holders Change %
+4.37%
% of All Funds
21.53%
Holding in Top 10
110
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.28%
% of All Funds
2.26%
New
136
Increased
434
Reduced
332
Closed
86
Calls
$842M
Puts
$1.77B
Net Calls
-$928M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
226
Fidelity Investments
Massachusetts
$5.26M -$329K -3,334 -6%
AWM
227
Atticus Wealth Management
Florida
$5.26M -$130K -1,316 -2%
SI
228
Stephens Inc
Arkansas
$5.24M -$470K -4,767 -8%
PCIA
229
Prime Capital Investment Advisors
Kansas
$5.2M +$5.13M +51,962 New
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$5.15M
DAS
231
Dynamic Advisor Solutions
Arizona
$5.09M +$4.29M +43,499 +591%
HWA
232
Heartwood Wealth Advisors
Virginia
$5.08M -$4.93K -50 -0.1%
KHLMTHM
233
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.98M
Parallax Volatility Advisers
234
Parallax Volatility Advisers
California
$4.92M +$2.38M +24,115 +96%
CWM
235
Chicago Wealth Management
Illinois
$4.86M -$5.75M -58,300 -55%
ATI
236
Act Two Investors
California
$4.84M +$4.77M +48,332 New
SA
237
Silversage Advisors
California
$4.75M +$316K +3,203 +8%
FWM
238
Focused Wealth Management
New York
$4.75M +$4.68M +47,430 New
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.72M +$165K +1,674 +4%
LFAS
240
Level Four Advisory Services
Texas
$4.68M +$2.91M +29,440 +173%
MA
241
Mutual Advisors
Nebraska
$4.67M +$3.58M +36,238 +348%
APA
242
American Portfolios Advisors
New York
$4.64M +$64.1K +649 +1%
Renaissance Technologies
243
Renaissance Technologies
New York
$4.61M +$4.55M +46,100 New
KF
244
Krilogy Financial
Missouri
$4.57M -$167K -1,696 -4%
EFSCE
245
Enterprise Financial Services Corp (EFSC)
Missouri
$4.54M +$3.98M +40,276 +783%
CCT
246
Chemung Canal Trust
New York
$4.51M +$407K +4,127 +10%
AIP
247
Almanack Investment Partners
Pennsylvania
$4.5M +$4.44M +44,963 New
EWM
248
EPG Wealth Management
Georgia
$4.49M +$43.7K +443 +1%
OQC
249
Optimum Quantvest Corp
Connecticut
$4.47M -$1.68M -17,051 -28%
APF
250
Alaska Permanent Fund
Alaska
$4.44M -$268M -2,713,434 -98%

XLV Hedge Fund Activity: Q2 2020 in Review

1,050 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2020, worth a combined $17.6B — up 27% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XLV positions and 86 closed out — a net gain of 50 holders — while 434 added to existing stakes and 332 trimmed.

The largest buyer was Bank of America, adding an estimated $785M. The largest seller was Alaska Permanent Fund, cutting an estimated $268M.

  • 1,050 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2020, up from 1,006 in Q1 2020.
  • Funds reported $17.6B of State Street Health Care Select Sector SPDR ETF stock for Q2 2020, up 27% quarter-over-quarter.
  • 136 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2020 and 86 closed out, a net change of +50 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2020 was Bank of America, an estimated $785M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2020 was Alaska Permanent Fund, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2020.