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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
Macquarie Group
251
Macquarie Group
Australia
$4.44M +$4.38M +44,366 New
GT
252
Glenmede Trust
Pennsylvania
$4.4M +$51.9K +526 +1%
MIAN
253
Mariner Independent Advisor Network
Kansas
$4.4M -$2.11M -21,379 -33%
Comerica Bank
254
Comerica Bank
Texas
$4.27M +$3.28M +33,196 +486%
NA
255
NewEdge Advisors
Louisiana
$4.26M +$1.27M +12,860 +43%
CPA
256
Capital Planning Advisors
California
$4.26M +$118K +1,195 +3%
BBVA
257
Banco Bilbao Vizcaya Argentaria
Spain
$4.25M -$261K -2,645 -6%
MUAMU
258
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.2M +$2.66M +27,000 +180%
CF
259
Centaurus Financial
California
$4.19M +$221K +2,242 +6%
PIN
260
Prudent Investors Network
California
$4.18M -$844K -8,554 -17%
SP
261
Symmetry Partners
Connecticut
$4.18M +$2.38M +24,079 +136%
PFG
262
Pacific Financial Group
Washington
$4.16M -$16.3K -165 -0.4%
TTWM
263
TCV Trust & Wealth Management
Virginia
$4.09M +$388K +3,933 +11%
GIA
264
Granite Investment Advisors
New Hampshire
$4.07M +$14.5K +147 +0.4%
Fidelity International
265
Fidelity International
Bermuda
$4.06M -$229K -2,324 -5%
HH
266
Hilltop Holdings
Texas
$4.02M +$2.57M +25,999 +183%
KJHP
267
K.J. Harrison & Partners
Ontario, Canada
$4M +$3.95M +40,000 New
GVAG
268
Great Valley Advisor Group
Delaware
$4M +$125K +1,264 +3%
LFPWM
269
Leicht Financial Planning & Wealth Management
New Jersey
$3.96M +$3.88M +39,347 New
BOPW
270
Brandywine Oak Private Wealth
Pennsylvania
$3.92M +$389K +3,944 +11%
SAM
271
Stringer Asset Management
Tennessee
$3.85M +$3.8M +38,457 New
RWA
272
Redhawk Wealth Advisors
Minnesota
$3.84M -$1.45M -14,701 -28%
PP
273
Patten & Patten
Tennessee
$3.81M -$21.5K -218 -0.6%
PCM
274
Pinz Capital Management
New York
$3.78M +$3.73M +37,745 New
ST
275
Sabal Trust
Florida
$3.72M -$387K -3,923 -10%

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.