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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
FCI
276
Financial Counselors Inc
Kansas
$3.66M +$18.2K +184 +0.5%
TCA
277
Transcend Capital Advisors
New Jersey
$3.58M -$419K -4,247 -11%
SIMM
278
Stillwater Investment Management (Minnesota)
Minnesota
$3.56M +$61K +618 +2%
SCP
279
Silverleafe Capital Partners
Tennessee
$3.52M +$188K +1,909 +6%
EH
280
Equitable Holdings
New York
$3.47M +$161K +1,634 +5%
TFGT
281
TS Financial Group (TSFG)
Illinois
$3.44M +$2.76M +28,003 +443%
SWM
282
Strategic Wealth Management
Washington
$3.43M +$3.38M +34,296 New
WS
283
Wela Strategies
Georgia
$3.39M +$70.9K +718 +2%
NR
284
Newfound Research
Massachusetts
$3.39M +$3.34M +33,857 New
SHA
285
Seneca House Advisors
Virginia
$3.38M +$343K +3,473 +11%
SB
286
Simmons Bank
Arkansas
$3.37M -$366K -3,707 -10%
SMG
287
Spectrum Management Group
Indiana
$3.34M +$3.29M +33,335 New
MBTD
288
Mechanics Bank - Trust Department
California
$3.29M -$96.1K -974 -3%
SWM
289
Segment Wealth Management
Texas
$3.26M +$98.2K +995 +3%
WPW
290
Waldron Private Wealth
Pennsylvania
$3.25M
PWM
291
Peterson Wealth Management
Nevada
$3.22M +$803K +8,133 +34%
KeyBank National Association
292
KeyBank National Association
Ohio
$3.22M +$65K +659 +2%
NCM
293
Nelson Capital Management
California
$3.19M -$703K -7,118 -18%
RHP
294
Royal Harbor Partners
Texas
$3.19M -$807K -8,176 -20%
PFS
295
Prospera Financial Services
Texas
$3.18M +$2.36M +23,879 +303%
RA
296
RFG Advisory
Alabama
$3.17M +$3.13M +31,674 New
EC
297
Estate Counselors
Wisconsin
$3.16M -$3.82M -38,700 -55%
TFA
298
Toth Financial Advisory
Virginia
$3.15M +$740K +7,500 +31%
EWM
299
Evercore Wealth Management
New York
$3.14M +$1.89M +19,100 +156%
TW
300
TrinityPoint Wealth
Connecticut
$3.12M -$483K -4,894 -14%

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.