We are live on ! Find out more
XLV icon

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
WA
376
WESPAC Advisors
California
$2.1M +$2.07M +20,982 New
SHWM
377
Smith & Howard Wealth Management
Georgia
$2.1M -$173K -1,755 -8%
FFG
378
Fortem Financial Group
California
$2.09M +$2.06M +20,911 New
HAS
379
HBW Advisory Services
California
$2.08M +$94.4K +956 +5%
ABC
380
Associated Banc-Corp
Wisconsin
$2.08M +$168K +1,707 +9%
MFS
381
Madrona Financial Services
Washington
$2.07M +$76.6K +776 +4%
OR
382
Olympiad Research
Connecticut
$2.07M +$469K +4,749 +30%
FNBOH
383
First National Bank of Hutchinson
Kansas
$2.05M -$302K -3,062 -13%
MSAGDF
384
Moneda SA Administradora General de Fondos
Chile
$2.05M
MNBTD
385
Moody National Bank Trust Division
Texas
$2.04M
CWM
386
Chesapeake Wealth Management
Virginia
$2.02M -$104K -1,054 -5%
IA
387
IFG Advisory
Georgia
$2.01M -$487K -4,938 -20%
W
388
WealthOne
New York
$2.01M +$560K +5,676 +39%
ACA
389
Atlas Capital Advisors
Wyoming
$1.99M +$309K +3,135 +19%
BFA
390
Beaumont Financial Advisors
Massachusetts
$1.95M +$1.36M +13,747 +240%
DWM
391
Dakota Wealth Management
Florida
$1.94M +$201K +2,041 +12%
CAS
392
Cascadia Advisory Services
Oregon
$1.94M +$1.91M +19,350 New
C
393
Certuity
Florida
$1.92M -$119K -1,205 -6%
WAS
394
Wealth Advisory Solutions
Indiana
$1.91M -$21.1K -214 -1%
IFA
395
Interactive Financial Advisors
Illinois
$1.91M +$110K +1,115 +6%
ATPW
396
Ashton Thomas Private Wealth
Arizona
$1.9M +$1.58M +16,035 +548%
NWP
397
Northstar Wealth Partners
Connecticut
$1.88M +$3.45K +35 +0.2%
WAM
398
Wolverine Asset Management
Illinois
$1.88M +$1.86M +18,800 New
CICI
399
Capital Investment Counsel Inc
North Carolina
$1.85M -$88.8K -900 -5%
PGFC
400
Peapack-Gladstone Financial Corp
New Jersey
$1.85M -$170K -1,719 -9%

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.