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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
MBT
426
Montecito Bank & Trust
California
$1.7M +$156K +1,585 +10%
FFN
427
Focus Financial Network
Minnesota
$1.69M +$1.12M +11,314 +203%
PAMU
428
Pictet Asset Management (UK)
United Kingdom
$1.67M
UBG
429
United Bank (Georgia)
Georgia
$1.65M +$194K +1,968 +14%
GIM
430
Grassi Investment Management
California
$1.64M +$1.61M +16,360 New
FEM
431
Fulcrum Equity Management
Texas
$1.64M +$1.21M +12,295 +304%
MAM
432
Meeder Asset Management
Ohio
$1.63M +$747K +7,570 +87%
PF
433
Phoenix Financial
Israel
$1.62M -$6.67M -67,541 -80%
MWPCG
434
Measured Wealth Private Client Group
New Hampshire
$1.61M -$114K -1,156 -7%
KC
435
Kepos Capital
New York
$1.61M +$517K +5,234 +48%
TI
436
Trexquant Investment
Connecticut
$1.59M -$1.87M -18,929 -54%
AWM
437
Avitas Wealth Management
California
$1.59M +$22.3K +226 +1%
JCM
438
Jag Capital Management
Missouri
$1.59M
ACM
439
Allred Capital Management
Texas
$1.57M +$269K +2,721 +21%
MIC
440
Meridian Investment Counsel
California
$1.56M +$1.48K +15 +0.1%
CRCM
441
Corbett Road Capital Management
Virginia
$1.56M -$535K -5,419 -26%
LWM
442
Lyell Wealth Management
California
$1.55M +$987 +10 +0.1%
RCS
443
Retirement Capital Strategies
California
$1.54M -$5.21M -52,786 -77%
LWM
444
Loveless Wealth Management
Montana
$1.54M +$85.3K +864 +6%
NCM
445
Noesis Capital Mangement
Florida
$1.54M +$17.3K +175 +1%
PAI
446
Pittenger & Anderson Inc
Nebraska
$1.53M -$9.87K -100 -0.6%
SAS
447
Stelac Advisory Services
New York
$1.53M +$474K +4,805 +46%
WB
448
WesBanco Bank
West Virginia
$1.5M -$1.28M -13,000 -46%
DBRC
449
D.B. Root & Company
Pennsylvania
$1.48M +$876K +8,871 +150%
WWM
450
WT Wealth Management
Arizona
$1.48M +$231K +2,343 +19%

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.