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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
11A
451
10-15 Associates
New York
$1.46M +$22.2K +225 +2%
IWC
452
Integrated Wealth Concepts
Massachusetts
$1.45M +$698K +7,074 +96%
AF
453
Alerus Financial
North Dakota
$1.43M -$6.87M -69,558 -83%
SAM
454
Secure Asset Management
Michigan
$1.41M +$1.39M +14,070 New
PWSG
455
Pacific Wealth Strategies Group
California
$1.41M
AWCI
456
Alpine Woods Capital Investors
New York
$1.4M
VF
457
Virtu Financial
New York
$1.39M +$1.37M +13,874 New
PP
458
Paloma Partners
Connecticut
$1.38M +$699K +7,084 +106%
AF
459
Arrow Financial
New York
$1.36M -$6.32K -64 -0.5%
BO
460
BRR OpCo
Ohio
$1.34M -$136K -1,380 -9%
LNC
461
Lincoln National Corp
Pennsylvania
$1.34M +$241K +2,440 +22%
CRWM
462
Castle Rock Wealth Management
California
$1.34M -$5.03K -51 -0.4%
TC
463
TownSquare Capital
Utah
$1.32M +$931K +9,436 +260%
BCM
464
Bayesian Capital Management
New York
$1.31M +$839K +8,500 +185%
BA
465
Birinyi Associates
Connecticut
$1.3M -$444K -4,500 -26%
BWM
466
BigSur Wealth Management
Florida
$1.29M
BAM
467
Belpointe Asset Management
Nevada
$1.29M +$168K +1,698 +15%
MAFM
468
Mid Atlantic Financial Management
Pennsylvania
$1.28M +$173K +1,754 +16%
Chevy Chase Trust
469
Chevy Chase Trust
Maryland
$1.27M +$24.5K +248 +2%
GRP
470
Global Retirement Partners
California
$1.27M -$539K -5,457 -30%
FIM
471
Fernwood Investment Management
Massachusetts
$1.25M +$53.8K +545 +5%
BHWM
472
Bay Harbor Wealth Management
Maryland
$1.25M -$140K -1,414 -10%
BCP
473
Berkeley Capital Partners
Georgia
$1.24M -$258K -2,616 -17%
AWA
474
ARS Wealth Advisors
Florida
$1.24M -$135K -1,369 -10%
KWM
475
Kingsview Wealth Management
Oregon
$1.24M +$1.07M +10,845 +711%

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.