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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
FHA
476
First Horizon Advisors
Tennessee
$1.23M -$7.7K -78 -0.6%
BFEC
477
Benjamin F. Edwards & Company
Missouri
$1.22M -$5.54M -56,164 -82%
PIA
478
Perennial Investment Advisors
California
$1.22M +$183K +1,857 +18%
DLHL
479
Donald L. Hagan LLC
Florida
$1.22M +$109K +1,108 +10%
DI
480
Diligent Investors
California
$1.21M +$56.8K +575 +5%
BA
481
Bristlecone Advisors
Washington
$1.19M
SCM
482
SOL Capital Management
Maryland
$1.18M -$102K -1,030 -8%
FNT
483
First National Trust
Pennsylvania
$1.18M -$186K -1,885 -14%
CCFM
484
Clear Creek Financial Management
Washington
$1.18M +$128K +1,296 +12%
WCM
485
WealthBridge Capital Management
Ohio
$1.16M +$4.93K +50 +0.4%
NFG
486
Nations Financial Group
Iowa
$1.16M +$32.2K +326 +3%
BCFS
487
Butensky & Cohen Financial Security
Florida
$1.15M +$74.3K +753 +7%
GWM
488
Geneos Wealth Management
Colorado
$1.15M -$236K -2,390 -17%
DADC
489
D.A. Davidson & Co
Montana
$1.15M -$55K -557 -5%
9WM
490
9258 Wealth Management
Ohio
$1.14M -$167K -1,692 -13%
CG
491
Caprock Group
Idaho
$1.14M +$585K +5,924 +109%
IFG
492
Independent Financial Group
California
$1.13M +$59.6K +604 +6%
SG
493
StoneX Group
New York
$1.13M +$268K +2,717 +32%
Manulife (Manufacturers Life Insurance)
494
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.13M +$895K +9,070 +378%
DC
495
Davenport & Co
Virginia
$1.13M +$581K +5,890 +110%
OAM
496
Oppenheimer Asset Management
New York
$1.12M -$203K -2,058 -16%
RBFC
497
Roman Butler Fullerton & Co
Missouri
$1.12M +$175K +1,770 +19%
SCA
498
Snowden Capital Advisors
New York
$1.11M +$23.8K +241 +2%
BF
499
BOK Financial
Oklahoma
$1.1M -$13.9K -141 -1%
GI
500
GAMCO Investors
Connecticut
$1.1M +$98.7K +1,000 +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.