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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
PWAP
501
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.1M -$13K -132 -1%
MOS
502
MGO One Seven
Ohio
$1.09M +$7.8K +79 +0.7%
JIC
503
Johnson Investment Counsel
Ohio
$1.09M -$123K -1,250 -10%
AIIMS
504
Analyst IMS Investment Management Services
Israel
$1.09M -$78.8K -798 -7%
CC
505
Chanos & Company
New York
$1.09M
CIBC Private Wealth Group
506
CIBC Private Wealth Group
Georgia
$1.08M -$957K -9,697 -47%
BB
507
Busey Bank
Illinois
$1.07M -$15.6K -158 -1%
Man Group
508
Man Group
United Kingdom
$1.07M -$554K -5,612 -34%
TNB
509
Thomasville National Bank
Georgia
$1.07M +$5.03K +51 +0.5%
CMANY
510
Capital Management Associates (New York)
New York
$1.05M +$1.04M +10,540 New
SIA
511
Strategic Investment Advisors
Michigan
$1.04M -$18.5K -187 -2%
CCM
512
Condor Capital Management
New Jersey
$1.04M -$5.03K -51 -0.5%
CAG
513
Csenge Advisory Group
Florida
$1.04M +$314K +3,182 +44%
ISB
514
Iowa State Bank
Iowa
$1.04M -$14.8K -150 -1%
PA
515
PFG Advisors
Arizona
$1.04M +$39K +395 +4%
WEC
516
Winslow Evans & Crocker
Massachusetts
$1.03M -$31.7K -321 -3%
ACP
517
Aveo Capital Partners
Colorado
$1.02M -$554K -5,611 -36%
AFM
518
Abbot Financial Management
Massachusetts
$1.01M
RBC
519
Roble Belko & Company
Pennsylvania
$1.01M -$74K -750 -7%
TCM
520
Tekla Capital Management
Massachusetts
$1.01M
WP
521
WealthSource Partners
California
$1M -$83.1K -842 -8%
NB
522
NBT Bank
New York
$1M -$20.4K -207 -2%
Federated Hermes
523
Federated Hermes
Pennsylvania
$1M -$592K -6,000 -38%
SB
524
Strategic Blueprint
Georgia
$1M +$987K +10,005 New
SSWM
525
Smith Salley Wealth Management
North Carolina
$997K -$109K -1,108 -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.