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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
AWM
576
Aberdeen Wealth Management
Illinois
$742K
CG
577
Cutler Group
California
$742K +$367K +3,716 +100%
AllianceBernstein
578
AllianceBernstein
Tennessee
$739K -$3.55K -36 -0.5%
FCFC
579
First Commonwealth Financial Corp
Pennsylvania
$738K
TCWM
580
Total Clarity Wealth Management
Illinois
$734K +$435K +4,403 +150%
AWA
581
Artemis Wealth Advisors
New York
$731K
PPP
582
Private Portfolio Partners
New Jersey
$728K +$84.6K +857 +13%
EIP
583
Ellis Investment Partners
Pennsylvania
$726K +$1.97K +20 +0.3%
WJWM
584
Williams Jones Wealth Management
New York
$720K -$71.8K -727 -9%
TC
585
Telemus Capital
Michigan
$720K +$368K +3,730 +109%
LA
586
LVW Advisors
New York
$714K +$157K +1,593 +29%
IFG
587
Investors Financial Group
Minnesota
$711K +$5.13K +52 +0.7%
SRSA
588
S.R. Schill & Associates
Washington
$711K +$33.9K +343 +5%
OAM
589
Occidental Asset Management
California
$708K -$186K -1,884 -21%
FT
590
Fiduciary Trust
Massachusetts
$702K +$26.6K +270 +4%
EHC
591
Everett Harris & Co
California
$701K -$46.4K -470 -6%
Kovitz Investment Group Partners
592
Kovitz Investment Group Partners
Illinois
$701K -$1.09K -11 -0.2%
TAF
593
Tredje AP-fonden
Sweden
$700K -$1.55M -15,700 -69%
CL
594
CPWM LLC
Washington
$700K +$13.3K +135 +2%
AS
595
Altshuler Shaham
Israel
$699K
AWM
596
Aprio Wealth Management
Georgia
$697K +$687K +6,964 New
KM
597
Kalos Management
Georgia
$695K +$130K +1,315 +25%
RIA
598
RPG Investment Advisory
California
$690K +$987 +10 +0.1%
SBH
599
Segall Bryant & Hamill
Illinois
$685K +$72K +730 +12%
WVP
600
Worth Venture Partners
New Jersey
$683K -$39.1K -396 -5%

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.