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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
DI
626
DFPG Investments
Utah
$613K -$46K -466 -7%
WAS
627
WESPAC Advisors SoCal
California
$613K +$123K +1,250 +26%
DIM
628
Delta Investment Management
California
$611K +$603K +6,112 New
Fiera Capital (Canada)
629
Fiera Capital (Canada)
Quebec, Canada
$610K +$602K +6,099 New
PWS
630
Private Wealth Strategies
Ohio
$606K -$185K -1,876 -24%
RWP
631
RWA Wealth Partners
Massachusetts
$602K -$1.14M -11,559 -66%
SFM
632
Signet Financial Management
New Jersey
$601K +$39K +395 +7%
CC
633
Claybrook Capital
Massachusetts
$600K +$592K +6,000 New
BCM
634
BTR Capital Management
California
$599K -$35.3K -358 -6%
CC
635
Courier Capital
New York
$597K +$203K +2,055 +54%
EWM
636
Empirical Wealth Management
Washington
$589K +$245K +2,479 +73%
CWA
637
Clarus Wealth Advisors
Arizona
$588K +$49.5K +502 +10%
GGI
638
GPM Growth Investors
Michigan
$586K +$578K +5,857 New
SMC
639
Smith, Moore & Co
Missouri
$584K +$34.5K +350 +6%
PCA
640
Personal Capital Advisors
California
$583K +$258K +2,615 +81%
ISL
641
Ingalls & Snyder LLC
New York
$580K -$8.29K -84 -1%
Citadel Advisors
642
Citadel Advisors
Florida
$576K +$568K +5,755 New
LWM
643
Laidlaw Wealth Management
New York
$575K +$96.1K +974 +20%
HWA
644
Hillcrest Wealth Advisors
New Jersey
$574K +$59.2K +600 +12%
BWP
645
Bernardo Wealth Planning
Pennsylvania
$571K -$2.37K -24 -0.4%
IC
646
IEQ Capital
California
$564K -$82K -831 -13%
CSIC
647
Clifford Swan Investment Counsel
California
$561K +$7.11K +72 +1%
PMG
648
ProVise Management Group
Florida
$561K +$157K +1,588 +39%
LS
649
Leelyn Smith
Illinois
$560K +$14.1K +143 +3%
BI
650
Bramshill Investments
Florida
$559K +$248K +2,508 +82%

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.