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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
PP
701
Pacifica Partners
Canada
$444K -$60.2K -610 -12%
GHAM
702
Gilman Hill Asset Management
Connecticut
$442K
BSW
703
Buckingham Strategic Wealth
Missouri
$439K -$90.5K -917 -17%
PG
704
Patten Group
Tennessee
$438K +$11.8K +120 +3%
AC
705
Abbrea Capital
California
$437K -$159K -1,610 -27%
JPLA
706
Joseph P. Lucia & Associates
New York
$435K -$29.2K -296 -6%
FA
707
Fagan Associates
New York
$435K +$1.28K +13 +0.3%
SMFS
708
Squar Milner Financial Services
California
$434K +$186K +1,883 +77%
GEA
709
Glen Eagle Advisors
New Jersey
$432K +$4.93K +50 +1%
GWM
710
Greenwich Wealth Management
Connecticut
$430K -$30.9K -313 -7%
FWP
711
FAS Wealth Partners
Kansas
$428K +$1.88K +19 +0.4%
WT
712
Whittier Trust
California
$427K +$27K +274 +7%
CWM
713
Cranbrook Wealth Management
Michigan
$420K +$7.7K +78 +2%
RIA
714
Realta Investment Advisors
Delaware
$420K +$114K +1,152 +38%
AGM
715
Alpine Global Management
New York
$418K -$4.53M -45,943 -92%
CTC
716
Central Trust Company
Missouri
$418K -$5.33K -54 -1%
NFG
717
Next Financial Group
Texas
$417K -$145K -1,472 -26%
SFM
718
Stack Financial Management
Montana
$414K +$21K +213 +5%
OIA
719
OneDigital Investment Advisors
Kansas
$414K +$32.7K +331 +9%
BOTW
720
Bank of the West
California
$409K -$1.6M -16,246 -80%
PCM
721
Parsons Capital Management
Rhode Island
$407K
RG
722
Retirement Group
California
$406K +$400K +4,054 New
HB
723
Homrich & Berg
Georgia
$405K +$59.4K +602 +17%
TNB
724
TCF National Bank
South Dakota
$402K +$66.6K +675 +18%
NCM
725
Narwhal Capital Management
Georgia
$400K

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.