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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
JMPWA
51
JP Morgan Private Wealth Advisors
California
$48.7M +$2.98M +30,159 +7%
Stifel Financial
52
Stifel Financial
Missouri
$44.6M +$5.31M +53,767 +14%
IC
53
InterOcean Capital
Illinois
$43.8M +$4.43M +44,912 +11%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$42.1M +$1.61M +16,350 +4%
MIH
55
Meitav Investment House
Israel
$41.9M -$21.8M -220,683 -34%
Northern Trust
56
Northern Trust
Illinois
$40.9M +$8.8M +89,162 +28%
Fisher Asset Management
57
Fisher Asset Management
Washington
$40.9M -$34.3M -347,078 -46%
AssetMark Inc
58
AssetMark Inc
California
$40M +$11.2M +113,535 +40%
MTWSIF
59
Mivtachim The Workers Social Insurance Fund
Israel
$39.1M -$2.27M -23,000 -6%
SG Americas Securities
60
SG Americas Securities
New York
$38.9M +$3.11M +31,541 +9%
ST
61
Spinnaker Trust
Maine
$36.5M -$1.49M -15,070 -4%
HighTower Advisors
62
HighTower Advisors
Illinois
$36M +$1.55M +15,708 +5%
CIA
63
Capital Investment Advisors
Georgia
$35.6M +$7.24M +73,326 +26%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$35.4M +$5.8M +58,719 +20%
PPFA
65
Provida Pension Fund Administrator
Chile
$35M +$38.5M +389,873 +693%
TD Asset Management
66
TD Asset Management
Ontario, Canada
$34.5M +$155K +1,570 +0.5%
MIM
67
Miller Investment Management
Pennsylvania
$33.6M +$318K +3,224 +1%
ONB
68
Old National Bancorp
Indiana
$31.9M -$836K -8,473 -3%
Bank of Nova Scotia
69
Bank of Nova Scotia
Ontario, Canada
$31.3M +$30.4M +308,004 +6,244%
WBG
70
Wharton Business Group
Pennsylvania
$31.1M -$570K -5,778 -2%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$30.1M +$94.5K +957 +0.3%
KIA
72
KCM Investment Advisors
California
$28.8M -$4.36M -44,208 -13%
AP
73
Advisors Preferred
Maryland
$28.3M +$27.7M +280,511 +123,031%
MM
74
Main Management
California
$28M +$10.8M +109,694 +65%
CS
75
Credit Suisse
Switzerland
$25.7M -$27.9M -282,635 -52%

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.