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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
BBPWM
826
Blue Bell Private Wealth Management
Pennsylvania
$250K -$197 -2 -0.1%
SVWAG
827
Sound View Wealth Advisors Group
Georgia
$249K -$1.48K -15 -0.6%
PWG
828
Private Wealth Group
Florida
$249K +$246K +2,488 New
GIA
829
Gladstone Institutional Advisory
Florida
$246K -$158K -1,596 -39%
TPW
830
TL Private Wealth
Texas
$246K +$691 +7 +0.3%
AMC
831
Asset Management Corp
Illinois
$246K +$10.2K +103 +4%
SFSG
832
Stearns Financial Services Group
North Carolina
$243K -$87.9K -891 -27%
SWM
833
SeaCrest Wealth Management
New York
$239K +$236K +2,390 New
ECG
834
Edge Capital Group
Georgia
$237K +$234K +2,370 New
FAT
835
First American Trust
California
$237K +$234K +2,371 New
CCG
836
Chatham Capital Group
Georgia
$235K
ACI
837
Alpha Cubed Investments
California
$233K -$57K -578 -20%
CB
838
Community Bank
New York
$233K +$163K +1,656 +245%
BWCS
839
Beirne Wealth Consulting Services
Connecticut
$232K +$229K +2,316 New
JCM
840
Janney Capital Management
Pennsylvania
$231K +$227K +2,304 New
SC
841
Soundwatch Capital
Connecticut
$231K +$240K +2,427 New
FG
842
Fiduciary Group
Georgia
$230K +$227K +2,303 New
HL
843
HeadInvest LLC
Maine
$228K +$225K +2,278 New
SCM
844
Southport Capital Management
Tennessee
$227K +$224K +2,270 New
AWP
845
Ascent Wealth Partners
New York
$225K -$27.2K -276 -11%
SSWM
846
Sheets Smith Wealth Management
North Carolina
$224K +$220K +2,234 New
PJSIMP
847
P.J. Schmidt Investment Management (PJS)
Wisconsin
$223K +$220K +2,225 New
TPCW
848
TD Private Client Wealth
New York
$222K +$43.4K +440 +25%
AIM
849
Aspen Investment Management
Michigan
$222K +$219K +2,214 New
3AM
850
3D Asset Management
Connecticut
$222K +$219K +2,215 New

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.