We are live on ! Find out more
XLV icon

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
IP
851
Investment Partners
Ohio
$220K +$217K +2,194 New
FHB
852
First Hawaiian Bank
Hawaii
$219K +$216K +2,189 New
CFS
853
CRA Financial Services
New Jersey
$219K +$216K +2,191 New
EE
854
EWG Elevate
California
$219K +$216K +2,193 New
XS
855
XR Securities
Illinois
$218K -$514K -5,206 -70%
PWM
856
PRW Wealth Management
Massachusetts
$217K +$214K +2,171 New
ATC
857
Argent Trust Co
Tennessee
$217K +$214K +2,173 New
HVIA
858
Hudson Valley Investment Advisors
New York
$216K +$213K +2,160 New
LIA
859
LBMC Investment Advisors
Tennessee
$212K +$210K +2,123 New
CRC
860
Curi RMB Capital
Illinois
$211K +$208K +2,110 New
CST
861
Charles Schwab Trust
Nevada
$209K -$23.7K -240 -10%
LSA
862
L & S Advisors
California
$209K +$206K +2,092 New
WA
863
Waverly Advisors
Alabama
$207K +$191K +1,936 New
NIA
864
Northstar Investment Advisors
Colorado
$207K +$204K +2,070 New
DP
865
Dearborn Partners
Illinois
$206K -$100K -1,018 -33%
CFG
866
Citizens Financial Group
Rhode Island
$206K +$888 +9 +0.4%
CWS
867
Cypress Wealth Services
California
$205K -$132K -1,338 -40%
RTS
868
Round Table Services
New Jersey
$204K +$201K +2,035 New
OCPWS
869
One Charles Private Wealth Services
Massachusetts
$201K +$187K +1,892 New
PIMG
870
Patriot Investment Management Group
Tennessee
$201K +$198K +2,007 New
TFS
871
TrustCore Financial Services
Tennessee
$198K -$14.1K -143 -7%
BBHC
872
Brown Brothers Harriman & Co
New York
$192K -$119K -1,208 -39%
BG
873
Bollard Group
Massachusetts
$185K -$50.1K -508 -22%
CL
874
Cabana LLC
Arkansas
$183K +$180K +1,828 New
CAM
875
CenterStar Asset Management
Illinois
$182K

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.