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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
SWA
76
SFMG Wealth Advisors
Texas
$25.2M +$23.2M +235,449 +1,443%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$25M +$6.58M +66,647 +36%
Sumitomo Mitsui Trust Group
78
Sumitomo Mitsui Trust Group
Japan
$24.9M +$24.6M +248,900 New
AI
79
Atom Investors
Texas
$24.2M +$23.9M +242,085 New
FFM
80
Fullerton Fund Management
Singapore
$23.4M +$23.1M +234,297 New
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$22.8M -$10.8M -109,878 -33%
FIB
82
First Interstate Bank
Montana
$21.9M -$364K -3,692 -2%
Prudential Financial
83
Prudential Financial
New Jersey
$21.9M +$17.3M +174,882 +402%
GC
84
Grimes & Company
Massachusetts
$21.7M +$18.3M +185,184 +579%
PAG
85
Private Advisor Group
New Jersey
$20.9M +$6.15M +62,295 +43%
KHLMVGHM
86
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$20.3M +$2.71M +27,427 +16%
TAM
87
Tocqueville Asset Management
New York
$19.8M +$9.87K +100 +0.1%
HCM
88
Hollencrest Capital Management
California
$19.3M -$139K -1,408 -0.7%
CIBC World Market
89
CIBC World Market
Ontario, Canada
$18.4M +$6.09M +61,680 +50%
GFPC
90
Global Financial Private Capital
Florida
$18.3M -$1.55M -15,680 -8%
MMA
91
Miracle Mile Advisors
California
$18M -$351K -3,561 -2%
EDRH
92
Edmond de Rothschild Holding
Switzerland
$17.6M +$15.9M +161,470 +1,093%
Lido Advisors
93
Lido Advisors
California
$17.6M +$4.42M +44,759 +34%
GLLW
94
Graves Light Lenhart Wealth
Virginia
$17.4M +$127K +1,285 +0.7%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$17.1M +$16.8M +170,585 New
BHWM
96
Bar Harbor Wealth Management
New Hampshire
$17M -$303K -3,065 -2%
MLM
97
Mount Lucas Management
Pennsylvania
$16.7M +$16.5M +166,994 New
Squarepoint
98
Squarepoint
New York
$16.4M +$13.1M +133,128 +439%
MML Investors Services
99
MML Investors Services
Massachusetts
$16.3M +$2.77M +28,025 +21%
SC
100
Sepio Capital
Utah
$16M -$738K -7,477 -4%

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.