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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
MCM
101
Murphy Capital Management
New Jersey
$15.4M -$77K -780 -0.5%
GKWIM
102
Gerber Kawasaki Wealth & Investment Management
California
$15.4M +$721K +7,303 +5%
BPC
103
Banque Pictet & Cie
Switzerland
$15.2M -$159K -1,614 -1%
PNAA
104
Pictet North America Advisors
Switzerland
$15.2M -$159K -1,614 -1%
OPS
105
Orion Portfolio Solutions
Nebraska
$15M +$322K +3,267 +2%
TCM
106
Tradewinds Capital Management
Washington
$14.8M +$14.6M +148,106 New
AA
107
Advisory Alpha
Michigan
$14.7M +$3.97M +40,274 +42%
BMM
108
Berkshire Money Management
Massachusetts
$14.6M +$14.4M +145,441 New
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$14.5M +$9.91M +100,437 +224%
EWA
110
Evolution Wealth Advisors
Florida
$14.5M -$3.38M -34,273 -19%
PI
111
Putnam Investments
Massachusetts
$14.5M -$21.9M -221,806 -60%
AWE
112
Avidian Wealth Enterprises
Texas
$14.3M -$614K -6,222 -4%
SOMRS
113
State of Michigan Retirement System
Michigan
$14.3M +$3M +30,428 +27%
QIM
114
Quantitative Investment Management
Virginia
$13.9M +$4.83M +48,916 +54%
HIM
115
Hanlon Investment Management
New Jersey
$13.6M +$13.4M +135,794 New
ACM
116
Anfield Capital Management
California
$13.6M +$7.5M +75,969 +137%
QFA
117
Quattro Financial Advisors
Texas
$13.6M -$2.63M -26,617 -16%
CAN
118
Cetera Advisor Networks
California
$13.5M +$4.19M +42,433 +46%
CA
119
Cumberland Advisors
Florida
$13.4M -$11.1M -112,685 -46%
AA
120
ALPS Advisors
Colorado
$13.3M -$807K -8,178 -6%
BHB
121
Bank Hapoalim BM
Israel
$13.3M +$3.08M +31,248 +31%
SS
122
Simplicity Solutions
Minnesota
$12.7M +$5.65M +57,281 +82%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$12.6M +$17.2K +174 +0.1%
HCIA
124
Hochman Cole Investment Advisors
Illinois
$12.5M -$293K -2,967 -2%
CB
125
Commerce Bank
Missouri
$12.1M -$79K -800 -0.7%

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.