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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
AWM
126
AE Wealth Management
Kansas
$12M +$4.36M +44,159 +58%
PWAG
127
Polaris Wealth Advisory Group
California
$12M -$466K -4,718 -4%
SL
128
Salomon & Ludwin
Virginia
$11.8M -$296K -2,999 -2%
BWFA
129
Baltimore-Washington Financial Advisors
Maryland
$11.8M +$597K +6,051 +5%
GL
130
Graypoint LLC
New York
$11.6M -$196K -1,981 -2%
VR
131
Viridian RIA
Washington
$11.5M +$631K +6,393 +6%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$11.4M +$3.66M +37,121 +48%
RWM
133
Rezny Wealth Management
Florida
$11.2M -$407K -4,123 -4%
AI
134
Atria Investments
North Carolina
$11.1M +$2.12M +21,473 +24%
CG
135
Colony Group
Massachusetts
$11.1M +$82.1K +832 +0.8%
IC
136
Innealta Capital
Texas
$10.7M +$2.2M +22,341 +26%
WG
137
Winton Group
United Kingdom
$10.6M +$8.54M +86,501 +449%
SM
138
Sabby Management
Florida
$10.5M +$6.99M +70,870 +206%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$10.4M -$52.8K -535 -0.5%
1IA
140
1834 Investment Advisors
Wisconsin
$10.4M +$217K +2,196 +2%
FMC
141
First Merchants Corp
Indiana
$9.89M +$850K +8,608 +10%
BWM
142
Biltmore Wealth Management
Arizona
$9.69M -$5.68M -57,588 -35%
BFIC
143
Bedell Frazier Investment Counselling
California
$9.62M -$595K -6,030 -6%
PFO
144
Pathstone Family Office
New Jersey
$9.6M +$17.1K +173 +0.2%
HCP
145
Holt Capital Partners
Texas
$9.34M +$862K +8,729 +10%
AIA
146
Arrow Investment Advisors
Maryland
$9.3M -$903K -9,148 -9%
VAS
147
Vestmark Advisory Solutions
Massachusetts
$9.3M +$14.5K +147 +0.2%
QA
148
Quantitative Advantage
Minnesota
$9.13M -$1.69M -17,076 -16%
PWMG
149
Prestige Wealth Management Group
New Jersey
$9.12M +$4.09M +41,488 +84%
MCM
150
MV Capital Management
Maryland
$8.86M +$8.4M +85,061 +2,426%

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.