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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
176
Manchester Capital Management
Vermont
$6.56M
CC
177
Callan Capital
California
$6.56M -$32.1K -325 -0.5%
SG
178
Swarthmore Group
Pennsylvania
$6.52M +$5.84M +59,180 +995%
BAAM
179
Baker Avenue Asset Management
California
$6.5M +$605K +6,131 +10%
JIR
180
James Investment Research
Ohio
$6.5M -$203K -2,052 -3%
PWAC
181
Private Wealth Advisors (California)
California
$6.5M +$2.23M +22,552 +53%
TW
182
Transform Wealth
Colorado
$6.5M +$1.78M +18,040 +38%
MC
183
Martin & Co
Tennessee
$6.49M -$52K -527 -0.8%
APC
184
Aspire Private Capital
North Carolina
$6.48M +$44.9K +455 +0.7%
SBWM
185
Sunflower Bank Wealth Management
Arizona
$6.47M +$2.32M +23,490 +57%
CBT
186
Central Bank & Trust
Kentucky
$6.4M +$420K +4,253 +7%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$6.38M +$920K +9,325 +17%
RWMH
188
Riverpoint Wealth Management Holdings
Illinois
$6.32M +$77.5K +785 +1%
SCA
189
Stillwater Capital Advisors
Pennsylvania
$6.31M -$394K -3,993 -6%
ZIG
190
Zurich Insurance Group
Switzerland
$6.28M +$2M +20,227 +40%
JWCA
191
J.W. Cole Advisors
Florida
$6.2M +$5.84M +59,216 +2,142%
FFG
192
Frisch Financial Group
New York
$6.11M -$43.6K -442 -0.7%
TF
193
Trek Financial
Arizona
$6.06M -$858K -8,693 -13%
BAM
194
Brave Asset Management
New Jersey
$5.95M +$439K +4,452 +8%
Creative Planning
195
Creative Planning
Kansas
$5.91M +$201K +2,032 +4%
CWM
196
CMH Wealth Management
New Hampshire
$5.9M +$22.2K +225 +0.4%
FIA
197
Foundations Investment Advisors
Arizona
$5.88M +$1.71M +17,303 +43%
CFGF
198
Compass Financial Group (Florida)
Florida
$5.88M +$5.8M +58,744 New
CFA
199
Camarda Financial Advisors
Florida
$5.88M +$5.8M +58,740 New
TF
200
TIAA FSB
Florida
$5.81M +$1.91M +19,377 +50%

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.