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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
SPIA
201
Steward Partners Investment Advisory
New York
$5.81M +$101K +1,021 +2%
TS
202
Tamar Securities
California
$5.78M +$5.7M +57,718 New
3F
203
360 Financial
Minnesota
$5.77M +$5.6M +56,714 New
HCMNY
204
Howard Capital Management (New York)
New York
$5.71M +$62.6K +634 +1%
FMT
205
First Mercantile Trust
Tennessee
$5.7M -$2.43M -24,574 -30%
William Blair & Company
206
William Blair & Company
Illinois
$5.65M +$291K +2,947 +6%
WP
207
WealthPLAN Partners
Nebraska
$5.64M -$86.7K -878 -2%
IWM
208
IHT Wealth Management
Illinois
$5.62M +$1.36M +13,817 +33%
BBA
209
Braun-Bostich & Associates
Pennsylvania
$5.61M +$4.04M +40,947 +271%
AO
210
Advisor OS
Illinois
$5.61M +$5.53M +56,081 New
RAM
211
Riggs Asset Management
Pennsylvania
$5.6M +$50.8K +515 +0.9%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$5.59M -$21M -213,218 -79%
Bank of New York Mellon
213
Bank of New York Mellon
New York
$5.53M -$468K -4,745 -8%
COF
214
Capital One Financial
Virginia
$5.52M -$535K -5,419 -9%
CA
215
Cetera Advisors
Colorado
$5.5M +$1.26M +12,781 +30%
CA
216
Calton & Associates
Florida
$5.47M +$1.12M +11,299 +26%
Twin Tree Management
217
Twin Tree Management
Texas
$5.43M -$13.6M -137,297 -72%
SPC
218
Sigma Planning Corp
Michigan
$5.43M +$1.55M +15,737 +41%
ASN
219
Advisory Services Network
Georgia
$5.4M -$1.14M -11,516 -18%
Lazard Asset Management
220
Lazard Asset Management
New York
$5.39M +$5.32M +53,895 New
BZWA
221
Blue Zone Wealth Advisors
California
$5.37M +$1.44M +14,547 +37%
SW
222
SVB Wealth
Massachusetts
$5.34M +$463K +4,693 +10%
OC
223
Oppenheimer & Co
New York
$5.33M -$16K -162 -0.3%
WWM
224
Western Wealth Management
Colorado
$5.3M +$2.98M +30,210 +133%
BPGAM
225
BTG Pactual Global Asset Management
Bermuda
$5.28M +$5.21M +52,760 New

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.