We are live on ! Find out more
XLV icon

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
Bank of America
1
Bank of America
North Carolina
$4.14B +$785M +7,951,505 +24%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.78B -$2.09M -21,185 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$713M -$32.2M -326,004 -4%
NLI
4
Nippon Life Insurance
Japan
$522M +$349M +3,538,329 +212%
Wells Fargo
5
Wells Fargo
California
$477M +$15.4M +155,814 +3%
UBS Group
6
UBS Group
Switzerland
$440M +$98.1M +993,846 +29%
Citigroup
7
Citigroup
New York
$389M +$172M +1,740,162 +81%
Bessemer Group
8
Bessemer Group
New Jersey
$352M +$138M +1,394,871 +66%
Goldman Sachs
9
Goldman Sachs
New York
$314M +$66.1M +669,677 +27%
Ameriprise
10
Ameriprise
Minnesota
$297M -$88.9M -900,393 -23%
LPL Financial
11
LPL Financial
California
$271M +$51.3M +519,716 +24%
OTPPB
12
Ontario Teachers' Pension Plan Board
Ontario, Canada
$242M +$239M +2,417,198 New
N
13
Natixis
France
$237M +$788K +7,980 +0.3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$231M +$329K +3,337 +0.1%
CM
15
Churchill Management
California
$208M +$4.98M +50,418 +2%
Truist Financial
16
Truist Financial
North Carolina
$202M -$2.38M -24,097 -1%
SGI
17
Swan Global Investments
Colorado
$199M -$19.3M -195,761 -9%
BlackRock
18
BlackRock
New York
$197M -$30.6M -309,548 -14%
RJA
19
Raymond James & Associates
Florida
$191M +$23.8M +241,548 +14%
PVH
20
Psagot Value Holdings
Israel
$187M -$24.1M -243,746 -12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$155M -$22.6M -229,286 -13%
CI
22
Clal Insurance
Israel
$138M -$15.3M -155,338 -10%
HIIFS
23
Harel Insurance Investments & Financial Services
Israel
$130M +$124M +1,260,110 +2,878%
State Street
24
State Street
Massachusetts
$129M -$951K -9,633 -0.7%
RIG
25
RiverFront Investment Group
Virginia
$124M +$11.8M +119,958 +11%

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.