We are live on ! Find out more
XHS icon

State Street SPDR S&P Health Care Services ETF

34 hedge funds and large institutions have $21.4M invested in State Street SPDR S&P Health Care Services ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3434 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

13.16% less ownership

Funds ownership: 35.21%22.05% (-13%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

27% less capital invested

Capital invested by funds: $29.4M → $21.4M (-$7.97M)

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.14M +$1.84M +27,338 +59%
UBS Group
2
UBS Group
Switzerland
$3.89M +$565K +8,406 +18%
Morgan Stanley
3
Morgan Stanley
New York
$2.67M -$420K -6,244 -14%
Goldman Sachs
4
Goldman Sachs
New York
$2.37M -$67 -1 -0%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.14M -$35.1K -522 -3%
CF
6
Centaurus Financial
California
$1.02M +$986K +14,661 New
ST
7
Spinnaker Trust
Maine
$630K
LPL Financial
8
LPL Financial
California
$580K -$79K -1,174 -12%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$511K +$15.1K +225 +3%
Wells Fargo
10
Wells Fargo
California
$444K +$56K +832 +15%
OIA
11
OneDigital Investment Advisors
Kansas
$427K -$95.6K -1,422 -19%
Stifel Financial
12
Stifel Financial
Missouri
$378K +$365K +5,427 New
VC
13
Vicus Capital
Pennsylvania
$312K -$85.4K -1,270 -22%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$307K -$7.94K -118 -3%
PWM
15
Perigon Wealth Management
California
$283K
JP Morgan Chase
16
JP Morgan Chase
New York
$229K
CS
17
Credit Suisse
Switzerland
$219K +$212K +3,152 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$196K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$156K -$2.03M -30,238 -93%
SSB
20
Sandy Spring Bank
Maryland
$92K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$82K +$67 +1 +0.1%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.8K -$71K -1,056 -48%
William Blair & Company
23
William Blair & Company
Illinois
$76K
AG
24
Advisor Group
Arizona
$58K
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$32K +$5.04K +75 +19%

XHS Hedge Fund Activity: Q2 2018 in Review

34 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Services ETF (XHS) for Q2 2018, worth a combined $21.4M — down 27% from $29.4M a quarter earlier.

Fund positioning in XHS was balanced in Q2 2018: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $1.84M. The largest seller was SG Americas Securities, exiting entirely with an estimated $9.45M sold.

  • 34 institutional investors held State Street SPDR S&P Health Care Services ETF (XHS) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $21.4M of State Street SPDR S&P Health Care Services ETF stock for Q2 2018, down 27% quarter-over-quarter.
  • 4 funds opened new State Street SPDR S&P Health Care Services ETF positions in Q2 2018 and 4 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Health Care Services ETF buyer in Q2 2018 was Bank of America, an estimated $1.84M added.
  • The largest State Street SPDR S&P Health Care Services ETF seller in Q2 2018 was SG Americas Securities, an estimated $9.45M sold.

Based on aggregated 13F filings for Q2 2018.