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State Street Health Care Select Sector SPDR ETF

882 hedge funds and large institutions have $13.3B invested in State Street Health Care Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 338 increasing their positions, 242 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 77

40% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 242

34% more funds holding in top 10

Funds holding in top 10: 6486 (+22)

11% more funds holding

Funds holding: 794882 (+88)

1.33% less ownership

Funds ownership: 73.99%72.66% (-1.3%)

8% less capital invested

Capital invested by funds: $14.5B → $13.3B (-$1.17B)

23% less call options, than puts

Call options by funds: $793M | Put options by funds: $1.03B

Holders
882
Holders Change
+88
Holders Change %
+11.08%
% of All Funds
19.65%
Holding in Top 10
86
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+34.38%
% of All Funds
1.92%
New
176
Increased
338
Reduced
242
Closed
77
Calls
$793M
Puts
$1.03B
Net Calls
-$241M
Net Calls Change
+$500M
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
226
Measured Wealth Private Client Group
New Hampshire
$3.48M +$293K +3,238 +9%
NR
227
Newfound Research
Massachusetts
$3.47M -$149K -1,651 -4%
ST
228
Sabal Trust
Florida
$3.4M -$144K -1,595 -4%
TPSF
229
Texas Permanent School Fund
Texas
$3.4M +$413K +4,567 +13%
MBT
230
Montecito Bank & Trust
California
$3.34M +$342K +3,777 +11%
FIG
231
FundX Investment Group
California
$3.33M +$3.48M +38,450 New
DWT
232
Dorsey & Whitney Trust
South Dakota
$3.3M +$310K +3,425 +10%
FCI
233
Financial Counselors Inc
Kansas
$3.27M
Capital Fund Management (CFM)
234
Capital Fund Management (CFM)
France
$3.22M -$781K -8,634 -19%
TTWM
235
TCV Trust & Wealth Management
Virginia
$3.21M +$49.9K +551 +2%
BCM
236
Boltwood Capital Management
California
$3.16M +$1.91M +21,087 +136%
FAM
237
Foothills Asset Management
Arizona
$3.16M -$57.7K -637 -2%
AIP
238
ARS Investment Partners
New York
$3.13M +$117K +1,288 +4%
KPW
239
Kore Private Wealth
New York
$3.05M +$3.19M +35,276 New
IA
240
IFP Advisors
Florida
$3.04M -$614K -6,784 -16%
GIA
241
Granite Investment Advisors
New Hampshire
$3.04M +$416K +4,592 +15%
FTS
242
Fifth Third Securities
Ohio
$3M +$273K +3,017 +10%
LCM
243
Laurion Capital Management
New York
$2.98M -$1.66M -18,387 -35%
APW
244
Acima Private Wealth
Virginia
$2.96M +$3.09M +34,165 New
JGIA
245
Jackson Grant Investment Advisers
Connecticut
$2.95M -$51.1K -565 -2%
MBTD
246
Mechanics Bank - Trust Department
California
$2.92M +$54.7K +604 +2%
FAIM
247
Financial Advocates Investment Management
Washington
$2.91M -$164K -1,811 -5%
AF
248
Advisornet Financial
Minnesota
$2.88M +$988K +10,918 +49%
BAC
249
Boys Arnold & Co
North Carolina
$2.87M +$122K +1,350 +4%
BCM
250
BlueCrest Capital Management
Jersey
$2.78M -$3.09M -34,090 -51%

XLV Hedge Fund Activity: Q4 2018 in Review

882 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q4 2018, worth a combined $13.3B — down 8.1% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new XLV positions and 77 closed out — a net gain of 99 holders — while 338 added to existing stakes and 242 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $292M. The largest seller was Citigroup, cutting an estimated $291M.

  • 882 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q4 2018, up from 794 in Q3 2018.
  • Funds reported $13.3B of State Street Health Care Select Sector SPDR ETF stock for Q4 2018, down 8.1% quarter-over-quarter.
  • 176 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q4 2018 and 77 closed out, a net change of +99 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $292M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q4 2018 was Citigroup, an estimated $291M sold.

Based on aggregated 13F filings for Q4 2018.