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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
LNB
251
Ledyard National Bank
$2.77M +$64.8K +716 +2%
ASN
252
Advisory Services Network
Georgia
$2.76M +$1.29M +14,212 +80%
WP
253
WealthSource Partners
California
$2.76M +$1.11M +12,273 +63%
EVM
254
Eaton Vance Management
Massachusetts
$2.72M +$124K +1,374 +5%
Nomura Asset Management
255
Nomura Asset Management
Japan
$2.72M +$1.31M +14,500 +85%
GCA
256
Greenwood Capital Associates
South Carolina
$2.68M +$460K +5,084 +20%
PWAC
257
Private Wealth Advisors (California)
California
$2.68M +$2.81M +31,013 New
SHA
258
Seneca House Advisors
Virginia
$2.67M +$220K +2,427 +9%
Edgewood Management
259
Edgewood Management
Connecticut
$2.67M +$2.79M +30,847 New
BOTW
260
Bank of the West
California
$2.64M +$183K +2,026 +7%
JA
261
JVL Associates
Michigan
$2.61M +$3.8K +42 +0.1%
MFW
262
Meristem Family Wealth
Minnesota
$2.6M -$181K -2,000 -6%
AWE
263
Avidian Wealth Enterprises
Texas
$2.6M +$2.46M +27,172 +952%
Parallax Volatility Advisers
264
Parallax Volatility Advisers
California
$2.54M -$4.96M -54,797 -65%
6M
265
6 Meridian
Kansas
$2.48M -$49.2K -544 -2%
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.48M +$153K +1,690 +6%
PPA
267
Parametric Portfolio Associates
Washington
$2.45M -$1.68M -18,532 -40%
HIIFS
268
Harel Insurance Investments & Financial Services
Israel
$2.45M +$2.16M +23,827 +532%
PPFA
269
Provida Pension Fund Administrator
Chile
$2.4M
WA
270
Winfield Associates
Ohio
$2.4M +$191K +2,110 +8%
SIMM
271
Stillwater Investment Management (Minnesota)
Minnesota
$2.35M +$45.9K +507 +2%
Allianz Asset Management
272
Allianz Asset Management
Germany
$2.34M +$317K +3,500 +15%
CCMW
273
Cypress Capital Management (Wyoming)
Wyoming
$2.34M -$234K -2,583 -9%
IA
274
IFG Advisory
Georgia
$2.34M -$31.1K -344 -1%
SSB
275
Sandy Spring Bank
Maryland
$2.32M -$7.87K -87 -0.3%

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.