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State Street Health Care Select Sector SPDR ETF

841 hedge funds and large institutions have $12.7B invested in State Street Health Care Select Sector SPDR ETF in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 288 increasing their positions, 337 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.83% more ownership

Funds ownership: 71.74%75.57% (+3.8%)

3% less capital invested

Capital invested by funds: $13.1B → $12.7B (-$339M)

5% less funds holding

Funds holding: 888841 (-47)

14% less funds holding in top 10

Funds holding in top 10: 7665 (-11)

15% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 337

37% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 104

52% less call options, than puts

Call options by funds: $830M | Put options by funds: $1.71B

Holders
841
Holders Change
-47
Holders Change %
-5.29%
% of All Funds
18.44%
Holding in Top 10
65
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-14.47%
% of All Funds
1.43%
New
66
Increased
288
Reduced
337
Closed
104
Calls
$830M
Puts
$1.71B
Net Calls
-$882M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
251
Wela Strategies
Georgia
$2.42M +$2.45M +26,876 New
IWM
252
IHT Wealth Management
Illinois
$2.4M +$401K +4,396 +20%
BCA
253
Bray Capital Advisors
Florida
$2.4M +$96.8K +1,060 +4%
FAIM
254
Financial Advocates Investment Management
Washington
$2.36M +$9.04K +99 +0.4%
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$2.35M -$157K -1,715 -6%
IA
256
IFG Advisory
Georgia
$2.34M -$239K -2,616 -9%
LCH
257
Lee Capital Holdings
New York
$2.33M -$159K -1,746 -6%
AIM
258
Advantage Investment Management
Iowa
$2.33M -$71K -778 -3%
LFAS
259
Level Four Advisory Services
Texas
$2.32M -$45.7K -501 -2%
LBD
260
Landsberg Bennett & Dubbaneh
Florida
$2.29M -$14.3K -157 -0.6%
DWT
261
Dorsey & Whitney Trust
South Dakota
$2.29M -$887K -9,716 -28%
IFA
262
Interactive Financial Advisors
Illinois
$2.26M -$354K -3,880 -13%
SSB
263
Sandy Spring Bank
Maryland
$2.23M +$10.5K +115 +0.5%
FNBOH
264
First National Bank of Hutchinson
Kansas
$2.22M -$5.02K -55 -0.2%
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
$2.21M +$4.93K +54 +0.2%
Thrivent Financial for Lutherans
266
Thrivent Financial for Lutherans
Minnesota
$2.21M +$153K +1,681 +7%
LCM
267
Lucas Capital Management
New Jersey
$2.2M +$516K +5,655 +30%
EDRH
268
Edmond de Rothschild Holding
Switzerland
$2.2M -$1.37M -15,023 -38%
IA
269
IndexIQ Advisors
New York
$2.18M -$1.49M -16,365 -40%
WAM
270
Weatherly Asset Management
California
$2.17M -$203K -2,218 -8%
BA
271
Birinyi Associates
Connecticut
$2.15M -$22.8K -250 -1%
AAS
272
Avantax Advisory Services
Texas
$2.15M +$302K +3,306 +16%
VDI
273
Vaughan David Investments
Illinois
$2.14M +$154K +1,682 +8%
BCM
274
Boltwood Capital Management
California
$2.13M +$14.6K +160 +0.7%
BRWA
275
B. Riley Wealth Advisors
Florida
$2.12M +$176K +1,933 +9%

XLV Hedge Fund Activity: Q3 2019 in Review

841 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2019, worth a combined $12.7B — down 2.6% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of XLV and 66 opened new positions — a net loss of 38 holders — while 337 trimmed existing stakes and 288 added.

The largest buyer was Bank of America, adding an estimated $498M. The largest seller was Wells Fargo, cutting an estimated $321M.

  • 841 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2019, down from 888 in Q2 2019.
  • Funds reported $12.7B of State Street Health Care Select Sector SPDR ETF stock for Q3 2019, down 2.6% quarter-over-quarter.
  • 66 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2019 and 104 closed out, a net change of -38 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2019 was Bank of America, an estimated $498M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2019 was Wells Fargo, an estimated $321M sold.

Based on aggregated 13F filings for Q3 2019.