We are live on ! Find out more
XLV icon

State Street Health Care Select Sector SPDR ETF

757 hedge funds and large institutions have $11.8B invested in State Street Health Care Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 246 increasing their positions, 310 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.38% more ownership

Funds ownership: 74.2%77.58% (+3.4%)

1% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 82

2% less funds holding

Funds holding: 769757 (-12)

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

5% less capital invested

Capital invested by funds: $12.4B → $11.8B (-$665M)

18% less call options, than puts

Call options by funds: $504M | Put options by funds: $612M

21% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 310

Holders
757
Holders Change
-12
Holders Change %
-1.56%
% of All Funds
17.35%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
1.28%
New
81
Increased
246
Reduced
310
Closed
82
Calls
$504M
Puts
$612M
Net Calls
-$108M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
276
Advantage Investment Management
Iowa
$1.52M +$17.7K +208 +1%
GCMG
277
Gyroscope Capital Management Group
Florida
$1.52M -$10.4K -122 -0.6%
MYIA
278
Mount Yale Investment Advisors
Colorado
$1.52M +$1.59M +18,625 New
ISL
279
Ingalls & Snyder LLC
New York
$1.5M +$84.8K +996 +6%
FLAM
280
First Light Asset Management
Minnesota
$1.49M
CIC
281
Carnegie Investment Counsel
Ohio
$1.48M -$694K -8,151 -31%
SJIM
282
St. Johns Investment Management
Florida
$1.47M +$426 +5 +0%
HFS
283
HL Financial Services
Kentucky
$1.47M +$337K +3,962 +28%
SF
284
Synovus Financial
Georgia
$1.47M +$8.18K +96 +0.5%
NC
285
NewSquare Capital
Pennsylvania
$1.45M +$84.7K +994 +6%
ABC
286
Associated Banc-Corp
Wisconsin
$1.45M -$12.4K -145 -0.8%
I
287
IberiaBank
Louisiana
$1.44M -$673K -7,902 -31%
ANB
288
Amarillo National Bank
Texas
$1.43M +$1.5M +17,572 New
FANJ
289
Financial Architects (New Jersey)
New Jersey
$1.43M +$260K +3,051 +21%
MIH
290
Meitav Investment House
Israel
$1.42M -$5.89M -69,152 -80%
ASN
291
Advisory Services Network
Georgia
$1.41M -$153K -1,793 -9%
CWM
292
Chesapeake Wealth Management
Virginia
$1.41M +$1.47M +17,314 New
LCM
293
Lee Capital Management
New York
$1.39M
CAG
294
Csenge Advisory Group
Florida
$1.39M -$113K -1,321 -7%
Cetera Investment Advisers
295
Cetera Investment Advisers
Illinois
$1.37M +$34.5K +405 +2%
HNB
296
Huntington National Bank
Ohio
$1.36M -$37.7K -442 -3%
OMC
297
Old Mission Capital
Illinois
$1.35M +$1.42M +16,630 New
MAM
298
Marquette Asset Management
Minnesota
$1.35M
PAI
299
Pittenger & Anderson Inc
Nebraska
$1.34M -$6.39K -75 -0.5%
MIC
300
Meridian Investment Counsel
California
$1.33M -$72.4K -850 -5%

XLV Hedge Fund Activity: Q1 2018 in Review

757 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2018, worth a combined $11.8B — down 5.3% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of XLV and 81 opened new positions — a net loss of 1 holder — while 310 trimmed existing stakes and 246 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $270M. The largest seller was Barclays, cutting an estimated $464M.

  • 757 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2018, down from 769 in Q4 2017.
  • Funds reported $11.8B of State Street Health Care Select Sector SPDR ETF stock for Q1 2018, down 5.3% quarter-over-quarter.
  • 81 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2018 and 82 closed out, a net change of -1 holder.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2018 was BNP Paribas Financial Markets, an estimated $270M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2018 was Barclays, an estimated $464M sold.

Based on aggregated 13F filings for Q1 2018.