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State Street Health Care Select Sector SPDR ETF

741 hedge funds and large institutions have $11.2B invested in State Street Health Care Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 254 increasing their positions, 281 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 281

2% less funds holding

Funds holding: 756741 (-15)

4.16% less ownership

Funds ownership: 77.57%73.42% (-4.2%)

5% less capital invested

Capital invested by funds: $11.8B → $11.2B (-$616M)

11% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 71

13% less funds holding in top 10

Funds holding in top 10: 5649 (-7)

30% less call options, than puts

Call options by funds: $371M | Put options by funds: $527M

Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
16.96%
Holding in Top 10
49
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.5%
% of All Funds
1.12%
New
63
Increased
254
Reduced
281
Closed
71
Calls
$371M
Puts
$527M
Net Calls
-$156M
Net Calls Change
-$47.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
276
Csenge Advisory Group
Florida
$1.44M +$15.4K +186 +1%
MWP
277
MYCIO Wealth Partners
Pennsylvania
$1.43M +$1.1M +13,297 +344%
FTIOP
278
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.43M +$2.28M +27,499 New
SHGA
279
Sand Hill Global Advisors
California
$1.4M +$1.39M +16,820 New
NWP
280
Northstar Wealth Partners
Connecticut
$1.39M +$24.3K +293 +2%
PP
281
Paloma Partners
Connecticut
$1.39M -$5.38M -64,950 -80%
MAM
282
Marquette Asset Management
Minnesota
$1.39M
Cetera Investment Advisers
283
Cetera Investment Advisers
Illinois
$1.38M -$36.1K -435 -3%
PAI
284
Pittenger & Anderson Inc
Nebraska
$1.38M
CWM
285
Chesapeake Wealth Management
Virginia
$1.37M -$72.7K -877 -5%
MIC
286
Meridian Investment Counsel
California
$1.37M
HT
287
HAP Trading
New York
$1.35M +$1.34M +16,201 New
IP
288
Intellectus Partners
California
$1.34M +$190K +2,289 +17%
HNB
289
Huntington National Bank
Ohio
$1.32M -$72.2K -871 -5%
MA
290
Mutual Advisors
Nebraska
$1.32M +$101K +1,224 +8%
CA
291
Cornerstone Advisory
Maryland
$1.31M +$83 +1 +0%
AF
292
Arrow Financial
New York
$1.3M -$53.2K -642 -4%
PFT
293
Providence First Trust
Arizona
$1.3M +$829 +10 +0.1%
MCM
294
MV Capital Management
Maryland
$1.3M +$22.5K +271 +2%
ISB
295
Iowa State Bank
Iowa
$1.28M -$2.49K -30 -0.2%
IWM
296
IHT Wealth Management
Illinois
$1.28M +$149K +1,799 +13%
BPC
297
Banque Pictet & Cie
Switzerland
$1.28M -$827K -9,975 -39%
WCM
298
Windsor Capital Management
Arizona
$1.27M +$34.2K +413 +3%
WVP
299
Worth Venture Partners
New Jersey
$1.25M -$43.9K -530 -3%
BCM
300
Boltwood Capital Management
California
$1.24M -$9.95K -120 -0.8%

XLV Hedge Fund Activity: Q2 2018 in Review

741 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2018, worth a combined $11.2B — down 5.2% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of XLV and 63 opened new positions — a net loss of 8 holders — while 281 trimmed existing stakes and 254 added.

The largest buyer was Bank of America, adding an estimated $112M. The largest seller was NWI Management, exiting entirely with an estimated $241M sold.

  • 741 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2018, down from 756 in Q1 2018.
  • Funds reported $11.2B of State Street Health Care Select Sector SPDR ETF stock for Q2 2018, down 5.2% quarter-over-quarter.
  • 63 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2018 and 71 closed out, a net change of -8 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $112M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2018 was NWI Management, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2018.