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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
BA
276
BKS Advisors
Michigan
$2.32M +$1.4M +15,485 +136%
ACA
277
Atlas Capital Advisors
Wyoming
$2.32M +$999K +11,043 +70%
TW
278
TrinityPoint Wealth
Connecticut
$2.32M +$2.43M +26,819 New
CCM
279
Canal Capital Management
Virginia
$2.28M -$194K -2,144 -8%
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$2.28M +$270K +2,980 +13%
FNT
281
First National Trust
Pennsylvania
$2.26M -$1.2M -13,294 -34%
IC
282
Innealta Capital
Texas
$2.26M +$2.36M +26,130 New
BRWA
283
B. Riley Wealth Advisors
Florida
$2.26M +$148K +1,631 +7%
BA
284
Birinyi Associates
Connecticut
$2.24M +$362K +4,000 +18%
WB
285
WesBanco Bank
West Virginia
$2.23M +$121K +1,341 +5%
MPPLM
286
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.2M +$2.01M +22,213 +692%
FNBOH
287
First National Bank of Hutchinson
Kansas
$2.2M -$32.6K -360 -1%
AIM
288
Advantage Investment Management
Iowa
$2.19M +$580K +6,409 +34%
WAM
289
Weatherly Asset Management
California
$2.19M -$8.96K -99 -0.4%
PFS
290
Prospera Financial Services
Texas
$2.16M +$848K +9,369 +60%
GFPC
291
Global Financial Private Capital
Florida
$2.15M +$132K +1,462 +6%
Fidelity International
292
Fidelity International
Bermuda
$2.14M -$46.2K -510 -2%
Cetera Investment Advisers
293
Cetera Investment Advisers
Illinois
$2.13M +$436K +4,817 +24%
EWA
294
Exencial Wealth Advisors
Oklahoma
$2.12M +$1.04M +11,450 +87%
VLC
295
Van Leeuwen & Company
New Jersey
$2.11M +$2.21M +24,374 New
I
296
IberiaBank
Louisiana
$2.07M +$105K +1,155 +5%
PI
297
Parkside Investments
Illinois
$2.05M +$1.6M +17,720 +295%
SFS
298
Sowell Financial Services
Arkansas
$2.05M +$2.14M +23,654 New
MSAM
299
Moloney Securities Asset Management
Missouri
$2.04M -$13.8K -152 -0.6%
Q
300
QVR
California
$2.02M +$231K +2,550 +12%

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.