We are live on ! Find out more
XLV icon

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
1NWS
276
1 North Wealth Services
Maryland
$2.09M +$2.11M +23,140 New
MSAM
277
Moloney Securities Asset Management
Missouri
$2.08M -$30.3K -332 -1%
I
278
IberiaBank
Louisiana
$2.07M
WS
279
Wedbush Securities
California
$2.06M -$91.8K -1,005 -4%
BC
280
Bartlett & Co
Ohio
$2.05M
BCWM
281
Bartlett & Co Wealth Management
Ohio
$2.05M
CFB
282
Cullen/Frost Bankers
Texas
$2.04M -$18.4K -201 -0.9%
MYIA
283
Mount Yale Investment Advisors
Colorado
$2.02M +$10.2K +112 +0.5%
TAF
284
Tredje AP-fonden
Sweden
$2.02M
PAS
285
Partnervest Advisory Services
California
$2.01M -$147K -1,610 -7%
IMC Chicago
286
IMC Chicago
Illinois
$1.98M +$2.01M +22,003 New
NA
287
Navellier & Associates
Nevada
$1.98M +$695K +7,612 +53%
MA
288
Mutual Advisors
Nebraska
$1.97M +$122K +1,338 +7%
EWA
289
Exencial Wealth Advisors
Oklahoma
$1.97M -$198K -2,174 -9%
IP
290
Intellectus Partners
California
$1.95M -$4.75K -52 -0.2%
PWAP
291
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.92M -$2.59M -28,350 -57%
SJIM
292
St. Johns Investment Management
Florida
$1.91M +$14.2K +156 +0.7%
GCMG
293
Gyroscope Capital Management Group
Florida
$1.89M -$13.3K -146 -0.7%
AF
294
Advisornet Financial
Minnesota
$1.88M -$141K -1,548 -7%
PWSG
295
Pacific Wealth Strategies Group
California
$1.86M +$529K +5,798 +39%
CWM
296
Chesapeake Wealth Management
Virginia
$1.85M +$238K +2,610 +15%
SF
297
Synovus Financial
Georgia
$1.85M -$79.2K -867 -4%
BAM
298
Belpointe Asset Management
Nevada
$1.85M +$389K +4,261 +26%
WWM
299
Western Wealth Management
Colorado
$1.83M -$19M -207,773 -91%
EVM
300
Eaton Vance Management
Massachusetts
$1.83M +$1.62M +17,717 +676%

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.