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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
PFO
301
Pathstone Family Office
New Jersey
$1.98M +$5.25K +58 +0.3%
SB
302
Simmons Bank
Arkansas
$1.96M -$37.2K -411 -2%
LWM
303
Lyell Wealth Management
California
$1.96M +$315K +3,475 +18%
SAMH
304
Shanda Asset Management Holdings
British Virgin Islands
$1.94M +$2.03M +22,471 New
MYIA
305
Mount Yale Investment Advisors
Colorado
$1.94M +$63.5K +702 +3%
SWM
306
Segment Wealth Management
Texas
$1.92M +$141K +1,560 +8%
WWM
307
Western Wealth Management
Colorado
$1.92M +$1.99M +21,999 New
DADC
308
D.A. Davidson & Co
Montana
$1.9M -$8.51K -94 -0.4%
GCMG
309
Gyroscope Capital Management Group
Florida
$1.9M +$27.8K +307 +1%
SF
310
Synovus Financial
Georgia
$1.9M +$306K +3,383 +18%
FWCM
311
Ferguson Wellman Capital Management
Oregon
$1.88M +$1.3M +14,418 +198%
SHWM
312
Smith & Howard Wealth Management
Georgia
$1.88M -$14.5K -160 -0.7%
LBD
313
Landsberg Bennett & Dubbaneh
Florida
$1.86M +$1.95M +21,506 New
1NWS
314
1 North Wealth Services
Maryland
$1.84M +$1.93M +21,330 New
DLHL
315
Donald L. Hagan LLC
Florida
$1.84M +$1.92M +21,233 New
BCM
316
BTR Capital Management
California
$1.81M +$1.9M +20,965 New
CICI
317
Capital Investment Counsel Inc
North Carolina
$1.79M -$9.05K -100 -0.5%
FEG
318
Financial Enhancement Group
Indiana
$1.78M
HWA
319
Heritage Wealth Advisors
Virginia
$1.78M +$1.86M +20,547 New
CAG
320
Csenge Advisory Group
Florida
$1.77M +$163K +1,798 +10%
CFB
321
Cullen/Frost Bankers
Texas
$1.77M +$94.7K +1,046 +5%
AIC
322
Ameritas Investment Company
Nebraska
$1.76M +$1.84M +20,314 New
MCM
323
Monument Capital Management
Virginia
$1.75M +$1.84M +20,287 New
PG
324
Proffitt & Goodson
Tennessee
$1.73M +$13.4K +148 +0.7%
QFA
325
Quattro Financial Advisors
Texas
$1.72M -$3.72M -41,101 -68%

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.