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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
WB
326
WesBanco Bank
West Virginia
$1.56M +$604K +6,612 +62%
SHWM
327
Smith & Howard Wealth Management
Georgia
$1.56M -$20.3K -222 -1%
UBG
328
United Bank (Georgia)
Georgia
$1.56M -$28.7K -314 -2%
PG
329
Proffitt & Goodson
Tennessee
$1.55M -$636K -6,967 -29%
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$1.55M +$298K +3,268 +24%
SFS
331
Sowell Financial Services
Arkansas
$1.54M +$1.56M +17,128 New
Mariner
332
Mariner
Kansas
$1.53M -$111K -1,219 -7%
EP
333
Edgestream Partners
New Jersey
$1.53M +$837K +9,168 +117%
FNT
334
First National Trust
Pennsylvania
$1.52M -$380K -4,160 -20%
MAM
335
Meeder Asset Management
Ohio
$1.52M -$360K -3,948 -19%
MWP
336
MYCIO Wealth Partners
Pennsylvania
$1.5M +$4.66K +51 +0.3%
MAM
337
Marquette Asset Management
Minnesota
$1.5M
RFO
338
RiverGlades Family Offices
Florida
$1.5M -$53.4K -585 -3%
DAS
339
Dynamic Advisor Solutions
Arizona
$1.46M -$436K -4,771 -23%
LWM
340
Lyell Wealth Management
California
$1.43M -$221K -2,422 -13%
KCM
341
Kanawha Capital Management
Virginia
$1.43M -$4.11K -45 -0.3%
AWA
342
ARS Wealth Advisors
Florida
$1.43M -$101K -1,101 -7%
PAI
343
Pittenger & Anderson Inc
Nebraska
$1.43M -$6.85K -75 -0.5%
ACM
344
Allred Capital Management
Texas
$1.41M -$87.7K -960 -6%
MIC
345
Meridian Investment Counsel
California
$1.41M
SWA
346
SFMG Wealth Advisors
Texas
$1.41M -$54.6K -598 -4%
PP
347
Paloma Partners
Connecticut
$1.4M -$63.2M -691,924 -98%
CA
348
Cornerstone Advisory
Maryland
$1.38M -$36.5K -400 -3%
VFA
349
Voya Financial Advisors
Connecticut
$1.36M +$24.8K +272 +2%
GRP
350
Global Retirement Partners
California
$1.36M -$2.83K -31 -0.2%

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.