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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
SHGA
351
Sand Hill Global Advisors
California
$1.46M +$6.7K +74 +0.4%
EDRH
352
Edmond de Rothschild Holding
Switzerland
$1.46M +$148K +1,635 +11%
CC
353
Chanos & Company
New York
$1.46M +$634K +7,006 +71%
Northwestern Mutual Wealth Management
354
Northwestern Mutual Wealth Management
Wisconsin
$1.46M +$544K +6,016 +55%
ISL
355
Ingalls & Snyder LLC
New York
$1.45M -$191K -2,106 -11%
BAM
356
Belpointe Asset Management
Nevada
$1.45M +$163K +1,796 +12%
MAM
357
Marquette Asset Management
Minnesota
$1.44M
ACM
358
Allred Capital Management
Texas
$1.42M +$1.49M +16,411 New
KA
359
Kovack Advisors
Florida
$1.41M +$422K +4,662 +40%
PAI
360
Pittenger & Anderson Inc
Nebraska
$1.4M -$9.05K -100 -0.6%
BII
361
Bainco International Investors
Massachusetts
$1.4M -$857K -9,468 -37%
WVP
362
Worth Venture Partners
New Jersey
$1.4M +$305K +3,368 +26%
VDI
363
Vaughan David Investments
Illinois
$1.4M +$1.46M +16,120 New
PFT
364
Providence First Trust
Arizona
$1.38M +$93K +1,027 +7%
AS
365
Altshuler Shaham
Israel
$1.38M +$1.44M +15,911 New
PT
366
Plimoth Trust
Massachusetts
$1.37M +$102K +1,123 +8%
CA
367
Cornerstone Advisory
Maryland
$1.37M +$6.52K +72 +0.5%
FTIOP
368
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.35M +$46.8K +517 +2%
MIC
369
Meridian Investment Counsel
California
$1.35M -$58.8K -650 -4%
ISB
370
Iowa State Bank
Iowa
$1.32M -$8.33K -92 -0.6%
CHA
371
Cedar Hill Associates
Illinois
$1.31M +$1.37M +15,115 New
AF
372
Arrow Financial
New York
$1.3M +$543 +6 +0%
M&T Bank
373
M&T Bank
New York
$1.29M +$23.4K +258 +2%
MIAN
374
Mariner Independent Advisor Network
Kansas
$1.29M +$1.33M +14,743 New
BB
375
Busey Bank
Illinois
$1.28M +$1.34M +14,833 New

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.