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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
VFA
376
Voya Financial Advisors
Connecticut
$1.28M +$86.7K +958 +7%
CFGS
377
Concourse Financial Group Securities
Alabama
$1.27M +$279K +3,088 +27%
PWSG
378
Pacific Wealth Strategies Group
California
$1.27M +$48.2K +533 +4%
BCP
379
Berkeley Capital Partners
Georgia
$1.26M +$454K +5,019 +52%
WCM
380
Windsor Capital Management
Arizona
$1.26M -$28.8K -318 -2%
JIC
381
Johnson Investment Counsel
Ohio
$1.25M +$139K +1,540 +12%
B
382
Bailard
California
$1.2M +$610K +6,744 +95%
LCM
383
Lucas Capital Management
New Jersey
$1.2M +$216K +2,388 +21%
TD Asset Management
384
TD Asset Management
Ontario, Canada
$1.19M +$387K +4,280 +45%
SP
385
Symmetry Partners
Connecticut
$1.19M +$1.25M +13,792 New
CTB
386
Country Trust Bank
Illinois
$1.19M +$539K +5,956 +76%
BRWM
387
B. Riley Wealth Management
Tennessee
$1.19M +$668K +7,382 +116%
Two Sigma Investments
388
Two Sigma Investments
New York
$1.19M -$131M -1,444,111 -99%
WHG
389
Westwood Holdings Group
Texas
$1.18M -$1.05M -11,616 -46%
DAS
390
Dynamic Advisor Solutions
Arizona
$1.17M -$64K -707 -5%
ZIG
391
Zurich Insurance Group
Switzerland
$1.17M
PA
392
Pinnacle Associates
New York
$1.17M +$21.7K +240 +2%
MTIM
393
Marathon Trading Investment Management
Pennsylvania
$1.17M +$950K +10,500 +350%
VFA
394
Valeo Financial Advisors
Indiana
$1.17M +$77.4K +855 +7%
MCM
395
MV Capital Management
Maryland
$1.14M -$92.4K -1,021 -7%
NB
396
NBT Bank
New York
$1.13M -$23.4K -259 -2%
AI
397
Atria Investments
North Carolina
$1.11M -$326K -3,603 -22%
Chevy Chase Trust
398
Chevy Chase Trust
Maryland
$1.11M +$14.7K +162 +1%
RBC
399
Roble Belko & Company
Pennsylvania
$1.11M -$40.1K -443 -3%
9WM
400
9258 Wealth Management
Ohio
$1.11M +$1.16M +12,815 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.