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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
ZIG
376
Zurich Insurance Group
Switzerland
$1.14M
FHA
377
First Horizon Advisors
Tennessee
$1.13M -$16.9K -185 -1%
ISB
378
Iowa State Bank
Iowa
$1.13M -$29.2K -320 -2%
NFG
379
Next Financial Group
Texas
$1.13M -$148K -1,625 -12%
KA
380
Kovack Advisors
Florida
$1.12M +$40K +438 +4%
WA
381
Winfield Associates
Ohio
$1.1M -$1.31M -14,377 -54%
HWA
382
Hillcrest Wealth Advisors
New Jersey
$1.1M
AI
383
Atom Investors
Texas
$1.1M +$1.11M +12,204 New
NB
384
NBT Bank
New York
$1.1M -$7.39K -81 -0.7%
BRWM
385
B. Riley Wealth Management
Tennessee
$1.09M +$66.9K +733 +6%
DI
386
Diligent Investors
California
$1.09M -$20.6K -226 -2%
WCM
387
WealthBridge Capital Management
Ohio
$1.09M +$72.7K +796 +7%
TG
388
TLP Group
Illinois
$1.08M -$8.03M -88,000 -88%
SCM
389
Sterling Capital Management
North Carolina
$1.08M -$11.8K -129 -1%
9WM
390
9258 Wealth Management
Ohio
$1.07M -$41.5K -454 -4%
FHA
391
Flagship Harbor Advisors
Massachusetts
$1.07M -$31.8K -348 -3%
VFA
392
Valeo Financial Advisors
Indiana
$1.06M -$128K -1,399 -11%
ACA
393
Atlas Capital Advisors
Wyoming
$1.05M -$751K -8,229 -41%
RBC
394
Roble Belko & Company
Pennsylvania
$1.04M +$91 +1 +0%
BF
395
BOK Financial
Oklahoma
$1.03M -$91K -997 -8%
WEC
396
Winslow Evans & Crocker
Massachusetts
$1.03M +$82.9K +908 +9%
FANJ
397
Financial Architects (New Jersey)
New Jersey
$1.03M -$1.61M -17,619 -61%
BA
398
Bristlecone Advisors
Washington
$1.02M
CA
399
Commerzbank Aktiengesellschaft
Germany
$1.02M
WI
400
Wintrust Investments
Illinois
$1.02M

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.