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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
FHA
401
First Horizon Advisors
Tennessee
$1.11M +$5.52K +61 +0.5%
MC
402
Mathes Company
New York
$1.1M
PWAG
403
Polaris Wealth Advisory Group
California
$1.09M +$2.9K +32 +0.3%
DI
404
Diligent Investors
California
$1.09M -$9.87K -109 -0.9%
CA
405
Calton & Associates
Florida
$1.07M +$113K +1,249 +11%
ATC
406
Argent Trust Co
Tennessee
$1.06M +$742K +8,193 +200%
MA
407
Mutual Advisors
Nebraska
$1.06M -$369K -4,082 -25%
WT
408
Whittier Trust
California
$1.06M +$789K +8,717 +250%
WCM
409
Weatherstone Capital Management
Colorado
$1.04M +$732K +8,090 +258%
BFEC
410
Benjamin F. Edwards & Company
Missouri
$1.02M -$1.77M -19,502 -62%
SFM
411
Signet Financial Management
New Jersey
$1.02M +$618K +6,823 +139%
BO
412
Bach Option
Hong Kong
$1.01M +$1.06M +11,677 New
Brown Advisory
413
Brown Advisory
Maryland
$1.01M +$829K +9,164 +369%
WI
414
Wintrust Investments
Illinois
$1M +$381K +4,215 +57%
AAS
415
Avantax Advisory Services
Texas
$998K +$1.04M +11,508 New
SG
416
StoneX Group
New York
$996K +$278K +3,075 +36%
HWA
417
Hillcrest Wealth Advisors
New Jersey
$991K +$1.04M +11,459 New
BA
418
Bristlecone Advisors
Washington
$982K
WCM
419
WealthBridge Capital Management
Ohio
$974K +$1.02M +11,263 New
Susquehanna International Group
420
Susquehanna International Group
Pennsylvania
$972K -$12.8M -140,969 -93%
TG
421
TLP Group
Illinois
$971K +$1.1M +12,148 New
Mariner
422
Mariner
Kansas
$967K +$346K +3,824 +52%
BCP
423
Blue Chip Partners
Michigan
$967K +$1.01M +11,179 New
BWM
424
BigSur Wealth Management
Florida
$962K
Public Sector Pension Investment Board (PSP Investments)
425
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$958K -$7.05M -77,920 -88%

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.