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State Street Health Care Select Sector SPDR ETF

741 hedge funds and large institutions have $11.2B invested in State Street Health Care Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 254 increasing their positions, 281 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 281

2% less funds holding

Funds holding: 756741 (-15)

4.16% less ownership

Funds ownership: 77.57%73.42% (-4.2%)

5% less capital invested

Capital invested by funds: $11.8B → $11.2B (-$616M)

11% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 71

13% less funds holding in top 10

Funds holding in top 10: 5649 (-7)

30% less call options, than puts

Call options by funds: $371M | Put options by funds: $527M

Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
16.96%
Holding in Top 10
49
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.5%
% of All Funds
1.12%
New
63
Increased
254
Reduced
281
Closed
71
Calls
$371M
Puts
$527M
Net Calls
-$156M
Net Calls Change
-$47.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MLL
426
Moody Lynn & Lieberson
Massachusetts
$525K +$71.5K +863 +16%
PFM
427
Peak Financial Management
Massachusetts
$523K
NEIRG
428
New England Investment & Retirement Group
Massachusetts
$519K +$57.8K +697 +13%
CT
429
Cambridge Trust
Massachusetts
$514K -$116K -1,401 -19%
AF
430
Advisornet Financial
Minnesota
$512K -$186K -2,243 -27%
GP
431
Greenline Partners
New York
$511K +$508K +6,125 New
CCT
432
Country Club Trust
Missouri
$510K -$55K -664 -10%
RJT
433
Raymond James Trust
Florida
$509K -$84.4K -1,018 -14%
SAM
434
Silvercrest Asset Management
New York
$495K +$106K +1,274 +27%
GIM
435
Goelzer Investment Management
Indiana
$490K +$34.1K +412 +8%
ZIG
436
Zurich Insurance Group
Switzerland
$489K -$430K -5,193 -47%
OIA
437
Optimum Investment Advisors
Illinois
$488K -$24.9K -300 -5%
Jones Financial Companies
438
Jones Financial Companies
Missouri
$488K -$5.22K -63 -1%
RPG
439
Risk Paradigm Group
Texas
$486K +$88.8K +1,072 +23%
AIP
440
Almanack Investment Partners
Pennsylvania
$484K +$481K +5,804 New
WIM
441
Westside Investment Management
California
$481K +$62.2K +750 +15%
FI
442
FormulaFolio Investments
Michigan
$480K +$41.2K +497 +9%
MC
443
Moors & Cabot
Massachusetts
$478K -$16.2K -196 -3%
FFBTD
444
First Financial Bank - Trust Division
Ohio
$477K -$746 -9 -0.2%
BSW
445
Buckingham Strategic Wealth
Missouri
$466K -$117K -1,413 -20%
TFF
446
The Family Firm
Maryland
$466K +$40.9K +493 +10%
SS
447
Simplicity Solutions
Minnesota
$464K +$163K +1,964 +55%
SBH
448
Segall Bryant & Hamill
Illinois
$462K +$459K +5,539 New
LWAC
449
Laurel Wealth Advisors (California)
California
$461K +$19.5K +235 +4%
BWM
450
Buckley Wealth Management
Nevada
$459K

XLV Hedge Fund Activity: Q2 2018 in Review

741 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2018, worth a combined $11.2B — down 5.2% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of XLV and 63 opened new positions — a net loss of 8 holders — while 281 trimmed existing stakes and 254 added.

The largest buyer was Bank of America, adding an estimated $112M. The largest seller was NWI Management, exiting entirely with an estimated $241M sold.

  • 741 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2018, down from 756 in Q1 2018.
  • Funds reported $11.2B of State Street Health Care Select Sector SPDR ETF stock for Q2 2018, down 5.2% quarter-over-quarter.
  • 63 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2018 and 71 closed out, a net change of -8 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $112M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2018 was NWI Management, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2018.