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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
CA
426
Corrado Advisors
New Jersey
$834K +$21.8K +239 +3%
RG
427
Rikoon Group
New Mexico
$829K +$50.3K +551 +6%
RWP
428
RWA Wealth Partners
Massachusetts
$818K
SG
429
StoneX Group
New York
$788K +$70.8K +775 +10%
CF
430
Centaurus Financial
California
$779K +$49.9K +547 +7%
SCM
431
SOL Capital Management
Maryland
$777K
FWCM
432
Ferguson Wellman Capital Management
Oregon
$776K +$4.57K +50 +0.6%
GFS
433
GYL Financial Synergies
Connecticut
$771K +$15K +164 +2%
HNB
434
Huntington National Bank
Ohio
$768K -$45.9K -503 -6%
LC
435
LCNB Corp
Ohio
$767K
SWA
436
Stratos Wealth Advisors
Ohio
$766K -$8.77K -96 -1%
CWP
437
Capital Wealth Planning
Florida
$759K +$371K +4,062 +97%
LA
438
Legacy Advisors
Pennsylvania
$752K +$19.7K +216 +3%
NL
439
NVWM LLC
Pennsylvania
$750K -$50.7K -555 -6%
AF
440
Affiance Financial
Minnesota
$740K
CIA
441
CSat Investment Advisory
Michigan
$739K -$58.9K -645 -7%
DBRC
442
D.B. Root & Company
Pennsylvania
$729K -$92.3K -1,011 -11%
FFN
443
Focus Financial Network
Minnesota
$728K -$77.3K -847 -9%
MIG
444
McGuire Investment Group
Rhode Island
$727K -$6.12K -67 -0.8%
QFA
445
Quattro Financial Advisors
Texas
$724K
BO
446
BRR OpCo
Ohio
$719K +$98.6K +1,080 +16%
CCM
447
Chilton Capital Management
Texas
$717K -$21.1K -231 -3%
TFGT
448
TS Financial Group (TSFG)
Illinois
$713K +$28.6K +313 +4%
VAG
449
VisionPoint Advisory Group
Texas
$712K -$2.01K -22 -0.3%
BCM
450
BlueCrest Capital Management
Jersey
$705K +$714K +7,822 New

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.