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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
RG
451
Rikoon Group
New Mexico
$456K +$169K +2,034 +59%
FIM
452
Fernwood Investment Management
Massachusetts
$454K -$24.7K -298 -5%
GRP
453
Global Retirement Partners
California
$453K +$80.1K +966 +22%
P
454
PhaseCapital
New York
$450K -$6.71M -81,000 -94%
UFF
455
USA Financial Formulas
Michigan
$450K -$9.61K -116 -2%
Koshinski Asset Management
456
Koshinski Asset Management
Illinois
$449K -$18.1K -218 -4%
AAMA
457
Advanced Asset Management Advisors
Ohio
$443K -$70.5K -851 -14%
WTB
458
Washington Trust Bank
Washington
$441K -$5.05K -61 -1%
CCMG
459
Clark Capital Management Group
Pennsylvania
$429K +$5.97K +72 +1%
PFS
460
Prospera Financial Services
Texas
$429K +$174K +2,102 +70%
JIP
461
Jaffetilchin Investment Partners
Florida
$429K +$426K +5,138 New
OAM
462
Oppenheimer Asset Management
New York
$426K -$148K -1,788 -26%
BCA
463
Bray Capital Advisors
Florida
$423K -$165K -1,995 -28%
RMAM
464
Raab & Moskowitz Asset Management
New Jersey
$423K
IGGA
465
Iron Gate Global Advisors
Utah
$418K +$83.1K +1,003 +25%
SG
466
StoneX Group
New York
$418K +$175K +2,115 +73%
TAF
467
Tredje AP-fonden
Sweden
$417K
CIA
468
CSat Investment Advisory
Michigan
$417K +$414K +4,992 New
FB
469
Fulton Bank
Pennsylvania
$415K +$412K +4,974 New
RT
470
Rockland Trust
Massachusetts
$413K -$8.29K -100 -2%
CWA
471
Clarus Wealth Advisors
Arizona
$408K
FT
472
Fiduciary Trust
Massachusetts
$404K
DCM
473
Donaldson Capital Management
Indiana
$402K -$17.7K -214 -4%
CIAS
474
Capital Investment Advisory Services
North Carolina
$402K +$1.91K +23 +0.5%
PCM
475
Parsons Capital Management
Rhode Island
$400K -$2.9K -35 -0.7%

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.