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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
Cerity Partners
451
Cerity Partners
New York
$817K -$15.8K -175 -2%
Renaissance Technologies
452
Renaissance Technologies
New York
$813K -$4.25M -47,000 -83%
SCA
453
Snowden Capital Advisors
New York
$809K -$958K -10,584 -53%
AFM
454
Abbot Financial Management
Massachusetts
$809K -$18.1K -200 -2%
CP
455
Cumberland Partners
Ontario, Canada
$803K +$840K +9,281 New
BFA
456
Beaumont Financial Advisors
Massachusetts
$799K -$3.34M -36,874 -80%
PAS
457
Park Avenue Securities
New York
$795K +$147K +1,627 +22%
SFSG
458
Stearns Financial Services Group
North Carolina
$788K -$20.5K -226 -2%
SIM
459
Sterling Investment Management
Arizona
$787K +$2.81K +31 +0.3%
SWA
460
Stratos Wealth Advisors
Ohio
$787K +$824K +9,100 New
PSUF
461
People's United Financial
Connecticut
$772K +$328K +3,619 +68%
GVAG
462
Great Valley Advisor Group
Delaware
$764K +$799K +8,829 New
VC
463
Vicus Capital
Pennsylvania
$759K -$71.1K -786 -8%
DLCIG
464
D.L. Carlson Investment Group
New Hampshire
$759K +$18.1K +200 +2%
Jones Financial Companies
465
Jones Financial Companies
Missouri
$759K +$188K +2,073 +31%
MOS
466
MGO One Seven
Ohio
$757K +$64.3K +711 +9%
USGIU
467
U.S. Global Investors (USGI)
Texas
$754K +$219K +2,416 +38%
VWM
468
Valley Wealth Managers
New Jersey
$748K +$531K +5,867 +211%
EWM
469
Endurance Wealth Management
Rhode Island
$746K -$82.5K -912 -10%
LC
470
LCNB Corp
Ohio
$736K
AAMA
471
Advanced Asset Management Advisors
Ohio
$736K +$770K +8,513 New
PBT
472
Pictet Bank & Trust
Bahamas
$734K
FHA
473
Flagship Harbor Advisors
Massachusetts
$732K -$69.7K -770 -8%
IA
474
IndexIQ Advisors
New York
$728K -$458K -5,061 -38%
SCM
475
SOL Capital Management
Maryland
$724K -$18.1K -200 -2%

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.