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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
EWM
451
Evercore Wealth Management
New York
$704K +$14.2K +156 +2%
LWAC
452
Laurel Wealth Advisors (California)
California
$704K +$65.2K +714 +10%
WJWM
453
Williams Jones Wealth Management
New York
$697K +$706K +7,735 New
CPA
454
Court Place Advisors
Maryland
$695K -$28.8K -315 -4%
VWM
455
Valley Wealth Managers
New Jersey
$692K -$25.4K -278 -3%
MC
456
Moors & Cabot
Massachusetts
$690K +$236K +2,584 +51%
CIAS
457
Capital Investment Advisory Services
North Carolina
$675K -$77.3K -847 -10%
CTB
458
Country Trust Bank
Illinois
$671K -$12.6K -138 -2%
FCFC
459
First Commonwealth Financial Corp
Pennsylvania
$670K -$473K -5,179 -41%
AllianceBernstein
460
AllianceBernstein
Tennessee
$669K -$1.74K -19 -0.3%
CWM
461
Cornerstone Wealth Management
Missouri
$668K -$213K -2,333 -24%
MOS
462
MGO One Seven
Ohio
$668K -$25K -274 -4%
RBFC
463
Roman Butler Fullerton & Co
Missouri
$664K +$106K +1,157 +19%
SC
464
SouthState Corp
Florida
$660K -$91.3K -1,000 -12%
BCM
465
BTR Capital Management
California
$659K
RIA
466
RPG Investment Advisory
California
$656K -$5.48K -60 -0.8%
DCC
467
Dow Chemical Company
Michigan
$651K -$2.29M -25,032 -78%
EWM
468
Endurance Wealth Management
Rhode Island
$648K -$121K -1,324 -16%
SIM
469
Sterling Investment Management
Arizona
$645K -$20.5K -224 -3%
NFP
470
Narus Financial Partners
Utah
$641K +$91 +1 +0%
Wolverine Trading
471
Wolverine Trading
Illinois
$641K +$655K +7,177 New
AWCI
472
Alpine Woods Capital Investors
New York
$631K
Comerica Bank
473
Comerica Bank
Texas
$630K +$87.6K +959 +16%
Kovitz Investment Group Partners
474
Kovitz Investment Group Partners
Illinois
$626K +$635K +6,950 New
AIC
475
Ameritas Investment Company
Nebraska
$622K +$28.3K +310 +5%

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.