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State Street Health Care Select Sector SPDR ETF

757 hedge funds and large institutions have $11.8B invested in State Street Health Care Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 246 increasing their positions, 310 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.38% more ownership

Funds ownership: 74.2%77.58% (+3.4%)

1% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 82

2% less funds holding

Funds holding: 769757 (-12)

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

5% less capital invested

Capital invested by funds: $12.4B → $11.8B (-$665M)

18% less call options, than puts

Call options by funds: $504M | Put options by funds: $612M

21% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 310

Holders
757
Holders Change
-12
Holders Change %
-1.56%
% of All Funds
17.35%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
1.28%
New
81
Increased
246
Reduced
310
Closed
82
Calls
$504M
Puts
$612M
Net Calls
-$108M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
476
FormulaFolio Investments
Michigan
$428K +$17.4K +204 +4%
GWM
477
Geneos Wealth Management
Colorado
$416K -$76.7K -900 -15%
TFF
478
The Family Firm
Maryland
$414K +$3.66K +43 +0.9%
RMAM
479
Raab & Moskowitz Asset Management
New Jersey
$413K +$12.1K +142 +3%
CCMG
480
Clark Capital Management Group
Pennsylvania
$413K +$120K +1,408 +38%
RT
481
Rockland Trust
Massachusetts
$411K -$3.42M -40,189 -89%
DCM
482
Donaldson Capital Management
Indiana
$410K -$701K -8,225 -62%
LJHT
483
Laurie J. Hall Trustee
$410K
CWA
484
Clarus Wealth Advisors
Arizona
$408K -$852K -10,005 -67%
TAF
485
Tredje AP-fonden
Sweden
$407K
LFS
486
Legacy Financial Strategies
Kansas
$405K +$36.5K +428 +9%
WIM
487
Westside Investment Management
California
$397K +$19.4K +228 +5%
FT
488
Fiduciary Trust
Massachusetts
$394K
PCM
489
Parsons Capital Management
Rhode Island
$393K -$83.1K -975 -17%
CIAS
490
Capital Investment Advisory Services
North Carolina
$391K -$62.5K -734 -13%
RPG
491
Risk Paradigm Group
Texas
$387K
FHA
492
Flagship Harbor Advisors
Massachusetts
$385K -$60.8K -714 -13%
YWP
493
YorkBridge Wealth Partners
New York
$381K -$6.39K -75 -2%
SAM
494
Silvercrest Asset Management
New York
$379K -$244K -2,866 -38%
NEPWA
495
New England Private Wealth Advisors
Massachusetts
$376K
DSAM
496
Dock Street Asset Management
Florida
$372K -$122K -1,432 -24%
VCA
497
Verdence Capital Advisors
Maryland
$370K -$2.56K -30 -0.7%
AIP
498
Ahrens Investment Partners
Louisiana
$370K
FIB
499
First Interstate Bank
Montana
$370K +$261K +3,064 +207%
RIA
500
Regal Investment Advisors
Michigan
$369K -$49.8K -585 -11%

XLV Hedge Fund Activity: Q1 2018 in Review

757 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2018, worth a combined $11.8B — down 5.3% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of XLV and 81 opened new positions — a net loss of 1 holder — while 310 trimmed existing stakes and 246 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $270M. The largest seller was Barclays, cutting an estimated $464M.

  • 757 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2018, down from 769 in Q4 2017.
  • Funds reported $11.8B of State Street Health Care Select Sector SPDR ETF stock for Q1 2018, down 5.3% quarter-over-quarter.
  • 81 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2018 and 82 closed out, a net change of -1 holder.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2018 was BNP Paribas Financial Markets, an estimated $270M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2018 was Barclays, an estimated $464M sold.

Based on aggregated 13F filings for Q1 2018.