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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
SFM
476
Signet Financial Management
New Jersey
$394K +$37.8K +456 +11%
FA
477
FDx Advisors
Illinois
$389K -$284K -3,429 -42%
YWP
478
YorkBridge Wealth Partners
New York
$388K
NEPWA
479
New England Private Wealth Advisors
Massachusetts
$386K
LCM
480
Lucas Capital Management
New Jersey
$381K +$41.4K +500 +12%
AIP
481
Ahrens Investment Partners
Louisiana
$380K
ATC
482
Argent Trust Co
Tennessee
$380K +$29.3K +353 +8%
FPGK
483
Financial Partners Group (Kansas)
Kansas
$378K +$580 +7 +0.2%
EM
484
ELCO Management
New York
$377K +$5.47K +66 +1%
IAA
485
Ironsides Asset Advisors
North Carolina
$376K
HIIFS
486
Harel Insurance Investments & Financial Services
Israel
$374K -$1.81M -21,863 -83%
Comerica Bank
487
Comerica Bank
Texas
$372K +$46K +555 +15%
ERIM
488
Eagle Ridge Investment Management
Connecticut
$368K
FA
489
Fagan Associates
New York
$364K -$8.87K -107 -2%
DBRC
490
D.B. Root & Company
Pennsylvania
$363K -$8.45K -102 -2%
RIA
491
Regal Investment Advisors
Michigan
$362K -$15.7K -190 -4%
SXL
492
Summit X LLC
Missouri
$358K -$12.3K -148 -3%
MHS
493
M Holdings Securities
Oregon
$354K +$46.6K +562 +15%
GHAM
494
Gilman Hill Asset Management
Connecticut
$351K
JCM
495
Jacobi Capital Management
Pennsylvania
$349K -$16.8K -203 -5%
SMC
496
Smith, Moore & Co
Missouri
$345K -$14.1K -170 -4%
FWP
497
FAS Wealth Partners
Kansas
$343K +$1.24K +15 +0.4%
LA
498
Lynch & Associates
Indiana
$342K -$10K -121 -3%
SMFS
499
Squar Milner Financial Services
California
$342K +$12.1K +146 +4%
FNBT
500
FineMark National Bank & Trust
Florida
$342K +$29.6K +357 +10%

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.