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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
BCFS
476
Butensky & Cohen Financial Security
Florida
$722K +$3.17K +35 +0.4%
GEM
477
Global Endowment Management
North Carolina
$721K +$149K +1,650 +25%
CA
478
Corrado Advisors
New Jersey
$720K -$12.8K -141 -2%
RVPG
479
Relative Value Partners Group
$719K -$3.61M -39,835 -83%
CNC
480
Citizens & Northern Corp
Pennsylvania
$717K +$750K +8,283 New
SC
481
SouthState Corp
Florida
$711K -$52.6K -581 -7%
CPA
482
Court Place Advisors
Maryland
$711K +$9.05K +100 +1%
AF
483
Affiance Financial
Minnesota
$710K -$52K -574 -7%
OCM
484
Orleans Capital Management
Louisiana
$709K +$4.53K +50 +0.6%
RT
485
Rockland Trust
Massachusetts
$704K +$236K +2,611 +47%
AWM
486
AE Wealth Management
Kansas
$699K -$117K -1,293 -14%
LA
487
Legacy Advisors
Pennsylvania
$698K +$16.3K +180 +2%
CG
488
Colony Group
Massachusetts
$697K +$103K +1,139 +16%
RBFC
489
Roman Butler Fullerton & Co
Missouri
$697K +$721K +7,966 New
IFWM
490
Institute for Wealth Management
Colorado
$692K +$724K +8,001 New
GRP
491
Global Retirement Partners
California
$688K -$131K -1,443 -15%
VAG
492
VisionPoint Advisory Group
Texas
$682K +$714K +7,884 New
GFS
493
GYL Financial Synergies
Connecticut
$672K +$703K +7,768 New
SGCA
494
Steel Grove Capital Advisors
Tennessee
$670K +$701K +7,742 New
Bank of Nova Scotia
495
Bank of Nova Scotia
Ontario, Canada
$665K -$45M -497,626 -98%
EWM
496
Evercore Wealth Management
New York
$664K -$7.42K -82 -1%
DCM
497
Donaldson Capital Management
Indiana
$663K +$146K +1,614 +27%
ATFA
498
All Terrain Financial Advisors
Minnesota
$662K -$28.1K -310 -4%
AllianceBernstein
499
AllianceBernstein
Tennessee
$662K -$7.33K -81 -1%
FCFC
500
First Commonwealth Financial Corp
Pennsylvania
$655K +$298K +3,298 +77%

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.