We are live on ! Find out more
XLV icon

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
AIA
476
Avalon Investment & Advisory
Texas
$617K +$34.4K +377 +6%
AG
477
Appleton Group
Wisconsin
$610K +$4.02K +44 +0.7%
SIC
478
Salem Investment Counselors
North Carolina
$608K
CL
479
CPWM LLC
Washington
$606K
MIM
480
Marco Investment Management
Georgia
$602K +$9.86K +108 +2%
VC
481
Vicus Capital
Pennsylvania
$599K -$18.5K -203 -3%
AC
482
Abbrea Capital
California
$597K
SFM
483
Signet Financial Management
New Jersey
$596K +$65.3K +715 +13%
BPWA
484
Beacon Pointe Wealth Advisors
California
$596K +$267K +2,923 +79%
CS
485
Cannell & Spears
New York
$594K
WVP
486
Worth Venture Partners
New Jersey
$586K -$842K -9,224 -59%
FC
487
Ferris Capital
Massachusetts
$586K
PCMC
488
Paragon Capital Management (Colorado)
Colorado
$582K -$36.5K -400 -6%
ATFA
489
All Terrain Financial Advisors
Minnesota
$578K +$91 +1 +0%
MAFM
490
Mid Atlantic Financial Management
Pennsylvania
$576K -$87K -953 -13%
GSWM
491
Golden State Wealth Management
California
$573K -$6.39K -70 -1%
FI
492
Financial Insights
Washington
$570K
HWA
493
Heritage Wealth Advisors
Virginia
$568K -$465K -5,091 -45%
CC
494
Claybrook Capital
Massachusetts
$566K
PFM
495
Peak Financial Management
Massachusetts
$563K
CWA
496
Clarus Wealth Advisors
Arizona
$563K +$822 +9 +0.1%
PMG
497
ProVise Management Group
Florida
$560K -$27.5K -301 -5%
NFC
498
Northeast Financial Consultants
Connecticut
$559K +$109K +1,193 +24%
WAS
499
WESPAC Advisors SoCal
California
$555K +$50.6K +554 +10%
RFWA
500
RPg Family Wealth Advisory
Massachusetts
$554K +$6.03K +66 +1%

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.