We are live on ! Find out more
XLV icon

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
FCAG
501
First Capital Advisors Group
New Jersey
$652K -$305K -3,369 -31%
RJT
502
Raymond James Trust
Florida
$650K +$86.3K +954 +15%
PCA
503
Peddock Capital Advisors
Massachusetts
$647K +$4.98K +55 +0.7%
NEAM
504
New England Asset Management
Connecticut
$640K +$670K +7,400 New
CCB
505
Cutter & Co Brokerage
Missouri
$639K +$119K +1,311 +22%
FMTCOCP
506
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$638K -$20.4K -225 -3%
PMG
507
ProVise Management Group
Florida
$637K +$59.4K +656 +10%
MIG
508
McGuire Investment Group
Rhode Island
$632K -$7.51K -83 -1%
PG
509
Patten Group
Tennessee
$624K -$64.9K -717 -9%
VAM
510
Visionary Asset Management
Texas
$622K -$578K -6,388 -47%
NEIRG
511
New England Investment & Retirement Group
Massachusetts
$618K +$115K +1,267 +22%
HCM
512
Hilton Capital Management
New York
$611K +$639K +7,065 New
WIC
513
Woodmont Investment Counsel
Tennessee
$610K
GWM
514
Greenwich Wealth Management
Connecticut
$609K +$18.6K +206 +3%
AWCI
515
Alpine Woods Capital Investors
New York
$606K +$634K +7,000 New
FI
516
FormulaFolio Investments
Michigan
$605K
ECM
517
Exchange Capital Management
Michigan
$603K -$60.8K -672 -9%
PFPT
518
Pinnacle Financial Partners (Tennessee)
Tennessee
$599K +$448K +4,955 +252%
AC
519
Abbrea Capital
California
$598K +$40.8K +451 +7%
CIA
520
CSat Investment Advisory
Michigan
$594K +$145K +1,598 +30%
PCMC
521
Paragon Capital Management (Colorado)
Colorado
$593K +$621K +6,858 New
AGA
522
Arkos Global Advisors
Texas
$593K +$621K +6,860 New
FGC
523
Financial Gravity Companies
Texas
$589K +$588K +6,493 New
FMC
524
First Merchants Corp
Indiana
$586K -$18.1K -200 -3%
CL
525
CPWM LLC
Washington
$582K

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.