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State Street Health Care Select Sector SPDR ETF

888 hedge funds and large institutions have $13.1B invested in State Street Health Care Select Sector SPDR ETF in 2019 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 288 increasing their positions, 362 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 90

2% less funds holding

Funds holding: 903888 (-15)

2.68% less ownership

Funds ownership: 74.43%71.74% (-2.7%)

4% less funds holding in top 10

Funds holding in top 10: 7976 (-3)

10% less capital invested

Capital invested by funds: $14.5B → $13.1B (-$1.42B)

20% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 362

46% less call options, than puts

Call options by funds: $682M | Put options by funds: $1.26B

Holders
888
Holders Change
-15
Holders Change %
-1.66%
% of All Funds
19.29%
Holding in Top 10
76
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.8%
% of All Funds
1.65%
New
91
Increased
288
Reduced
362
Closed
90
Calls
$682M
Puts
$1.26B
Net Calls
-$573M
Net Calls Change
-$426M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
501
Abbrea Capital
California
$614K
FMC
502
First Merchants Corp
Indiana
$611K +$4.32K +48 +0.7%
CS
503
Cannell & Spears
New York
$610K
AIC
504
Ameritas Investment Company
Nebraska
$609K -$245K -2,726 -29%
MIM
505
Marco Investment Management
Georgia
$609K +$8.99K +100 +2%
RT
506
Rockland Trust
Massachusetts
$608K +$16.6K +185 +3%
CAM
507
Cresset Asset Management
Illinois
$606K +$393K +4,371 +201%
PMG
508
ProVise Management Group
Florida
$604K -$27.1K -301 -4%
FC
509
Ferris Capital
Massachusetts
$602K
AIA
510
Avalon Investment & Advisory
Texas
$599K +$105K +1,169 +22%
GSWM
511
Golden State Wealth Management
California
$595K -$130K -1,449 -18%
ATFA
512
All Terrain Financial Advisors
Minnesota
$594K -$14.7K -163 -2%
SBL
513
Sargent Bickham Lagudis
Colorado
$592K
BCP
514
Berkeley Capital Partners
Georgia
$582K -$675K -7,511 -54%
CC
515
Claybrook Capital
Massachusetts
$581K +$94.4K +1,050 +20%
BHWM
516
Bay Harbor Wealth Management
Maryland
$580K +$6.11K +68 +1%
PFM
517
Peak Financial Management
Massachusetts
$579K -$1.35K -15 -0.2%
CWA
518
Clarus Wealth Advisors
Arizona
$578K +$12.6K +140 +2%
LA
519
LVW Advisors
New York
$575K +$28.3K +315 +5%
RBFC
520
Roman Butler Fullerton & Co
Missouri
$575K +$28.9K +322 +5%
EIP
521
Ellis Investment Partners
Pennsylvania
$575K +$359K +3,998 +183%
Neuberger Berman Group
522
Neuberger Berman Group
New York
$574K +$228K +2,532 +69%
FI
523
Financial Insights
Washington
$573K
SBH
524
Segall Bryant & Hamill
Illinois
$573K +$55.9K +622 +11%
OCM
525
Orleans Capital Management
Louisiana
$570K -$76.4K -850 -12%

XLV Hedge Fund Activity: Q2 2019 in Review

888 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2019, worth a combined $13.1B — down 9.8% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new XLV positions and 90 closed out — a net gain of 1 holder — while 288 added to existing stakes and 362 trimmed.

The largest buyer was Elliott Management, opening a new position worth an estimated $191M. The largest seller was Bank of America, cutting an estimated $558M.

  • 888 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2019, down from 903 in Q1 2019.
  • Funds reported $13.1B of State Street Health Care Select Sector SPDR ETF stock for Q2 2019, down 9.8% quarter-over-quarter.
  • 91 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2019 and 90 closed out, a net change of +1 holder.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2019 was Elliott Management, an estimated $191M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2019 was Bank of America, an estimated $558M sold.

Based on aggregated 13F filings for Q2 2019.