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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
GP
526
Greenline Partners
New York
$581K
Koshinski Asset Management
527
Koshinski Asset Management
Illinois
$578K -$42.5K -470 -7%
FI
528
Financial Insights
Washington
$574K +$573K +6,327 New
HFS
529
Howard Financial Services
Texas
$574K +$601K +6,640 New
PA
530
PFG Advisors
Arizona
$572K +$154K +1,701 +37%
G
531
GenTrust
Florida
$572K +$599K +6,620 New
CS
532
Cannell & Spears
New York
$570K
SBL
533
Sargent Bickham Lagudis
Colorado
$567K -$20K -221 -3%
CAM
534
Concorde Asset Management
Michigan
$567K +$7.78K +86 +1%
ACG
535
Allen Capital Group
Nebraska
$564K -$114K -1,255 -17%
FC
536
Ferris Capital
Massachusetts
$562K
SBH
537
Segall Bryant & Hamill
Illinois
$562K +$98.8K +1,092 +20%
MIM
538
Marco Investment Management
Georgia
$561K
GIM
539
Goelzer Investment Management
Indiana
$560K +$12.4K +137 +2%
BW
540
Bison Wealth
Georgia
$558K +$584K +6,454 New
IGGA
541
Iron Gate Global Advisors
Utah
$556K +$272 +3 +0%
CIAS
542
Capital Investment Advisory Services
North Carolina
$555K -$84.4K -933 -13%
Comerica Bank
543
Comerica Bank
Texas
$552K +$23.6K +261 +4%
PFM
544
Peak Financial Management
Massachusetts
$542K
PFA
545
Pettinga Financial Advisors
Indiana
$541K +$566K +6,250 New
RIA
546
RPG Investment Advisory
California
$540K +$24.2K +267 +4%
SCC
547
Spring Creek Capital
Kansas
$537K +$561K +6,202 New
RPG
548
Risk Paradigm Group
Texas
$533K +$30.5K +337 +6%
DC
549
Davenport & Co
Virginia
$530K +$104K +1,150 +23%
MAM
550
Meeder Asset Management
Ohio
$528K -$503K -5,563 -48%

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.