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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
ACG
526
Allen Capital Group
Nebraska
$495K -$52.1K -571 -9%
FFBTD
527
First Financial Bank - Trust Division
Ohio
$491K -$3.1K -34 -0.6%
MLL
528
Moody Lynn & Lieberson
Massachusetts
$489K -$905K -9,910 -65%
Brown Advisory
529
Brown Advisory
Maryland
$488K +$71.9K +787 +17%
GWM
530
Greenwich Wealth Management
Connecticut
$484K -$65.1K -713 -12%
KLCM
531
KG&L Capital Management
Louisiana
$484K -$5.66K -62 -1%
FT
532
Fiduciary Trust
Massachusetts
$482K
FIM
533
Fernwood Investment Management
Massachusetts
$482K +$21.7K +238 +5%
CT
534
Cambridge Trust
Massachusetts
$476K -$18.3K -200 -4%
BWP
535
Bernardo Wealth Planning
Pennsylvania
$475K +$2.56K +28 +0.5%
WT
536
Whittier Trust
California
$473K +$85.4K +935 +22%
MWA
537
Meridian Wealth Advisors
Texas
$467K
TFF
538
The Family Firm
Maryland
$467K +$2.01K +22 +0.4%
BSW
539
Buckingham Strategic Wealth
Missouri
$465K -$84.7K -928 -15%
SCM
540
Symons Capital Management
Pennsylvania
$457K +$463K +5,067 New
MFG
541
Magnus Financial Group
New York
$451K -$35.2K -386 -7%
SMFS
542
Squar Milner Financial Services
California
$446K +$163K +1,784 +73%
HF
543
HRT Financial
New York
$443K +$164K +1,792 +57%
SS
544
Sunbelt Securities
Texas
$438K +$202K +2,211 +84%
Bank of Nova Scotia
545
Bank of Nova Scotia
Ontario, Canada
$437K -$256K -2,804 -37%
W
546
WealthOne
New York
$437K -$49.9K -546 -10%
JCM
547
Jacobi Capital Management
Pennsylvania
$437K +$3.74K +41 +0.9%
DC
548
Davenport & Co
Virginia
$434K -$22.8K -250 -5%
PG
549
Patten Group
Tennessee
$434K -$5.48K -60 -1%
CP
550
Camelot Portfolios
Ohio
$433K +$438K +4,802 New

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.