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State Street Health Care Select Sector SPDR ETF

741 hedge funds and large institutions have $11.2B invested in State Street Health Care Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 254 increasing their positions, 281 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 281

2% less funds holding

Funds holding: 756741 (-15)

4.16% less ownership

Funds ownership: 77.57%73.42% (-4.2%)

5% less capital invested

Capital invested by funds: $11.8B → $11.2B (-$616M)

11% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 71

13% less funds holding in top 10

Funds holding in top 10: 5649 (-7)

30% less call options, than puts

Call options by funds: $371M | Put options by funds: $527M

Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
16.96%
Holding in Top 10
49
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.5%
% of All Funds
1.12%
New
63
Increased
254
Reduced
281
Closed
71
Calls
$371M
Puts
$527M
Net Calls
-$156M
Net Calls Change
-$47.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
551
Carroll Financial Associates
North Carolina
$251K +$49.1K +592 +24%
IIA
552
IPG Investment Advisors
California
$251K -$29K -350 -10%
NCM
553
Narwhal Capital Management
Georgia
$250K
TFCP
554
Twin Focus Capital Partners
Massachusetts
$250K
AFP
555
Ausdal Financial Partners
Iowa
$249K -$75K -905 -23%
DG
556
Delek Group
Israel
$248K +$247K +2,975 New
JG
557
Jefferies Group
New York
$246K -$6.54M -78,882 -96%
WAM
558
Wealthspire Advisors (Maryland)
Maryland
$240K -$4.39K -53 -2%
LJHT
559
Laurie J. Hall Trustee
$238K -$181K -2,185 -43%
SAM
560
Seelaus Asset Management
New Jersey
$238K
Hudson Bay Capital Management
561
Hudson Bay Capital Management
Connecticut
$238K +$236K +2,850 New
Tudor Investment Corp
562
Tudor Investment Corp
Connecticut
$236K +$234K +2,829 New
CAN
563
Claraphi Advisory Network
United States
$233K +$20.6K +248 +10%
Truist Financial
564
Truist Financial
North Carolina
$232K -$23.5K -284 -9%
Cerity Partners
565
Cerity Partners
New York
$231K +$746 +9 +0.3%
AMM
566
American Money Management
California
$230K -$829 -10 -0.4%
GEA
567
Glen Eagle Advisors
New Jersey
$229K +$4.14K +50 +2%
GC
568
Grimes & Company
Massachusetts
$229K +$227K +2,742 New
VWM
569
Valley Wealth Managers
New Jersey
$228K
CRC
570
Curi RMB Capital
Illinois
$226K +$225K +2,713 New
APP
571
Avantax Planning Partners
Iowa
$225K -$41K -495 -15%
BCA
572
Benchmark Capital Advisors
New York
$225K -$33.1K -400 -13%
QCM
573
Quadrant Capital Management
New Jersey
$225K +$224K +2,700 New
SFP
574
Shepherd Financial Partners
Massachusetts
$222K +$220K +2,650 New
Brown Advisory
575
Brown Advisory
Maryland
$220K -$8.21K -99 -4%

XLV Hedge Fund Activity: Q2 2018 in Review

741 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2018, worth a combined $11.2B — down 5.2% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of XLV and 63 opened new positions — a net loss of 8 holders — while 281 trimmed existing stakes and 254 added.

The largest buyer was Bank of America, adding an estimated $112M. The largest seller was NWI Management, exiting entirely with an estimated $241M sold.

  • 741 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2018, down from 756 in Q1 2018.
  • Funds reported $11.2B of State Street Health Care Select Sector SPDR ETF stock for Q2 2018, down 5.2% quarter-over-quarter.
  • 63 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2018 and 71 closed out, a net change of -8 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $112M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2018 was NWI Management, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2018.