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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
UR
551
USCA RIA
Texas
$517K +$541K +5,974 New
WIM
552
Westside Investment Management
California
$514K -$27.2K -300 -5%
KLCM
553
KG&L Capital Management
Louisiana
$510K +$530K +5,851 New
JGC
554
J. Goldman & Co
New York
$503K +$271K +2,994 +106%
MA
555
MCF Advisors
Kentucky
$493K +$297K +3,278 +135%
GAB
556
German American Bancorp
Indiana
$493K +$516K +5,702 New
Prudential Financial
557
Prudential Financial
New Jersey
$489K -$38.6K -426 -7%
CT
558
Cambridge Trust
Massachusetts
$484K +$48.4K +535 +11%
CCT
559
Country Club Trust
Missouri
$481K +$9.59K +106 +2%
OIA
560
Optimum Investment Advisors
Illinois
$478K
BCA
561
Bray Capital Advisors
Florida
$476K -$362K -4,005 -42%
FFBTD
562
First Financial Bank - Trust Division
Ohio
$476K -$724 -8 -0.1%
BWM
563
Buckley Wealth Management
Nevada
$476K
GIA
564
Gladstone Institutional Advisory
Florida
$474K +$496K +5,485 New
FPS
565
Fieldpoint Private Securities
Connecticut
$473K +$372K +4,115 +305%
TC
566
TownSquare Capital
Utah
$473K +$474K +5,235 New
FIM
567
Fernwood Investment Management
Massachusetts
$471K
MLL
568
Moody Lynn & Lieberson
Massachusetts
$470K
PPP
569
Private Portfolio Partners
New Jersey
$470K +$491K +5,428 New
MHS
570
M Holdings Securities
Oregon
$467K +$45.4K +502 +10%
LWAC
571
Laurel Wealth Advisors (California)
California
$466K
SCA
572
Sage Capital Advisors
South Dakota
$466K +$487K +5,384 New
BSW
573
Buckingham Strategic Wealth
Missouri
$464K +$13.5K +149 +3%
MA
574
MUFG Americas
New York
$464K +$48.5K +536 +11%
FT
575
Fiduciary Trust
Massachusetts
$462K

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.