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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
MA
551
MUFG Americas
New York
$428K
HFS
552
Howard Financial Services
Texas
$427K -$110K -1,200 -20%
WIC
553
Woodmont Investment Counsel
Tennessee
$426K +$18.3K +200 +4%
C
554
Cerebellum
California
$426K +$432K +4,730 New
RWML
555
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$425K +$430K +4,714 New
SFSG
556
Stearns Financial Services Group
North Carolina
$423K -$14.3K -157 -3%
RIA
557
Regal Investment Advisors
Michigan
$421K -$5.11K -56 -1%
AIL
558
AGF Investments LLC
Ontario, Canada
$421K +$122K +1,332 +40%
CWS
559
Cypress Wealth Services
California
$420K +$14.7K +161 +4%
SFM
560
Stack Financial Management
Montana
$420K +$426K +4,663 New
DIM
561
Delta Investment Management
California
$419K +$425K +4,659 New
NEPWA
562
New England Private Wealth Advisors
Massachusetts
$417K -$13.3K -146 -3%
OIA
563
Optimum Investment Advisors
Illinois
$415K -$45.7K -500 -10%
JPLA
564
Joseph P. Lucia & Associates
New York
$414K +$2.1K +23 +0.5%
Neuberger Berman Group
565
Neuberger Berman Group
New York
$413K -$147K -1,609 -26%
SBL
566
Sargent Bickham Lagudis
Colorado
$406K -$172K -1,884 -29%
IAA
567
Ironsides Asset Advisors
North Carolina
$406K
Jones Financial Companies
568
Jones Financial Companies
Missouri
$405K +$34K +372 +9%
H
569
HoyleCohen
California
$404K -$17.3K -189 -4%
FPS
570
Fieldpoint Private Securities
Connecticut
$404K
EW
571
Evoke Wealth
California
$403K +$408K +4,468 New
KFGK
572
Keystone Financial Group (Kentucky)
Kentucky
$402K -$6.94K -76 -2%
SDAM
573
Shulman DeMeo Asset Management
New York
$402K +$1.37K +15 +0.3%
EM
574
ELCO Management
New York
$402K +$3.01K +33 +0.7%
OCM
575
Orleans Capital Management
Louisiana
$401K -$155K -1,700 -28%

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.