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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
ECM
576
ExodusPoint Capital Management
New York
$459K +$480K +5,300 New
CSIC
577
Clifford Swan Investment Counsel
California
$457K +$116K +1,284 +32%
PFA
578
Pure Financial Advisors
California
$457K +$478K +5,279 New
AIA
579
Avalon Investment & Advisory
Texas
$453K -$57.6K -636 -11%
MWA
580
Meridian Wealth Advisors
Texas
$449K +$469K +5,185 New
CB
581
Chemical Bank
Michigan
$445K +$77.4K +855 +20%
MC
582
Moors & Cabot
Massachusetts
$443K -$106K -1,168 -19%
TFF
583
The Family Firm
Maryland
$443K +$1.99K +22 +0.4%
OAM
584
Oppenheimer Asset Management
New York
$439K +$14.3K +158 +3%
DG
585
Delek Group
Israel
$439K +$234K +2,587 +114%
DI
586
DFPG Investments
Utah
$437K +$458K +5,056 New
PA
587
Parallel Advisors
California
$433K +$47.6K +526 +12%
SDAM
588
Shulman DeMeo Asset Management
New York
$427K +$446K +4,931 New
SS
589
Sunbelt Securities
Texas
$425K +$11.6K +128 +5%
Neuberger Berman Group
590
Neuberger Berman Group
New York
$422K +$441K +4,875 New
PWM
591
Perigon Wealth Management
California
$421K +$429K +4,740 New
AIP
592
Ahrens Investment Partners
Louisiana
$416K -$7.96K -88 -2%
CCMG
593
Clark Capital Management Group
Pennsylvania
$416K +$8.87K +98 +2%
CA
594
Commerzbank Aktiengesellschaft
Germany
$415K +$22.6K +250 +5%
SFI
595
SPC Financial Inc
Maryland
$412K +$431K +4,767 New
PCM
596
Parsons Capital Management
Rhode Island
$411K -$6.97K -77 -2%
RMAM
597
Raab & Moskowitz Asset Management
New Jersey
$410K +$37.5K +414 +10%
BWP
598
Bernardo Wealth Planning
Pennsylvania
$405K +$423K +4,679 New
NEPWA
599
New England Private Wealth Advisors
Massachusetts
$400K
BPM
600
Bowling Portfolio Management
Ohio
$399K +$417K +4,612 New

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.