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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
PCM
576
Parsons Capital Management
Rhode Island
$395K -$5.48K -60 -1%
AIP
577
Ahrens Investment Partners
Louisiana
$394K -$5.93K -65 -1%
BC
578
Brinker Capital
Pennsylvania
$392K +$913 +10 +0.2%
FA
579
Fagan Associates
New York
$392K +$13.5K +148 +4%
SIC
580
Sigma Investment Counselors
Michigan
$389K -$267K -2,924 -40%
NEIRG
581
New England Investment & Retirement Group
Massachusetts
$385K -$89.9K -985 -19%
NS
582
NewDay Solutions
New Hampshire
$385K
BCP
583
Berkeley Capital Partners
Georgia
$384K -$184K -2,019 -32%
RMAM
584
Raab & Moskowitz Asset Management
New Jersey
$382K -$46.5K -509 -11%
PA
585
PFG Advisors
Arizona
$380K -$126K -1,381 -24%
FWP
586
FAS Wealth Partners
Kansas
$378K +$1.55K +17 +0.4%
TNB
587
TCF National Bank
South Dakota
$378K +$383K +4,190 New
CWM
588
Cranbrook Wealth Management
Michigan
$377K +$310K +3,392 +430%
PA
589
Parallel Advisors
California
$375K -$9.59K -105 -2%
GG
590
Gofen & Glossberg
Illinois
$373K +$18.3K +200 +5%
VCM
591
Virtue Capital Management
Tennessee
$373K +$90.2K +988 +31%
QPWM
592
Quadrant Private Wealth Management
Pennsylvania
$372K -$822 -9 -0.2%
TRCT
593
Tower Research Capital (TRC)
New York
$370K -$1.36M -14,882 -78%
AIM
594
Axiom Investment Management
New York
$369K -$66.9K -733 -15%
GHAM
595
Gilman Hill Asset Management
Connecticut
$365K
CTC
596
Central Trust Company
Missouri
$363K +$59.9K +656 +19%
UR
597
USCA RIA
Texas
$361K -$18.3K -200 -5%
OAM
598
Oppenheimer Asset Management
New York
$360K -$21.4K -234 -6%
1WA
599
180 Wealth Advisors
Washington
$359K
LA
600
Lynch & Associates
Indiana
$356K

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.