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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
CWM
601
Catamount Wealth Management
Connecticut
$396K +$18.4K +203 +5%
LA
602
LVW Advisors
New York
$395K -$31.2K -345 -7%
FWP
603
FAS Wealth Partners
Kansas
$393K +$37.3K +412 +10%
SMC
604
Smith, Moore & Co
Missouri
$392K -$18.9K -209 -4%
RIA
605
Regal Investment Advisors
Michigan
$392K +$410K +4,530 New
PAM
606
Private Asset Management
California
$389K -$61.8K -683 -13%
UF
607
Univest Financial
Pennsylvania
$383K +$401K +4,432 New
ERIM
608
Eagle Ridge Investment Management
Connecticut
$382K
UFF
609
USA Financial Formulas
Michigan
$378K -$117K -1,298 -25%
EM
610
ELCO Management
New York
$378K
FA
611
Fagan Associates
New York
$371K +$1.36K +15 +0.4%
SFM
612
Stack Financial Management
Montana
$369K +$386K +4,262 New
GHAM
613
Gilman Hill Asset Management
Connecticut
$363K
W
614
WealthOne
New York
$360K +$376K +4,159 New
CWA
615
Clarus Wealth Advisors
Arizona
$359K -$333K -3,675 -47%
TA
616
Tiedemann Advisors
New York
$358K +$375K +4,144 New
FPGK
617
Financial Partners Group (Kansas)
Kansas
$357K +$905 +10 +0.2%
QPWM
618
Quadrant Private Wealth Management
Pennsylvania
$356K +$13K +144 +4%
LA
619
Lynch & Associates
Indiana
$355K
KFGK
620
Keystone Financial Group (Kentucky)
Kentucky
$349K +$89K +983 +32%
PCA
621
Private Capital Advisors
Connecticut
$346K
GT
622
Glenview Trust
Kentucky
$345K -$724 -8 -0.2%
William Blair Investment Management
623
William Blair Investment Management
Illinois
$342K
MFG
624
Magnus Financial Group
New York
$342K +$358K +3,952 New
JCM
625
Jacobi Capital Management
Pennsylvania
$339K -$18.4K -203 -5%

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.