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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
AIM
601
Allen Investment Management
New York
$355K
CBA
602
Coastal Bridge Advisors
Connecticut
$355K +$359K +3,934 New
PWP
603
Principle Wealth Partners
Connecticut
$353K +$156K +1,705 +77%
PWM
604
Perigon Wealth Management
California
$352K -$44.7K -490 -11%
GEA
605
Glen Eagle Advisors
New Jersey
$351K
ACM
606
Azimuth Capital Management
Michigan
$347K -$7.39K -81 -2%
AWM
607
Altavista Wealth Management
North Carolina
$345K +$99.1K +1,085 +39%
YWP
608
YorkBridge Wealth Partners
New York
$339K -$3.2K -35 -0.9%
BFG
609
Bouchey Financial Group
New York
$338K
ECM
610
Evergreen Capital Management
Washington
$338K
SFA
611
Sequoia Financial Advisors
Ohio
$337K -$8.22K -90 -2%
AAMA
612
Advanced Asset Management Advisors
Ohio
$337K +$7.94K +87 +2%
SBWM
613
Sunflower Bank Wealth Management
Arizona
$334K -$46.6K -510 -12%
PWM
614
Paulson Wealth Management
Illinois
$333K -$91K -997 -21%
SCM
615
Stellar Capital Management
Arizona
$331K -$5.93K -65 -2%
ACM
616
Atlanta Capital Management
Georgia
$331K
PAM
617
Private Asset Management
California
$331K
SFSIG
618
San Francisco Sentry Investment Group
California
$331K +$10.2K +112 +3%
DI
619
DAGCO Inc
Ohio
$330K
BL
620
BFSG LLC
California
$329K -$4.57K -50 -1%
FA
621
FMA Advisory
Pennsylvania
$329K +$274 +3 +0.1%
PSUF
622
People's United Financial
Connecticut
$327K -$43.2K -473 -12%
HCMT
623
Highland Capital Management (Tennessee)
Tennessee
$325K +$15.1K +165 +5%
DCM
624
Donaldson Capital Management
Indiana
$320K +$24.7K +270 +8%
DY
625
Dowling & Yahnke
California
$317K -$30.7K -336 -9%

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.