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State Street Health Care Select Sector SPDR ETF

741 hedge funds and large institutions have $11.2B invested in State Street Health Care Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 254 increasing their positions, 281 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 281

2% less funds holding

Funds holding: 756741 (-15)

4.16% less ownership

Funds ownership: 77.57%73.42% (-4.2%)

5% less capital invested

Capital invested by funds: $11.8B → $11.2B (-$616M)

11% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 71

13% less funds holding in top 10

Funds holding in top 10: 5649 (-7)

30% less call options, than puts

Call options by funds: $371M | Put options by funds: $527M

Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
16.96%
Holding in Top 10
49
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.5%
% of All Funds
1.12%
New
63
Increased
254
Reduced
281
Closed
71
Calls
$371M
Puts
$527M
Net Calls
-$156M
Net Calls Change
-$47.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BRC
626
Bell Rock Capital
Delaware
$85K -$29.8K -360 -26%
PCG
627
Private Capital Group
Connecticut
$83K
CAGAS
628
Capital Advisory Group Advisory Services
Minnesota
$81K
DWM
629
Destination Wealth Management
California
$80K -$879K -10,610 -92%
TG
630
TLP Group
Illinois
$78K -$8.78M -106,000 -99%
WA
631
WP Advisors
California
$78K +$77.2K +931 New
MFW
632
Mosaic Family Wealth
Missouri
$76K
SFC
633
SYM Financial Corp
Indiana
$76K +$75.2K +907 New
GFP
634
Gryphon Financial Partners
Ohio
$75K
BFC
635
Bedel Financial Consulting
Indiana
$73K
PCA
636
Providence Capital Advisors
North Carolina
$71K +$70.5K +851 New
CA
637
Crewe Advisors
Utah
$70K +$8.95K +108 +15%
CCM
638
Covington Capital Management
California
$69K
AI
639
ArchPoint Investors
Florida
$66K
KPCM
640
Kings Point Capital Management
New York
$65K +$83 +1 +0.1%
CHP
641
Cable Hill Partners
Oregon
$63K -$60.4K -729 -49%
ANBT
642
American National Bank & Trust
Texas
$63K
AA
643
Apriem Advisors
California
$63K +$62.2K +750 New
TL
644
TrueWealth LLC
Georgia
$61K +$22.4K +270 +59%
TFS
645
TrustCore Financial Services
Tennessee
$60K
WAP
646
Wealthcare Advisory Partners
Pennsylvania
$60K +$18.5K +223 +45%
LYV
647
Live Your Vision
Pennsylvania
$56K +$53.9K +650 New
CB
648
Community Bank
New York
$56K +$55.9K +675 New
WB
649
Webster Bank
Connecticut
$55K
BWA
650
BDO Wealth Advisors
Florida
$54K +$13.8K +167 +35%

XLV Hedge Fund Activity: Q2 2018 in Review

741 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2018, worth a combined $11.2B — down 5.2% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of XLV and 63 opened new positions — a net loss of 8 holders — while 281 trimmed existing stakes and 254 added.

The largest buyer was Bank of America, adding an estimated $112M. The largest seller was NWI Management, exiting entirely with an estimated $241M sold.

  • 741 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2018, down from 756 in Q1 2018.
  • Funds reported $11.2B of State Street Health Care Select Sector SPDR ETF stock for Q2 2018, down 5.2% quarter-over-quarter.
  • 63 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2018 and 71 closed out, a net change of -8 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $112M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2018 was NWI Management, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2018.