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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
WAS
626
WESPAC Advisors SoCal
California
$339K
GG
627
Gofen & Glossberg
Illinois
$338K
BWCS
628
Beirne Wealth Consulting Services
Connecticut
$337K +$353K +3,895 New
MC
629
Montag & Caldwell
Georgia
$336K +$59.6K +658 +20%
CP
630
Camelot Portfolios
Ohio
$335K -$15.7K -174 -4%
YWP
631
YorkBridge Wealth Partners
New York
$331K
BL
632
BFSG LLC
California
$330K -$23.4K -258 -6%
FA
633
FMA Advisory
Pennsylvania
$325K -$8.78K -97 -3%
S
634
SignatureFD
Georgia
$325K -$3.98K -44 -1%
HWA
635
HCR Wealth Advisors
California
$324K -$2.26K -25 -0.7%
GEA
636
Glen Eagle Advisors
New Jersey
$324K +$52.9K +585 +19%
SFM
637
Signature Financial Management
Virginia
$320K +$333K +3,682 New
BFG
638
Bouchey Financial Group
New York
$320K +$334K +3,695 New
OCM
639
Orser Capital Management
Texas
$319K
DI
640
DAGCO Inc
Ohio
$317K +$332K +3,663 New
CFA
641
Carroll Financial Associates
North Carolina
$315K +$7.6K +84 +2%
WTC
642
WhitTier Trust Company
Nevada
$315K +$133K +1,465 +67%
SC
643
Slow Capital
California
$314K
SFA
644
Sequoia Financial Advisors
Ohio
$313K +$91 +1 +0%
CWS
645
Cypress Wealth Services
California
$312K +$42.5K +470 +15%
SCM
646
Stellar Capital Management
Arizona
$309K +$18.1K +200 +6%
WMSA
647
Weiss Multi-Strategy Advisers
New York
$307K -$1.88M -20,726 -85%
LFPWM
648
Leicht Financial Planning & Wealth Management
New Jersey
$300K -$411K -4,540 -57%
SFP
649
Shepherd Financial Partners
Massachusetts
$300K +$73.5K +812 +31%
WTB
650
Washington Trust Bank
Washington
$300K +$158K +1,744 +101%

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.