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State Street Health Care Select Sector SPDR ETF

757 hedge funds and large institutions have $11.8B invested in State Street Health Care Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 246 increasing their positions, 310 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.38% more ownership

Funds ownership: 74.2%77.58% (+3.4%)

1% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 82

2% less funds holding

Funds holding: 769757 (-12)

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

5% less capital invested

Capital invested by funds: $12.4B → $11.8B (-$665M)

18% less call options, than puts

Call options by funds: $504M | Put options by funds: $612M

21% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 310

Holders
757
Holders Change
-12
Holders Change %
-1.56%
% of All Funds
17.35%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
1.28%
New
81
Increased
246
Reduced
310
Closed
82
Calls
$504M
Puts
$612M
Net Calls
-$108M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
651
Prelude Capital Management
New York
$74K +$77.3K +908 New
GFP
652
Gryphon Financial Partners
Ohio
$73K
ZB
653
Zions Bancorporation
Utah
$73K
BFC
654
Bedel Financial Consulting
Indiana
$72K +$74.9K +879 New
CCM
655
Covington Capital Management
California
$67K
AI
656
ArchPoint Investors
Florida
$65K
TDC
657
Thompson Davis & Co
Virginia
$64K +$66.9K +785 New
KPCM
658
Kings Point Capital Management
New York
$63K +$85 +1 +0.1%
ANBT
659
American National Bank & Trust
Texas
$61K
CA
660
Crewe Advisors
Utah
$60K -$72.8K -855 -54%
TFS
661
TrustCore Financial Services
Tennessee
$58K +$12.3K +144 +25%
GI
662
Gradient Investments
Minnesota
$57K +$11.2K +131 +23%
WB
663
Webster Bank
Connecticut
$54K
AF
664
Allworth Financial
California
$52K
WCM
665
Wealthcare Capital Management
Virginia
$49K
PGWM
666
Parisi Gray Wealth Management
New Jersey
$48K -$16.5K -194 -24%
BI
667
Bramshill Investments
Florida
$47K +$26.2K +308 +114%
S
668
SignatureFD
Georgia
$45K +$47.1K +553 New
FCB
669
First Command Bank
Texas
$44.9K +$16.8K +197 +55%
RWA
670
Ropes Wealth Advisors
Massachusetts
$44K -$130K -1,522 -74%
AWM
671
Aevitas Wealth Management
Massachusetts
$44K -$27.3K -320 -37%
WWMSC
672
Wagner Wealth Management (South Carolina)
South Carolina
$42K
SIAP
673
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$41K
BAM
674
Bruderman Asset Management
New York
$41K +$42.8K +503 New
NPP
675
New Potomac Partners
Maryland
$40K -$1.7K -20 -4%

XLV Hedge Fund Activity: Q1 2018 in Review

757 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2018, worth a combined $11.8B — down 5.3% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of XLV and 81 opened new positions — a net loss of 1 holder — while 310 trimmed existing stakes and 246 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $270M. The largest seller was Barclays, cutting an estimated $464M.

  • 757 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2018, down from 769 in Q4 2017.
  • Funds reported $11.8B of State Street Health Care Select Sector SPDR ETF stock for Q1 2018, down 5.3% quarter-over-quarter.
  • 81 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2018 and 82 closed out, a net change of -1 holder.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2018 was BNP Paribas Financial Markets, an estimated $270M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2018 was Barclays, an estimated $464M sold.

Based on aggregated 13F filings for Q1 2018.