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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
AF
651
Allworth Financial
California
$53K
PGWM
652
Parisi Gray Wealth Management
New Jersey
$53K +$995 +12 +2%
WCM
653
Wealthcare Capital Management
Virginia
$50K
GI
654
Gradient Investments
Minnesota
$48K -$10.9K -131 -19%
RWA
655
Ropes Wealth Advisors
Massachusetts
$45K
AWM
656
Aevitas Wealth Management
Massachusetts
$45K +$166 +2 +0.4%
WWMSC
657
Wagner Wealth Management (South Carolina)
South Carolina
$43K +$83 +1 +0.2%
BAM
658
Bruderman Asset Management
New York
$42K
NPP
659
New Potomac Partners
Maryland
$41K
FCMT
660
Founders Capital Management (Texas)
Texas
$40K +$663 +8 +2%
VIA
661
Vantage Investment Advisors
Pennsylvania
$38K
RCG
662
Ruggie Capital Group
Florida
$36K
IFAM
663
Institutional & Family Asset Management
Colorado
$34K -$43.3K -523 -56%
AWA
664
Acorn Wealth Advisors
Michigan
$34K
EWM
665
Edge Wealth Management
New York
$33K +$3.65K +44 +13%
SIS
666
Sound Income Strategies
Florida
$31K -$6.55K -79 -17%
BA
667
Ballew Advisors
Mississippi
$31K
FCFS
668
First Command Financial Services
Texas
$30K -$116M -1,403,018 -100%
FCB
669
First Command Bank
Texas
$30K -$16.3K -197 -36%
DPA
670
Delphi Private Advisors
California
$30K -$1.41K -17 -4%
SFG
671
SevenBridge Financial Group
Pennsylvania
$29K
BCI
672
Brinker Capital Investments
Pennsylvania
$28K -$4.72K -57 -15%
SWP
673
Strategic Wealth Partners
Ohio
$28K -$1.99K -24 -7%
RFM
674
Royal Fund Management
Florida
$28K +$580 +7 +2%
TC
675
Trust Company
Kansas
$28K +$28.3K +341 New

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.