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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
SIC
651
Sigma Investment Counselors
Michigan
$300K +$314K +3,473 New
Credit Agricole
652
Credit Agricole
France
$297K
HB
653
Homrich & Berg
Georgia
$294K
QAM
654
Quantres Asset Management
Cayman Islands
$294K +$308K +3,400 New
VCA
655
Verdence Capital Advisors
Maryland
$290K +$91 +1 +0%
DY
656
Dowling & Yahnke
California
$289K
LG
657
Leuthold Group
Minnesota
$285K +$73.3K +810 +33%
WSFS
658
Wilmington Savings Fund Society
Delaware
$284K -$2.17K -24 -0.7%
SFSIG
659
San Francisco Sentry Investment Group
California
$283K +$15.1K +167 +5%
ODG
660
O'Dell Group
Ohio
$278K +$291K +3,212 New
Truist Financial
661
Truist Financial
North Carolina
$276K +$59.6K +659 +26%
SXL
662
Summit X LLC
Missouri
$275K -$251K -2,768 -46%
NS
663
NewDay Solutions
New Hampshire
$274K +$287K +3,170 New
EB
664
Eastern Bank
Massachusetts
$272K -$78.3K -865 -22%
SVWA
665
Sound View Wealth Advisors
Georgia
$270K +$283K +3,122 New
CFG
666
Citizens Financial Group
Rhode Island
$269K +$170K +1,880 +152%
IWC
667
Integrated Wealth Concepts
Massachusetts
$264K +$33.3K +368 +14%
BAS
668
Brown Advisory Securities
Maryland
$263K +$42.2K +466 +18%
ACP
669
Ashfield Capital Partners
California
$262K
BDF
670
Balasa Dinverno & Foltz
$260K -$6.79K -75 -2%
Luther King Capital Management (LKCM)
671
Luther King Capital Management (LKCM)
Texas
$260K
NCM
672
Narwhal Capital Management
Georgia
$260K
TFCP
673
Twin Focus Capital Partners
Massachusetts
$260K
CRC
674
Curi RMB Capital
Illinois
$259K +$17K +188 +7%
CTC
675
Central Trust Company
Missouri
$258K -$25.5K -282 -9%

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.