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State Street Health Care Select Sector SPDR ETF

841 hedge funds and large institutions have $12.7B invested in State Street Health Care Select Sector SPDR ETF in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 288 increasing their positions, 337 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.83% more ownership

Funds ownership: 71.74%75.57% (+3.8%)

3% less capital invested

Capital invested by funds: $13.1B → $12.7B (-$339M)

5% less funds holding

Funds holding: 888841 (-47)

14% less funds holding in top 10

Funds holding in top 10: 7665 (-11)

15% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 337

37% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 104

52% less call options, than puts

Call options by funds: $830M | Put options by funds: $1.71B

Holders
841
Holders Change
-47
Holders Change %
-5.29%
% of All Funds
18.44%
Holding in Top 10
65
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-14.47%
% of All Funds
1.43%
New
66
Increased
288
Reduced
337
Closed
104
Calls
$830M
Puts
$1.71B
Net Calls
-$882M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
651
Glenview Trust
Kentucky
$268K -$1.83K -20 -0.7%
SVWAG
652
Sound View Wealth Advisors Group
Georgia
$267K -$27.6K -302 -9%
OIA
653
OneDigital Investment Advisors
Kansas
$266K +$234K +2,565 +671%
WSCM
654
Wellington Shields Capital Management
New York
$266K +$269K +2,950 New
LWS
655
Lucia Wealth Services
California
$263K
FNBT
656
FineMark National Bank & Trust
Florida
$261K +$10.8K +118 +4%
OPCM
657
Osborne Partners Capital Management
California
$259K +$21.5K +236 +9%
Truist Financial
658
Truist Financial
North Carolina
$257K -$28.2K -309 -10%
MCM
659
MV Capital Management
Maryland
$256K -$617K -6,755 -70%
CFGS
660
Concourse Financial Group Securities
Alabama
$256K -$556K -6,091 -68%
BW
661
Bison Wealth
Georgia
$255K
CGA
662
Crescent Grove Advisors
Illinois
$255K +$6.12K +67 +2%
ARG
663
Advisory Resource Group
Oklahoma
$253K
AWP
664
Ascent Wealth Partners
New York
$253K
ACI
665
Alpha Cubed Investments
California
$252K -$21.2K -232 -8%
CPIG
666
Chicago Partners Investment Group
Illinois
$252K +$250K +2,736 New
BJL
667
Brighton Jones LLC
Washington
$251K +$17K +186 +7%
VR
668
Viridian RIA
Washington
$251K +$39K +427 +18%
BAS
669
Brown Advisory Securities
Maryland
$250K -$13.7K -150 -5%
LW
670
Linscomb Wealth
Texas
$248K
CPA
671
Clear Perspective Advisors
Illinois
$245K
QCM
672
Quadrant Capital Management
New Jersey
$243K
CCM
673
Cribstone Capital Management
Maine
$243K +$274 +3 +0.1%
FTIOP
674
Fiduciary Trust International of Pennsylvania
Pennsylvania
$240K +$243K +2,658 New
GW
675
GW & Wade
Massachusetts
$239K +$3.47K +38 +1%

XLV Hedge Fund Activity: Q3 2019 in Review

841 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2019, worth a combined $12.7B — down 2.6% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of XLV and 66 opened new positions — a net loss of 38 holders — while 337 trimmed existing stakes and 288 added.

The largest buyer was Bank of America, adding an estimated $498M. The largest seller was Wells Fargo, cutting an estimated $321M.

  • 841 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2019, down from 888 in Q2 2019.
  • Funds reported $12.7B of State Street Health Care Select Sector SPDR ETF stock for Q3 2019, down 2.6% quarter-over-quarter.
  • 66 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2019 and 104 closed out, a net change of -38 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2019 was Bank of America, an estimated $498M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2019 was Wells Fargo, an estimated $321M sold.

Based on aggregated 13F filings for Q3 2019.