We are live on ! Find out more
XLV icon

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
WAP
676
Wealthcare Advisory Partners
Pennsylvania
$40K +$22.4K +263 +115%
Nomura Holdings
677
Nomura Holdings
Japan
$40K +$35.3M +414,800 +553%
BWA
678
BDO Wealth Advisors
Florida
$39K -$50.7K -595 -56%
WCM
679
Whitener Capital Management
North Carolina
$39K +$4K +47 +11%
FCMT
680
Founders Capital Management (Texas)
Texas
$38K
FPF
681
FNY Partners Fund
New York
$37K -$2.64K -31 -6%
VIA
682
Vantage Investment Advisors
Pennsylvania
$37K
TL
683
TrueWealth LLC
Georgia
$37K +$22.1K +259 +130%
SIS
684
Sound Income Strategies
Florida
$37K +$29.2K +343 +312%
AWA
685
Acorn Wealth Advisors
Michigan
$34K +$34.5K +405 New
RCG
686
Ruggie Capital Group
Florida
$33K
BCI
687
Brinker Capital Investments
Pennsylvania
$32K +$4.86K +57 +17%
DPA
688
Delphi Private Advisors
California
$31K -$13.7K -161 -30%
BA
689
Ballew Advisors
Mississippi
$30K +$31.5K +370 New
PFGIA
690
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$23.9K -281 -44%
SWP
691
Strategic Wealth Partners
Ohio
$29K +$2.21K +26 +8%
EWM
692
Edge Wealth Management
New York
$28K
SFG
693
SevenBridge Financial Group
Pennsylvania
$28K
RFM
694
Royal Fund Management
Florida
$27K -$13.4K -157 -32%
SIM
695
Sonora Investment Management
Arizona
$26.5K -$1.28K -15 -4%
OSNBOA
696
Old Second National Bank of Aurora
Illinois
$26K -$770K -9,039 -97%
CCM
697
Cribstone Capital Management
Maine
$25K
CFD
698
Creative Financial Designs
Indiana
$23K -$1.96K -23 -7%
SP
699
SWS Partners
Ohio
$23K -$1.02K -12 -4%
LBG
700
Lloyds Banking Group
United Kingdom
$23K

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.