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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
OSNBOA
676
Old Second National Bank of Aurora
Illinois
$27K
SIM
677
Sonora Investment Management
Arizona
$27K
B
678
Bridgeworth
Alabama
$26K +$26.6K +321 New
LBG
679
Lloyds Banking Group
United Kingdom
$24K
WPA
680
West Paces Advisors
Georgia
$23.5K
BAM
681
Barrett Asset Management
New York
$23K
GBBWRPM
682
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$23K
GCM
683
Gables Capital Management
Florida
$22K +$21.5K +259 New
PGA
684
Premia Global Advisors
Florida
$21K -$581K -7,015 -96%
CCM
685
Cribstone Capital Management
Maine
$21K -$4.56K -55 -18%
AA
686
AlphaMark Advisors
Kentucky
$21K
HCM
687
Highlander Capital Management
New Jersey
$21K
LFA
688
Legacy Financial Advisors
Kentucky
$21K
MMG
689
Monetary Management Group
Missouri
$21K
SIAS
690
Shine Investment Advisory Services
Colorado
$21K
TWA
691
TCI Wealth Advisors
Arizona
$21K
SIAP
692
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K -$20.7K -250 -50%
AIM
693
Anchor Investment Management
South Carolina
$19.1K
WP
694
WealthShield Partners
North Carolina
$19K -$246K -2,967 -93%
CFD
695
Creative Financial Designs
Indiana
$19K -$4.72K -57 -20%
VNA
696
Valley National Advisers
Pennsylvania
$19K
ML
697
McAdam LLC
Pennsylvania
$18K
CLOS
698
Compagnie Lombard Odier SCmA
Switzerland
$17K -$66.3K -800 -80%
PFGIA
699
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$13K -157 -43%
AWMS
700
Advocacy Wealth Management Services
Georgia
$17K

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.