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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
ARG
676
Advisory Resource Group
Oklahoma
$256K +$268K +2,959 New
DWM
677
Doyle Wealth Management
Florida
$255K -$41.2K -455 -13%
BBPWM
678
Blue Bell Private Wealth Management
Pennsylvania
$255K -$7.24K -80 -3%
LC
679
Lavaca Capital
Texas
$254K +$266K +2,938 New
SAM
680
Silvercrest Asset Management
New York
$251K -$2.26K -25 -0.9%
WAM
681
Wealthspire Advisors (Maryland)
Maryland
$251K +$5.61K +62 +2%
WI
682
WrapManager Inc
California
$250K -$32.4K -358 -11%
NFG
683
Next Financial Group
Texas
$250K
CPA
684
Clear Perspective Advisors
Illinois
$248K +$30.3K +335 +13%
AWP
685
Ascent Wealth Partners
New York
$247K -$8.6K -95 -3%
SAM
686
Seelaus Asset Management
New Jersey
$247K
CGH
687
Crossmark Global Holdings
Texas
$246K -$28.4K -314 -10%
LW
688
Linscomb Wealth
Texas
$245K -$13.6K -150 -5%
CAGAS
689
Capital Advisory Group Advisory Services
Minnesota
$242K -$2.33M -25,766 -90%
KIG
690
Kessler Investment Group
Indiana
$242K -$9.23K -102 -4%
KPAG
691
KLS Professional Advisors Group
New York
$241K
AWM
692
Altavista Wealth Management
North Carolina
$238K +$49.8K +550 +25%
TAM
693
Tocqueville Asset Management
New York
$236K -$42.5K -470 -15%
FNBT
694
FineMark National Bank & Trust
Florida
$235K -$7.87K -87 -3%
QCM
695
Quadrant Capital Management
New Jersey
$234K
CQS
696
Credential Qtrade Securities
$233K +$24.9K +275 +11%
BCA
697
Bay Colony Advisors
Massachusetts
$233K -$45.3K -501 -16%
BJL
698
Brighton Jones LLC
Washington
$228K -$11.9K -132 -5%
GC
699
Grimes & Company
Massachusetts
$228K
BCA
700
Benchmark Capital Advisors
New York
$227K

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.