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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
AC
676
Avestar Capital
New York
$236K +$147K +1,610 +160%
SXL
677
Summit X LLC
Missouri
$235K -$54.8K -600 -19%
KP
678
Keel Point
Alabama
$235K
JWBC
679
J.W. Burns & Co
New York
$234K +$2.74K +30 +1%
ACP
680
Ashfield Capital Partners
California
$232K +$235K +2,573 New
PMFA
681
Plante Moran Financial Advisors
Michigan
$229K +$13.7K +150 +6%
BSB
682
Bangor Savings Bank
Maine
$227K +$230K +2,519 New
AA
683
AlphaMark Advisors
Kentucky
$224K
WCF
684
West Coast Financial
California
$222K
AP
685
Appleton Partners
Massachusetts
$217K +$16.1K +176 +8%
DWM
686
Doyle Wealth Management
Florida
$216K -$58.7K -643 -21%
BBPWM
687
Blue Bell Private Wealth Management
Pennsylvania
$216K -$3.38K -37 -2%
TH
688
Timber Hill
Connecticut
$216K
NCM
689
Noesis Capital Mangement
Florida
$216K +$913 +10 +0.4%
BG
690
Bollard Group
Massachusetts
$210K +$822 +9 +0.4%
CST
691
Charles Schwab Trust
Nevada
$208K +$212K +2,325 New
SA
692
Strategic Advisors
New York
$207K +$730 +8 +0.3%
SP
693
Successful Portfolios
Florida
$205K
ATPW
694
Ashton Thomas Private Wealth
Arizona
$205K -$25.1K -275 -11%
WIA
695
Westbourne Investment Advisors
Maryland
$204K +$207K +2,267 New
VCA
696
Verdence Capital Advisors
Maryland
$202K
OMC
697
Overbrook Management Corp
New York
$200K
HFM
698
Hartford Financial Management
Connecticut
$183K -$2.19K -24 -1%
CFG
699
Citizens Financial Group
Rhode Island
$175K +$59.3K +650 +51%
NIC
700
Northwest Investment Counselors
Oregon
$174K +$176K +1,927 New

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.