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
WPA
701
West Paces Advisors
Georgia
$23K
BAM
702
Barrett Asset Management
New York
$22K
GBBWRPM
703
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$22K
JA
704
JOYN Advisors
Georgia
$22K +$23K +270 New
WAM
705
Watermark Asset Management
California
$21K
SIAS
706
Shine Investment Advisory Services
Colorado
$20K -$4.26K -50 -17%
AA
707
AlphaMark Advisors
Kentucky
$20K
HCM
708
Highlander Capital Management
New Jersey
$20K
LFA
709
Legacy Financial Advisors
Kentucky
$20K
MMG
710
Monetary Management Group
Missouri
$20K
TWA
711
TCI Wealth Advisors
Arizona
$20K
VCM
712
Vigilant Capital Management
Maine
$20K +$20.7K +243 New
AC
713
Avestar Capital
New York
$19K -$46.5K -546 -69%
VNA
714
Valley National Advisers
Pennsylvania
$19K +$1.79K +21 +10%
AIM
715
Anchor Investment Management
South Carolina
$18.6K
RCA
716
Rowland Carmichael Advisors
Arizona
$18K
NCM
717
New Capital Management
Texas
$17K
RIA
718
RPG Investment Advisory
California
$17K
Financial Engines Advisors
719
Financial Engines Advisors
California
$17K +$17.7K +208 New
ML
720
McAdam LLC
Pennsylvania
$17K +$18.2K +214 New
TCM
721
Tradewinds Capital Management
Washington
$16K
AWMS
722
Advocacy Wealth Management Services
Georgia
$16K +$7.16K +84 +71%
LFG
723
LifePlan Financial Group
Ohio
$15K +$15.6K +183 New
RFWA
724
RPg Family Wealth Advisory
Massachusetts
$14.4K
First Manhattan
725
First Manhattan
New York
$14K

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.