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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
IIA
701
IPG Investment Advisors
California
$226K -$35.5K -392 -13%
GW
702
GW & Wade
Massachusetts
$226K
LJAC
703
L.J. Altfest & Co
New York
$225K -$37.7K -417 -14%
HFM
704
Hartford Financial Management
Connecticut
$224K
Franklin Resources
705
Franklin Resources
California
$222K -$52K -575 -18%
FLPIM
706
F.L. Putnam Investment Management
Massachusetts
$220K +$231K +2,548 New
SBIA
707
Sheaff Brock Investment Advisors
Indiana
$219K -$15.7K -173 -6%
KP
708
Keel Point
Alabama
$216K
CG
709
Caprock Group
Idaho
$215K -$461K -5,098 -67%
WCF
710
West Coast Financial
California
$213K
GA
711
GFS Advisors
Texas
$213K +$12.2K +135 +6%
AMM
712
American Money Management
California
$212K -$27.2K -300 -11%
FHB
713
First Hawaiian Bank
Hawaii
$211K -$27.6K -305 -11%
SMFS
714
Squar Milner Financial Services
California
$211K +$10.3K +114 +5%
NCM
715
Noesis Capital Mangement
Florida
$210K +$219K +2,422 New
RIM
716
Rampart Investment Management
Connecticut
$208K -$64.3K -710 -23%
BA
717
Boston Advisors
Massachusetts
$207K +$217K +2,393 New
GLA
718
Good Life Advisors
Pennsylvania
$206K +$24.7K +273 +13%
DP
719
Dearborn Partners
Illinois
$206K +$215K +2,377 New
IC
720
Intersect Capital
California
$206K +$216K +2,384 New
AFP
721
Ausdal Financial Partners
Iowa
$205K -$129K -1,426 -38%
WSCM
722
Wellington Shields Capital Management
New York
$205K
PFM
723
Parsec Financial Management
North Carolina
$203K
CAG
724
Crestwood Advisors Group
Massachusetts
$203K +$213K +2,350 New
IP
725
Investment Partners
Ohio
$200K +$209K +2,309 New

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.