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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
SAS
701
Stelac Advisory Services
New York
$173K
FNBOSM
702
First National Bank of South Miami
Florida
$166K
BCA
703
Berman Capital Advisors
Georgia
$159K
BC
704
Barnett & Company
Tennessee
$151K
FGAM
705
Financial Gravity Asset Management
Texas
$144K -$349K -3,820 -70%
TFO
706
Tarbox Family Office
California
$143K
NSIM
707
North Star Investment Management
Illinois
$142K +$143K +1,571 New
CAGAS
708
Capital Advisory Group Advisory Services
Minnesota
$141K -$18.7K -205 -11%
CAN
709
Claraphi Advisory Network
United States
$139K -$109K -1,191 -43%
RMC
710
Resources Management Corp
Connecticut
$139K +$141K +1,543 New
ST
711
Smithfield Trust
Pennsylvania
$129K
JFA
712
JNBA Financial Advisors
Minnesota
$120K
FRA
713
Front Row Advisors
California
$113K
CFA
714
Carroll Financial Associates
North Carolina
$112K
WCG
715
Weaver Consulting Group
California
$112K
KTC
716
Kistler-Tiffany Companies
Pennsylvania
$112K +$365 +4 +0.3%
AIM
717
Acropolis Investment Management
Missouri
$111K
PCTC
718
Perkins Coie Trust Company
Washington
$111K
VCM
719
Vigilant Capital Management
Maine
$109K +$62K +679 +127%
TA
720
Thor Advisors
New York
$107K +$108K +1,187 New
WTC
721
WhitTier Trust Company
Nevada
$106K
SB
722
Strategic Blueprint
Georgia
$102K +$103K +1,130 New
LWM
723
Liberty Wealth Management
California
$100K -$96.8K -1,060 -49%
WOC
724
West Oak Capital
California
$99K -$9.13K -100 -8%
KPCM
725
Kings Point Capital Management
New York
$98K +$28.5K +312 +40%

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.