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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
WA
51
WestEnd Advisors
North Carolina
$36.4M +$6.4M +70,761 +20%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$34.7M -$514K -5,680 -1%
ST
53
Spinnaker Trust
Maine
$34.1M -$5.31M -58,680 -13%
ECM
54
Element Capital Management
New York
$30.9M +$32.3M +356,756 New
SWA
55
SFMG Wealth Advisors
Texas
$30.4M -$275K -3,034 -0.9%
Twin Tree Management
56
Twin Tree Management
Texas
$30.2M +$31.6M +349,126 New
SG Americas Securities
57
SG Americas Securities
New York
$30.2M +$22.9M +252,992 +264%
TAS
58
TIFF Advisory Services
Pennsylvania
$30.1M +$31.5M +348,028 New
HighTower Advisors
59
HighTower Advisors
Illinois
$30.1M +$4.01M +44,315 +15%
KIA
60
KCM Investment Advisors
California
$29.9M -$1.51M -16,702 -5%
Northern Trust
61
Northern Trust
Illinois
$28.1M +$3.09M +34,086 +12%
PP
62
Paloma Partners
Connecticut
$27.2M +$3.87M +42,739 +16%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$26.5M -$3.68M -40,659 -12%
HAM
64
Hillswick Asset Management
Connecticut
$26.5M -$329K -3,630 -1%
MM
65
Main Management
California
$24.4M -$316K -3,488 -1%
Stifel Financial
66
Stifel Financial
Missouri
$24.1M +$5.59M +61,778 +28%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$23.2M +$2.28M +25,216 +10%
MLM
68
Mount Lucas Management
Pennsylvania
$23M +$13.5M +148,616 +127%
WBG
69
Wharton Business Group
Pennsylvania
$22.4M -$877K -9,685 -4%
MIH
70
Meitav Investment House
Israel
$21.8M +$10.1M +111,055 +74%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$20.4M +$4.89M +54,056 +30%
JCM
72
Julex Capital Management
Massachusetts
$20.1M +$21.2M +233,892 New
IC
73
InterOcean Capital
Illinois
$20M +$4.93M +54,514 +31%
UOC
74
UBS O'Connor
Illinois
$19.9M -$9.96M -110,000 -32%
CI
75
Cavalier Investments
Georgia
$19.5M +$5.97M +65,930 +41%

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.