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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
BG
726
Bollard Group
Massachusetts
$199K +$905 +10 +0.4%
BCA
727
Berman Capital Advisors
Georgia
$184K +$194K +2,147 New
AC
728
Avestar Capital
New York
$179K
CAM
729
Cresset Asset Management
Illinois
$170K +$178K +1,966 New
M
730
MOTCO
Texas
$168K
FNBOSM
731
First National Bank of South Miami
Florida
$167K +$166K +1,839 New
LWM
732
Liberty Wealth Management
California
$160K +$167K +1,850 New
WA
733
WealthTrust-Arizona
Arizona
$160K +$168K +1,852 New
AP
734
Advisors Preferred
Maryland
$153K +$161K +1,776 New
PWM
735
PRW Wealth Management
Massachusetts
$146K +$153K +1,687 New
MPWT
736
MassMutual Private Wealth & Trust
Connecticut
$141K -$9.05K -100 -6%
TFO
737
Tarbox Family Office
California
$137K
LWS
738
Lucia Wealth Services
California
$136K -$60.2K -665 -30%
RMC
739
Resources Management Corp
Connecticut
$133K +$16.1K +178 +13%
PCTC
740
Perkins Coie Trust Company
Washington
$128K
PCG
741
Private Capital Group
Connecticut
$128K
AIM
742
Acropolis Investment Management
Missouri
$126K
NSIM
743
North Star Investment Management
Illinois
$126K +$9.05K +100 +7%
ST
744
Smithfield Trust
Pennsylvania
$124K
RFA
745
Reilly Financial Advisors
California
$122K
JFA
746
JNBA Financial Advisors
Minnesota
$115K +$121K +1,332 New
RWA
747
River Wealth Advisors
Pennsylvania
$111K
FRA
748
Front Row Advisors
California
$109K
PCA
749
Providence Capital Advisors
North Carolina
$108K +$67.6K +747 +149%
CA
750
Claro Advisors
Massachusetts
$108K +$102K +1,130 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.