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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
KTC
751
Kistler-Tiffany Companies
Pennsylvania
$106K +$543 +6 +0.5%
SWM
752
SeaCrest Wealth Management
New York
$104K +$3.53K +39 +3%
Schroder Investment Management Group
753
Schroder Investment Management Group
United Kingdom
$103K -$43.7M -482,711 -29%
WOC
754
West Oak Capital
California
$103K
MFBTD
755
MB Financial Bank - Trust Department
Illinois
$102K +$1.63K +18 +2%
DWM
756
Destination Wealth Management
California
$101K -$10.4K -115 -9%
Invesco
757
Invesco
Georgia
$99K +$104K +1,150 New
TFS
758
TrustCore Financial Services
Tennessee
$94K +$20.6K +228 +27%
BBHC
759
Brown Brothers Harriman & Co
New York
$93K
KL
760
KWMG LLC
Kansas
$91K -$11.5K -127 -11%
LIM
761
Longfellow Investment Management
Massachusetts
$89K
MIM
762
Macroview Investment Management
Maryland
$80K -$16.3K -180 -16%
WB
763
Webster Bank
Connecticut
$80K +$24.9K +275 +42%
MFW
764
Mosaic Family Wealth
Missouri
$79K
SFC
765
SYM Financial Corp
Indiana
$79K +$724 +8 +0.9%
GC
766
Grace Capital
Massachusetts
$78K +$81.5K +900 New
BFC
767
Bedel Financial Consulting
Indiana
$76K
TVWM
768
Tower View Wealth Management
Wisconsin
$73K +$76K +840 New
CCM
769
Covington Capital Management
California
$71K
AI
770
ArchPoint Investors
Florida
$69K
WAP
771
Wealthcare Advisory Partners
Pennsylvania
$68K -$11.9K -131 -14%
AF
772
Allworth Financial
California
$68K +$91 +1 +0.1%
KPCM
773
Kings Point Capital Management
New York
$68K +$91 +1 +0.1%
PGWM
774
Parisi Gray Wealth Management
New Jersey
$66K +$91 +1 +0.1%
ANBT
775
American National Bank & Trust
Texas
$65K

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.