We are live on ! Find out more
XLV icon

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
IFAM
776
Institutional & Family Asset Management
Colorado
$63K
CB
777
Community Bank
New York
$58K
BC
778
Barnett & Company
Tennessee
$57K +$59.7K +660 New
GI
779
Gradient Investments
Minnesota
$56K -$15.9K -176 -21%
BRC
780
Bell Rock Capital
Delaware
$53K -$18.3K -202 -25%
CA
781
Crewe Advisors
Utah
$53K -$10.8K -119 -16%
TODC
782
Trustees of Dartmouth College
New Hampshire
$53K +$55.8K +617 New
WCM
783
Wealthcare Capital Management
Virginia
$52K
CFA
784
Clarfeld Financial Advisors
New York
$51K +$53.4K +590 New
PMFA
785
Plante Moran Financial Advisors
Michigan
$49K -$84.9K -938 -62%
TL
786
TrueWealth LLC
Georgia
$49K -$15K -166 -23%
RWA
787
Ropes Wealth Advisors
Massachusetts
$47K
AWM
788
Aevitas Wealth Management
Massachusetts
$47K +$181 +2 +0.4%
WCM
789
Whitener Capital Management
North Carolina
$46K
FCA
790
FinTrust Capital Advisors
South Carolina
$46K +$48.5K +536 New
LWM
791
Lenox Wealth Management
Ohio
$45K +$40.3K +445 +873%
FCMT
792
Founders Capital Management (Texas)
Texas
$43K +$1.36K +15 +3%
DSC
793
Duncker Streett & Co
Missouri
$43K +$27.2K +300 +152%
CFN
794
Cordasco Financial Network
Florida
$43K +$43.1K +476 +2,380%
NSG
795
Nalls Sherbakoff Group
Tennessee
$43K +$45K +497 New
CCM
796
Cribstone Capital Management
Maine
$42K +$20.8K +230 +92%
LDFR
797
Lehman & Derafelo Financial Resources
Pennsylvania
$42K +$44.1K +487 New
LWANC
798
Laurel Wealth Advisors (North Carolina)
North Carolina
$41K +$42.5K +470 New
ATC
799
Adirondack Trust Company
New York
$40K -$25.3K -280 -38%
SIS
800
Sound Income Strategies
Florida
$38K

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.