We are live on ! Find out more
XLV icon

State Street Health Care Select Sector SPDR ETF

757 hedge funds and large institutions have $11.8B invested in State Street Health Care Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 246 increasing their positions, 310 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.38% more ownership

Funds ownership: 74.2%77.58% (+3.4%)

1% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 82

2% less funds holding

Funds holding: 769757 (-12)

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

5% less capital invested

Capital invested by funds: $12.4B → $11.8B (-$665M)

18% less call options, than puts

Call options by funds: $504M | Put options by funds: $612M

21% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 310

Holders
757
Holders Change
-12
Holders Change %
-1.56%
% of All Funds
17.35%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
1.28%
New
81
Increased
246
Reduced
310
Closed
82
Calls
$504M
Puts
$612M
Net Calls
-$108M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
UMA
801
USA Mutuals Advisors
Texas
-$412K -5,090 Closed
FNBOO
802
First National Bank of Omaha
Nebraska
-$364K -4,402 Closed
Lido Advisors
803
Lido Advisors
California
-$311K -3,766 Closed
WI
804
WrapManager Inc
California
-$286K -3,463 Closed
SI
805
SII Investments
Wisconsin
-$256K -3,104 Closed
DMC
806
Drexel Morgan & Co
Pennsylvania
-$251K -3,040 Closed
GLA
807
Great Lakes Advisors
Illinois
-$248K -3,000 Closed
AIA
808
Allegis Investment Advisors
Idaho
-$247K -2,992 Closed
MFG
809
Merit Financial Group
Georgia
-$233K -2,824 Closed
OPCM
810
Osborne Partners Capital Management
California
-$231K -2,798 Closed
FFA
811
First Foundation Advisors
California
-$219K -2,644 Closed
CC
812
Cedar Capital
Illinois
-$218K -2,641 Closed
GA
813
GFS Advisors
Texas
-$217K -2,630 Closed
1WA
814
180 Wealth Advisors
Washington
-$213K -2,581 Closed
AA
815
Ancora Advisors
Ohio
-$210K -2,540 Closed
KPAG
816
KLS Professional Advisors Group
New York
-$208K -2,510 Closed
GC
817
Grimes & Company
Massachusetts
-$203K -2,457 Closed
VA
818
Valmark Advisers
Ohio
-$202K -2,441 Closed
GBT
819
Grove Bank & Trust
Florida
-$187K -2,265 Closed
DG
820
Delek Group
Israel
-$149K -1,807 Closed
FFG
821
Ford Financial Group
California
-$149K -1,755 Closed
WA
822
WealthTrust-Arizona
Arizona
-$129K -1,562 Closed
JFGIW
823
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$71K -859 Closed
LNWWM
824
Laird Norton Wetherby Wealth Management
California
-$53K -636 Closed
DBT
825
Dubuque Bank & Trust
Iowa
-$46K -560 Closed

XLV Hedge Fund Activity: Q1 2018 in Review

757 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2018, worth a combined $11.8B — down 5.3% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of XLV and 81 opened new positions — a net loss of 1 holder — while 310 trimmed existing stakes and 246 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $270M. The largest seller was Barclays, cutting an estimated $464M.

  • 757 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2018, down from 769 in Q4 2017.
  • Funds reported $11.8B of State Street Health Care Select Sector SPDR ETF stock for Q1 2018, down 5.3% quarter-over-quarter.
  • 81 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2018 and 82 closed out, a net change of -1 holder.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2018 was BNP Paribas Financial Markets, an estimated $270M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2018 was Barclays, an estimated $464M sold.

Based on aggregated 13F filings for Q1 2018.