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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
OSNBOA
801
Old Second National Bank of Aurora
Illinois
$36K +$7.78K +86 +26%
FTI
802
Fiduciary Trust International
Massachusetts
$36K +$37.6K +415 New
LJHT
803
Laurie J. Hall Trustee
$35K -$224K -2,475 -87%
EWM
804
Edge Wealth Management
New York
$35K
PFC
805
Phocas Financial Corp
California
$35K
RCG
806
Ruggie Capital Group
Florida
$35K
ClearBridge Investments
807
ClearBridge Investments
New York
$35K +$37K +409 New
BWA
808
BDO Wealth Advisors
Florida
$33K -$14.5K -160 -29%
GWMIA
809
Global Wealth Management Investment Advisory
Florida
$33K +$35K +387 New
SWP
810
Strategic Wealth Partners
Ohio
$32K +$1.36K +15 +4%
FMII
811
Farmers & Merchants Investments Inc
Nebraska
$32K +$22.6K +250 +203%
FCB
812
First Command Bank
Texas
$31K
FCFS
813
First Command Financial Services
Texas
$31K
SMG
814
Spectrum Management Group
Indiana
$30K -$2.64M -29,134 -99%
SIAP
815
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K -$2.9K -32 -8%
SFG
816
SevenBridge Financial Group
Pennsylvania
$30K
PWMG
817
Prestige Wealth Management Group
New Jersey
$29K +$30.1K +333 New
DPA
818
Delphi Private Advisors
California
$28K
SIM
819
Sonora Investment Management
Arizona
$28K
CFD
820
Creative Financial Designs
Indiana
$26K +$5.88K +65 +28%
HT
821
Heritage Trust
Oklahoma
$26K +$27K +298 New
ESB
822
Essex Savings Bank
Connecticut
$26K +$27.2K +300 New
PB
823
Pinnacle Bancorp
Nebraska
$26K +$27.2K +300 New
RFM
824
Royal Fund Management
Florida
$25K
FA
825
Financial Advantage
Maryland
$25K +$27.2K +300 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.