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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
VCM
826
Versant Capital Management
Arizona
$25K +$27.2K +300 New
WPA
827
West Paces Advisors
Georgia
$24.4K
CHP
828
Cable Hill Partners
Oregon
$24K
LBG
829
Lloyds Banking Group
United Kingdom
$24K
NPP
830
New Potomac Partners
Maryland
$22K -$14.5K -160 -39%
AA
831
AlphaMark Advisors
Kentucky
$22K
GCM
832
Gables Capital Management
Florida
$22K
HCM
833
Highlander Capital Management
New Jersey
$22K
LYV
834
Live Your Vision
Pennsylvania
$22K
MMG
835
Monetary Management Group
Missouri
$22K
SIAS
836
Shine Investment Advisory Services
Colorado
$22K
TWA
837
TCI Wealth Advisors
Arizona
$22K
LFA
838
Legacy Financial Advisors
Kentucky
$21K
WP
839
WealthShield Partners
North Carolina
$21K +$1.36K +15 +6%
AIL
840
AGF Investments LLC
Ontario, Canada
$20K -$1.27K -14 -6%
BWM
841
BerganKDV Wealth Management
Minnesota
$20K +$20.7K +229 New
AIM
842
Anchor Investment Management
South Carolina
$19.8K
TRCT
843
Tower Research Capital (TRC)
New York
$19K +$8.96K +99 +82%
JA
844
JOYN Advisors
Georgia
$18K
AWMS
845
Advocacy Wealth Management Services
Georgia
$17K
CLOS
846
Compagnie Lombard Odier SCmA
Switzerland
$17K
LFG
847
LifePlan Financial Group
Ohio
$16K
HI
848
Hudock Inc
Pennsylvania
$15K -$91 -1 -0.6%
First Manhattan
849
First Manhattan
New York
$15K
PCM
850
Princeton Capital Management
New Jersey
$15K

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.