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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
EAM
876
Eukles Asset Management
Ohio
$3K +$3.08K +34 New
NCM
877
Next Capital Management
New York
$3K +$3.17K +35 New
GT
878
Glenmede Trust
Pennsylvania
$2.96K +$911K +10,063 +42%
NA
879
NewEdge Advisors
Louisiana
$2.12K +$434K +4,791 +24%
AIIMS
880
Analyst IMS Investment Management Services
Israel
$2.07K -$2.65M -29,247 -55%
QAM
881
QCI Asset Management
New York
$2K +$2.35K +26 New
PAMU
882
Pictet Asset Management (UK)
United Kingdom
$1.23K -$27.2K -300 -2%
MRCM
883
M&R Capital Management
New Jersey
$1K
BHWM
884
Bay Harbor Wealth Management
Maryland
$1K +$724 +8 New
CF
885
Centaurus Financial
California
$12 +$92.5K +1,022 +9,291%
CWM
886
CIBC World Markets
New York
-$114M -1,200,000 Closed
Two Sigma Advisers
887
Two Sigma Advisers
New York
-$109M -1,140,900 Closed
MB
888
Mizuho Bank
Japan
-$80.9M -850,000 Closed
RJFSA
889
Raymond James Financial Services Advisors
Florida
-$59.4M -623,923 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
890
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$47.1M -495,422 Closed
PC
891
PointState Capital
New York
-$36.5M -383,280 Closed
HCM
892
Howard Capital Management
Georgia
-$17.3M -182,140 Closed
GCM
893
Graham Capital Management
Connecticut
-$16.7M -175,013 Closed
Asset Management One
894
Asset Management One
Japan
-$9.98M -104,890 Closed
Squarepoint
895
Squarepoint
New York
-$9.68M -101,735 Closed
Canada Pension Plan Investment Board
896
Canada Pension Plan Investment Board
Ontario, Canada
-$9.52M -100,000 Closed
MSWM
897
Mader & Shannon Wealth Management
Missouri
-$8.77M -92,212 Closed
CG
898
Cutler Group
California
-$7.79M -86,032 Closed
SLF
899
Sun Life Financial
Ontario, Canada
-$6.26M -65,819 Closed
FG
900
Formula Growth
Quebec, Canada
-$5.09M -53,500 Closed

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.