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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
SSA
901
Schonfeld Strategic Advisors
New York
-$3.84M -40,379 Closed
WC
902
Wexford Capital
Florida
-$3.4M -35,776 Closed
NA
903
Navellier & Associates
Nevada
-$3.07M -32,293 Closed
Wolverine Trading
904
Wolverine Trading
Illinois
-$2.9M -32,061 Closed
CAIMH
905
Central Asset Investments & Management Holdings
Hong Kong
-$2.66M -28,000 Closed
IP
906
Intellectus Partners
California
-$1.82M -19,135 Closed
RFO
907
RiverGlades Family Offices
Florida
-$1.71M -17,925 Closed
VCM
908
Virtue Capital Management
Tennessee
-$1.48M -15,506 Closed
JT
909
Jump Trading
Illinois
-$1.15M -12,054 Closed
TPWA
910
TRUE Private Wealth Advisors
Oregon
-$870K -9,145 Closed
RCAG
911
Rehmann Capital Advisory Group
Michigan
-$808K -8,490 Closed
AG
912
Appleton Group
Wisconsin
-$787K -8,272 Closed
CC
913
Cedar Capital
Illinois
-$643K -6,753 Closed
BCM
914
Breiter Capital Management
Florida
-$551K -5,787 Closed
IWP
915
Icon Wealth Partners
Texas
-$484K -5,088 Closed
TAF
916
Tredje AP-fonden
Sweden
-$476K -5,000 Closed
IAA
917
Ironsides Asset Advisors
North Carolina
-$428K -4,500 Closed
JIP
918
Jaffetilchin Investment Partners
Florida
-$420K -4,413 Closed
ACM
919
Atlanta Capital Management
Georgia
-$383K -4,022 Closed
3C
920
361 Capital
Colorado
-$354K -3,718 Closed
FA
921
FDx Advisors
Illinois
-$254K -2,675 Closed
CCP
922
Corient Capital Partners
California
-$236K -2,478 Closed
LWCFA
923
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$224K -2,355 Closed
KWM
924
Kingsview Wealth Management
Oregon
-$220K -2,317 Closed
NFC
925
Northeast Financial Consultants
Connecticut
-$217K -2,286 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.