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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
SFG
926
SNS Financial Group
Minnesota
-$217K -2,276 Closed
LSA
927
L & S Advisors
California
-$214K -2,252 Closed
FMWA
928
Forvis Mazars Wealth Advisors
Missouri
-$214K -2,248 Closed
OPCM
929
Osborne Partners Capital Management
California
-$213K -2,243 Closed
SP
930
Successful Portfolios
Florida
-$212K -2,227 Closed
APP
931
Avantax Planning Partners
Iowa
-$208K -2,191 Closed
PJSIMP
932
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$208K -2,183 Closed
PCM
933
Poehling Capital Management
Wisconsin
-$207K -2,176 Closed
AIM
934
Aspen Investment Management
Michigan
-$206K -2,160 Closed
DWM
935
Dakota Wealth Management
Florida
-$202K -2,128 Closed
BFS
936
Bradley Foster & Sargent
Connecticut
-$202K -2,123 Closed
CC
937
Courier Capital
New York
-$200K -2,100 Closed
C
938
Cerebellum
California
-$193K -2,028 Closed
AA
939
Ancora Advisors
Ohio
-$190K -2,000 Closed
WIA
940
Westbourne Investment Advisors
Maryland
-$179K -1,877 Closed
EA
941
Elm Advisors
California
-$147K -1,550 Closed
MGIA
942
Moneta Group Investment Advisors
Missouri
-$127K -1,333 Closed
FIA
943
FNY Investment Advisers
New York
-$96K -1,009 Closed
SCM
944
Southport Capital Management
Tennessee
-$93K -980 Closed
WA
945
WP Advisors
California
-$89K -934 Closed
GP
946
Girard Partners
Pennsylvania
-$82K -865 Closed
ML
947
McAdam LLC
Pennsylvania
-$80K -839 Closed
AAP
948
Arax Advisory Partners
Colorado
-$54K -567 Closed
BAM
949
Bruderman Asset Management
New York
-$48K -503 Closed
MPIA
950
Mountain Pacific Investment Advisers
Idaho
-$45K -472 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.