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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
AA
101
ALPS Advisors
Colorado
$13M -$565K -6,245 -4%
Citadel Advisors
102
Citadel Advisors
Florida
$13M +$9.19M +101,554 +210%
Lido Advisors
103
Lido Advisors
California
$12.5M +$157K +1,733 +1%
LCM
104
Landscape Capital Management
New Jersey
$12.4M -$13M -143,763 -50%
HT
105
HAP Trading
New York
$12.3M +$11.7M +129,293 +997%
GAMA
106
Graticule Asia Macro Advisors
New York
$12.1M +$12.7M +140,000 New
SL
107
Salomon & Ludwin
Virginia
$11.9M +$12.4M +137,328 New
HCIA
108
Hochman Cole Investment Advisors
Illinois
$11.8M +$127K +1,403 +1%
Millennium Management
109
Millennium Management
New York
$11.7M +$12M +132,408 +5,563%
MML Investors Services
110
MML Investors Services
Massachusetts
$11.5M -$336K -3,714 -3%
SAS
111
Sage Advisory Services
Texas
$11.4M +$303K +3,345 +3%
IFA
112
Interactive Financial Advisors
Illinois
$11.3M +$7.93M +87,570 +204%
William Blair & Company
113
William Blair & Company
Illinois
$11.1M +$54.6K +603 +0.5%
SG
114
Swarthmore Group
Pennsylvania
$10.8M +$5.14M +56,800 +83%
V
115
Veritable
Delaware
$10.6M +$102K +1,126 +0.9%
Balyasny Asset Management
116
Balyasny Asset Management
Illinois
$10M -$3.81M -42,142 -27%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$10M +$5.11M +56,483 +95%
PAG
118
Private Advisor Group
New Jersey
$9.79M -$4.31M -47,569 -30%
JWS
119
Juncture Wealth Strategies
Arizona
$9.76M +$10.2M +112,821 New
VSI
120
Verde Servicos Internacionais
Brazil
$9.67M -$6.13M -67,725 -38%
AIC
121
Ayalon Insurance Company
Israel
$9.64M +$129K +1,430 +1%
SGAM
122
Steinberg Global Asset Management
Florida
$9.63M +$134K +1,479 +1%
CA
123
Cumberland Advisors
Florida
$9.59M +$5.05M +55,780 +101%
UAS
124
United Asset Strategies
New York
$9.07M -$1.79M -19,742 -16%
QA
125
Quantitative Advantage
Minnesota
$9.04M +$1.15M +12,656 +14%

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.