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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
Man Group
126
Man Group
United Kingdom
$9M -$7.44M -82,200 -44%
MUAMU
127
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$8.56M +$8.96M +99,000 New
NCM
128
Niemann Capital Management
Nevada
$8.51M +$8.91M +98,409 New
BWFA
129
Baltimore-Washington Financial Advisors
Maryland
$8.47M +$273K +3,012 +3%
CB
130
Commerce Bank
Missouri
$8.36M -$33.9K -375 -0.4%
MPA
131
Marvin & Palmer Associates
Delaware
$8.19M +$172K +1,904 +2%
BHB
132
Bank Hapoalim BM
Israel
$8.11M -$6.04M -66,702 -42%
RWM
133
Rezny Wealth Management
Florida
$8.04M +$191K +2,114 +2%
BFIC
134
Bedell Frazier Investment Counselling
California
$7.97M +$3.77M +41,645 +83%
AIMCA
135
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.92M
HSBC Holdings
136
HSBC Holdings
United Kingdom
$7.73M +$2.54M +28,060 +46%
VDFA
137
Vickerman & Driscoll Financial Advisors
Washington
$7.72M +$172K +1,904 +2%
CIA
138
Choate Investment Advisors
Massachusetts
$7.63M +$7.98M +88,135 New
AW
139
ACG Wealth
Georgia
$7.48M -$93K -1,028 -1%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$7.47M +$2.63M +29,023 +51%
CC
141
Callan Capital
California
$7.43M -$599K -6,621 -7%
SPIA
142
Steward Partners Investment Advisory
New York
$7.31M +$2.35M +26,020 +44%
VR
143
Viridian RIA
Washington
$7.31M +$7.64M +84,457 New
JG
144
Jefferies Group
New York
$7.27M +$438K +4,834 +6%
Bank of New York Mellon
145
Bank of New York Mellon
New York
$7.26M +$1.73M +19,086 +29%
FAAS
146
First Allied Advisory Services
California
$7.17M +$1.03M +11,396 +16%
FMT
147
First Mercantile Trust
Tennessee
$7.04M +$928K +10,248 +14%
BMM
148
Berkshire Money Management
Massachusetts
$6.9M +$7.22M +79,779 New
AIP
149
Ameritas Investment Partners
Nebraska
$6.89M -$273K -3,020 -4%
CI
150
CX Institutional
Indiana
$6.84M +$1.94M +21,478 +37%

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.