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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
SC
151
Scotia Capital
Ontario, Canada
$6.72M +$1.23M +13,548 +21%
MC
152
Martin & Co
Tennessee
$6.67M -$31.2K -345 -0.4%
RSWM
153
Robertson Stephens Wealth Management
California
$6.63M +$6.94M +76,692 New
KHLMTHM
154
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.57M
TFA
155
Toth Financial Advisory
Virginia
$6.55M +$272K +3,000 +4%
TF
156
TIAA FSB
Florida
$6.55M +$515K +5,685 +8%
CGA
157
Crescent Grove Advisors
Illinois
$6.54M +$6.84M +75,573 New
1IA
158
1834 Investment Advisors
Wisconsin
$6.49M +$233K +2,578 +4%
SCA
159
Stillwater Capital Advisors
Pennsylvania
$6.39M +$767K +8,471 +13%
CIA
160
Capital Investment Advisors
Georgia
$6.18M -$76.1K -841 -1%
DCC
161
Dow Chemical Company
Michigan
$6.17M -$2.43M -26,901 -27%
HCMNY
162
Howard Capital Management (New York)
New York
$6.14M -$122K -1,344 -2%
FIM
163
Freedom Investment Management
Connecticut
$6.1M +$6.38M +70,523 New
EWA
164
EP Wealth Advisors
California
$6.08M +$3.6M +39,828 +96%
CAN
165
Cetera Advisor Networks
California
$6.08M +$560K +6,191 +10%
WCP
166
Welch Capital Partners
New York
$6.07M
BAAM
167
Baker Avenue Asset Management
California
$5.96M +$1.07M +11,853 +21%
CWM
168
CMH Wealth Management
New Hampshire
$5.88M -$187K -2,065 -3%
LFAS
169
Level Four Advisory Services
Texas
$5.87M +$4.14M +45,705 +206%
VWM
170
Venturi Wealth Management
Texas
$5.77M -$1.22M -13,450 -16%
SI
171
Stephens Inc
Arkansas
$5.76M -$378K -4,175 -6%
MCM
172
Manchester Capital Management
Vermont
$5.74M
RIG
173
Roosevelt Investment Group
New York
$5.65M -$689K -7,614 -10%
FFG
174
Frisch Financial Group
New York
$5.61M +$5.87M +64,888 New
GWM
175
Geneos Wealth Management
Colorado
$5.53M +$2.61M +28,826 +80%

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.