We are live on ! Find out more
XLV icon

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
CIBC World Market
176
CIBC World Market
Ontario, Canada
$5.32M +$1.14M +12,565 +26%
BC
177
Bartlett & Co
Ohio
$5.26M +$4.61M +50,888 +514%
BCWM
178
Bartlett & Co Wealth Management
Ohio
$5.26M +$4.61M +50,888 +514%
FCC
179
Florin Court Capital
United Kingdom
$5.21M -$19.7M -217,800 -78%
CIC
180
Carnegie Investment Counsel
Ohio
$5.17M +$3.23M +35,641 +147%
BS
181
Banco Santander
Spain
$5.15M +$5.39M +59,541 New
CS
182
Credit Suisse
Switzerland
$4.84M -$25.3M -280,052 -83%
ATI
183
Act Two Investors
California
$4.83M +$5.06M +55,861 New
1832 Asset Management
184
1832 Asset Management
Ontario, Canada
$4.81M +$493K +5,445 +11%
RWMH
185
Riverpoint Wealth Management Holdings
Illinois
$4.81M +$495K +5,470 +11%
RAM
186
Riggs Asset Management
Pennsylvania
$4.77M +$4.99M +55,098 +73,464%
ACS
187
Archford Capital Strategies
Illinois
$4.77M -$42.7K -472 -0.8%
COI
188
Capital One Investing
Virginia
$4.75M +$5.05M +55,771 New
JIR
189
James Investment Research
Ohio
$4.75M +$4.68M +51,677 +1,588%
EC
190
Estate Counselors
Wisconsin
$4.75M -$235K -2,600 -5%
SBWM
191
Sunflower Bank Wealth Management
Arizona
$4.73M +$700K +7,730 +16%
APA
192
American Portfolios Advisors
New York
$4.64M +$687K +7,587 +16%
VF
193
Virtu Financial
New York
$4.63M +$4.84M +53,464 New
CCT
194
Chemung Canal Trust
New York
$4.61M +$1.78M +19,621 +58%
HFS
195
HL Financial Services
Kentucky
$4.6M +$2.83M +31,218 +142%
SPL
196
Smart Portfolios LLC
Washington
$4.59M -$62.1K -686 -1%
SWP
197
Stratos Wealth Partners
Ohio
$4.58M -$5.25M -58,026 -52%
HCP
198
Holt Capital Partners
Texas
$4.58M +$373K +4,125 +8%
SPC
199
Sigma Planning Corp
Michigan
$4.57M +$1.25M +13,770 +35%
Creative Planning
200
Creative Planning
Kansas
$4.54M -$173K -1,912 -4%

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.