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
KeyBank National Association
201
KeyBank National Association
Ohio
$4.54M +$1.32M +14,627 +39%
BAM
202
Brave Asset Management
New Jersey
$4.46M -$48.1K -532 -1%
HJA
203
Hugh Johnson Advisors
New York
$4.45M -$2.05M -22,632 -31%
MBT
204
Monroe Bank & Trust
Michigan
$4.43M -$113K -1,248 -2%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$4.43M -$877K -9,693 -16%
Marshall Wace
206
Marshall Wace
United Kingdom
$4.42M +$2.33M +25,741 +101%
BTNA
207
Bremer Trust National Association
Minnesota
$4.38M +$4.36M +48,170 +1,913%
PC
208
Palo Capital
California
$4.33M +$3.08M +34,056 +213%
RWP
209
RWA Wealth Partners
Massachusetts
$4.29M +$1.64M +18,101 +57%
TW
210
Transform Wealth
Colorado
$4.28M +$155K +1,713 +4%
PWAP
211
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.21M -$271K -2,999 -6%
KF
212
Krilogy Financial
Missouri
$4.18M +$121K +1,342 +3%
HH
213
Hilltop Holdings
Texas
$4.16M +$3.73M +41,259 +608%
NCM
214
Nelson Capital Management
California
$4.15M +$1.65M +18,205 +61%
PCIA
215
Prime Capital Investment Advisors
Kansas
$4.11M +$4.3M +47,500 New
QAM
216
Q3 Asset Management
Michigan
$4.02M -$1.36M -15,003 -24%
CA
217
Cetera Advisors
Colorado
$3.87M +$875K +9,664 +28%
TFA
218
Transamerica Financial Advisors
Florida
$3.83M +$397K +4,391 +11%
DWA
219
Dorsey Wright & Associates
California
$3.7M +$3.87M +42,801 New
SWM
220
Strategic Wealth Management
Washington
$3.64M -$18.6K -206 -0.5%
SCCM
221
Schafer Cullen Capital Management
New York
$3.61M +$3.77M +41,697 New
OC
222
Oppenheimer & Co
New York
$3.57M -$176K -1,940 -4%
CPA
223
Capital Planning Advisors
California
$3.55M +$3.47M +38,331 +1,438%
SCP
224
Silverleafe Capital Partners
Tennessee
$3.53M +$154K +1,703 +4%
PP
225
Patten & Patten
Tennessee
$3.5M -$6.52K -72 -0.2%

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.