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
Bank of America
1
Bank of America
North Carolina
$3.38B +$239M +2,643,193 +7%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.06B +$292M +3,220,839 +36%
Morgan Stanley
3
Morgan Stanley
New York
$854M +$198M +2,184,960 +28%
Wells Fargo
4
Wells Fargo
California
$824M +$46.6M +514,330 +6%
Goldman Sachs
5
Goldman Sachs
New York
$364M +$70.9M +783,438 +23%
Ameriprise
6
Ameriprise
Minnesota
$323M +$116M +1,286,179 +53%
UBS Group
7
UBS Group
Switzerland
$309M -$39.9M -440,571 -11%
SGI
8
Swan Global Investments
Colorado
$291M -$36.8M -406,718 -11%
BlackRock
9
BlackRock
New York
$219M +$32.7M +361,175 +17%
CM
10
Churchill Management
California
$163M +$55.2M +609,644 +48%
Barclays
11
Barclays
United Kingdom
$158M -$282M -3,114,088 -63%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$153M +$6.02M +66,517 +4%
LPL Financial
13
LPL Financial
California
$140M -$12.5M -137,760 -8%
CI
14
Clal Insurance
Israel
$130M +$136M +1,500,000 New
PVH
15
Psagot Value Holdings
Israel
$118M -$1.51M -16,638 -1%
LMIM
16
Lockheed Martin Investment Management
Maryland
$115M -$87.8K -970 -0.1%
Citigroup
17
Citigroup
New York
$110M -$291M -3,213,619 -72%
RJA
18
Raymond James & Associates
Florida
$105M +$18.3M +202,108 +20%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$99.6M -$127M -1,397,798 -55%
CSIA
20
Charles Schwab Investment Advisory
California
$99.5M +$104M +1,150,154 New
NLI
21
Nippon Life Insurance
Japan
$98.4M
TAIM
22
TD Ameritrade Investment Management
Nebraska
$97.8M -$1.14M -12,583 -1%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$96.4M -$13.3M -147,074 -12%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$96M +$25.1M +277,028 +33%
Rafferty Asset Management
25
Rafferty Asset Management
New York
$93.6M -$33.9M -374,261 -26%

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.