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State Street Health Care Select Sector SPDR ETF

904 hedge funds and large institutions have $14.5B invested in State Street Health Care Select Sector SPDR ETF in 2019 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 301 increasing their positions, 341 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 93

9% more capital invested

Capital invested by funds: $13.3B → $14.5B (+$1.2B)

2% more funds holding

Funds holding: 883904 (+21)

1.77% more ownership

Funds ownership: 72.66%74.43% (+1.8%)

8% less funds holding in top 10

Funds holding in top 10: 8679 (-7)

12% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 341

16% less call options, than puts

Call options by funds: $790M | Put options by funds: $938M

Holders
904
Holders Change
+21
Holders Change %
+2.38%
% of All Funds
19.56%
Holding in Top 10
79
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.14%
% of All Funds
1.71%
New
133
Increased
301
Reduced
341
Closed
93
Calls
$790M
Puts
$938M
Net Calls
-$148M
Net Calls Change
+$93.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.45B -$127M -1,403,201 -4%
JP Morgan Chase
2
JP Morgan Chase
New York
$971M -$145M -1,613,417 -13%
Morgan Stanley
3
Morgan Stanley
New York
$922M +$15.5M +171,828 +2%
Wells Fargo
4
Wells Fargo
California
$833M -$40M -444,071 -5%
Ameriprise
5
Ameriprise
Minnesota
$545M +$199M +2,210,182 +59%
Goldman Sachs
6
Goldman Sachs
New York
$426M +$39.6M +439,607 +10%
UBS Group
7
UBS Group
Switzerland
$425M +$95.4M +1,057,970 +30%
SGI
8
Swan Global Investments
Colorado
$389M +$118M +1,310,193 +38%
Citigroup
9
Citigroup
New York
$297M +$178M +1,968,816 +155%
BlackRock
10
BlackRock
New York
$216M -$15.8M -175,641 -7%
LPL Financial
11
LPL Financial
California
$192M +$42.4M +470,403 +29%
CM
12
Churchill Management
California
$179M +$5.26M +58,302 +3%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$176M +$69.5M +770,733 +67%
RBA
14
Richard Bernstein Advisors
New York
$159M +$78.9M +874,945 +102%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$147M -$14.9M -165,755 -9%
MIFH
16
Migdal Insurance & Financial Holdings
Israel
$120M +$57.2M +633,869 +93%
State Street
17
State Street
Massachusetts
$118M +$116M +1,283,029 New
CI
18
Clal Insurance
Israel
$118M -$19.7M -218,639 -15%
PVH
19
Psagot Value Holdings
Israel
$116M -$9.55M -105,924 -8%
Rafferty Asset Management
20
Rafferty Asset Management
New York
$110M +$10.8M +119,795 +11%
RJA
21
Raymond James & Associates
Florida
$107M -$4.66M -51,735 -4%
NLI
22
Nippon Life Insurance
Japan
$104M
CSIA
23
Charles Schwab Investment Advisory
California
$99.5M -$5.91M -65,528 -6%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$99.2M -$4.37M -48,467 -4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$97.4M -$4.39M -48,738 -4%

XLV Hedge Fund Activity: Q1 2019 in Review

904 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2019, worth a combined $14.5B — up 9% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new XLV positions and 93 closed out — a net gain of 40 holders — while 301 added to existing stakes and 341 trimmed.

The largest buyer was Ameriprise, adding an estimated $199M. The largest seller was JP Morgan Chase, cutting an estimated $145M.

  • 904 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2019, up from 883 in Q4 2018.
  • Funds reported $14.5B of State Street Health Care Select Sector SPDR ETF stock for Q1 2019, up 9% quarter-over-quarter.
  • 133 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2019 and 93 closed out, a net change of +40 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2019 was Ameriprise, an estimated $199M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2019 was JP Morgan Chase, an estimated $145M sold.

Based on aggregated 13F filings for Q1 2019.