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State Street Health Care Select Sector SPDR ETF

660 hedge funds and large institutions have $10.5B invested in State Street Health Care Select Sector SPDR ETF in 2017 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 217 increasing their positions, 238 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 55

46% more call options, than puts

Call options by funds: $1.71B | Put options by funds: $1.18B

14% more capital invested

Capital invested by funds: $9.19B → $10.5B (+$1.32B)

7% more funds holding

Funds holding: 614660 (+46)

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

9% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 238

2.15% less ownership

Funds ownership: 68.04%65.88% (-2.2%)

Holders
660
Holders Change
+46
Holders Change %
+7.49%
% of All Funds
16.43%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
1.24%
New
112
Increased
217
Reduced
238
Closed
55
Calls
$1.71B
Puts
$1.18B
Net Calls
+$538M
Net Calls Change
+$383M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
226
Edmond de Rothschild Holding
Switzerland
$2.13M -$1.9M -26,096 -48%
WAM
227
Weatherly Asset Management
California
$2.08M +$14.6K +200 +0.7%
LCM
228
Landscape Capital Management
New Jersey
$2.06M +$2.02M +27,763 New
P
229
PhaseCapital
New York
$2.03M -$197K -2,700 -9%
SFG
230
StrategIQ Financial Group
Indiana
$2.02M +$486K +6,673 +32%
VAM
231
Verity Asset Management
North Carolina
$2.02M +$1.99M +27,239 New
NCM
232
Nelson Capital Management
California
$1.99M +$101K +1,391 +5%
SPC
233
Sigma Planning Corp
Michigan
$1.99M -$189K -2,598 -9%
WIC
234
Woodmont Investment Counsel
Tennessee
$1.99M
LWA
235
Lowe Wealth Advisors
Maryland
$1.98M -$7.58K -104 -0.4%
WA
236
Winfield Associates
Ohio
$1.96M -$44.8K -615 -2%
CIC
237
Carnegie Investment Counsel
Ohio
$1.95M -$50.8K -697 -3%
Wolverine Trading
238
Wolverine Trading
Illinois
$1.94M -$12.6K -173 -0.7%
WHG
239
Westwood Holdings Group
Texas
$1.92M -$41.6K -571 -2%
CICI
240
Capital Investment Counsel Inc
North Carolina
$1.91M +$1.88M +25,730 New
SHGA
241
Sand Hill Global Advisors
California
$1.9M +$2.62K +36 +0.1%
BRWA
242
B. Riley Wealth Advisors
Florida
$1.9M -$8.67K -119 -0.5%
HCP
243
Holt Capital Partners
Texas
$1.86M +$22.2K +305 +1%
RMC
244
Regis Management Company
California
$1.85M
DADC
245
D.A. Davidson & Co
Montana
$1.85M -$261K -3,576 -13%
IFA
246
Interactive Financial Advisors
Illinois
$1.85M -$196K -2,687 -10%
SSWM
247
Smith Salley Wealth Management
North Carolina
$1.83M -$40K -549 -2%
SHWM
248
Smith & Howard Wealth Management
Georgia
$1.81M -$238K -3,265 -12%
CCMW
249
Cypress Capital Management (Wyoming)
Wyoming
$1.8M -$251K -3,440 -12%
AIIMS
250
Analyst IMS Investment Management Services
Israel
$1.79M

XLV Hedge Fund Activity: Q1 2017 in Review

660 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2017, worth a combined $10.5B — up 14% from $9.19B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new XLV positions and 55 closed out — a net gain of 57 holders — while 217 added to existing stakes and 238 trimmed.

The largest buyer was Barclays, adding an estimated $653M. The largest seller was Goldman Sachs, cutting an estimated $454M.

  • 660 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2017, up from 614 in Q4 2016.
  • Funds reported $10.5B of State Street Health Care Select Sector SPDR ETF stock for Q1 2017, up 14% quarter-over-quarter.
  • 112 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2017 and 55 closed out, a net change of +57 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2017 was Barclays, an estimated $653M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2017 was Goldman Sachs, an estimated $454M sold.

Based on aggregated 13F filings for Q1 2017.