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State Street Health Care Select Sector SPDR ETF

674 hedge funds and large institutions have $11.3B invested in State Street Health Care Select Sector SPDR ETF in 2017 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 269 increasing their positions, 212 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 60

27% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 212

14% more funds holding in top 10

Funds holding in top 10: 5057 (+7)

7% more capital invested

Capital invested by funds: $10.5B → $11.3B (+$772M)

2% more funds holding

Funds holding: 660674 (+14)

9% more call options, than puts

Call options by funds: $682M | Put options by funds: $624M

0.63% less ownership

Funds ownership: 65.88%65.25% (-0.63%)

Holders
674
Holders Change
+14
Holders Change %
+2.12%
% of All Funds
16.8%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
1.42%
New
79
Increased
269
Reduced
212
Closed
60
Calls
$682M
Puts
$624M
Net Calls
+$57.4M
Net Calls Change
-$480M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
226
Geneva Advisors
Illinois
$2.68M -$530K -6,956 -17%
NPC
227
National Planning Corporation
California
$2.66M +$84.8K +1,113 +3%
BOTW
228
Bank of the West
California
$2.56M -$570K -7,475 -19%
Nomura Asset Management
229
Nomura Asset Management
Japan
$2.56M +$1.07M +14,000 +77%
MFW
230
Meristem Family Wealth
Minnesota
$2.54M
SIMM
231
Stillwater Investment Management (Minnesota)
Minnesota
$2.48M -$22.7K -298 -0.9%
SSB
232
Sandy Spring Bank
Maryland
$2.46M +$7.77K +102 +0.3%
GCA
233
Greenwood Capital Associates
South Carolina
$2.46M +$2.37M +31,080 New
PP
234
Patten & Patten
Tennessee
$2.45M
JG
235
Jefferies Group
New York
$2.44M +$2.07M +27,167 +757%
CWM
236
CMH Wealth Management
New Hampshire
$2.42M -$9.52K -125 -0.4%
BII
237
Bainco International Investors
Massachusetts
$2.4M +$68.7K +902 +3%
IC
238
InterOcean Capital
Illinois
$2.36M +$1.28M +16,772 +129%
HCP
239
Holt Capital Partners
Texas
$2.31M +$316K +4,150 +17%
PWSG
240
Pacific Wealth Strategies Group
California
$2.29M -$225K -2,948 -9%
PG
241
Proffitt & Goodson
Tennessee
$2.28M -$38.9K -510 -2%
BAC
242
Boys Arnold & Co
North Carolina
$2.27M -$7.62K -100 -0.3%
IH
243
IFC Holdings
Florida
$2.27M +$1.9M +24,979 +681%
SPC
244
Sigma Planning Corp
Michigan
$2.25M +$123K +1,610 +6%
FNBOH
245
First National Bank of Hutchinson
Kansas
$2.24M -$61K -800 -3%
WA
246
Winfield Associates
Ohio
$2.23M +$137K +1,800 +7%
MHS
247
M Holdings Securities
Oregon
$2.22M +$1.85M +24,336 +665%
FTS
248
Fifth Third Securities
Ohio
$2.17M -$101K -1,330 -5%
LWA
249
Lowe Wealth Advisors
Maryland
$2.15M +$42.4K +556 +2%
SWA
250
SFMG Wealth Advisors
Texas
$2.15M -$156K -2,052 -7%

XLV Hedge Fund Activity: Q2 2017 in Review

674 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2017, worth a combined $11.3B — up 7.3% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new XLV positions and 60 closed out — a net gain of 19 holders — while 269 added to existing stakes and 212 trimmed.

The largest buyer was LPL Financial, adding an estimated $125M. The largest seller was Bank of America, cutting an estimated $381M.

  • 674 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2017, up from 660 in Q1 2017.
  • Funds reported $11.3B of State Street Health Care Select Sector SPDR ETF stock for Q2 2017, up 7.3% quarter-over-quarter.
  • 79 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2017 and 60 closed out, a net change of +19 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2017 was LPL Financial, an estimated $125M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2017 was Bank of America, an estimated $381M sold.

Based on aggregated 13F filings for Q2 2017.