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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
AFS
251
Access Financial Services
Minnesota
$1.75M -$16.8K -230 -1%
GT
252
Glenmede Trust
Pennsylvania
$1.75M +$9.99K +137 +0.6%
AIM
253
Advantage Investment Management
Iowa
$1.75M +$5.68K +78 +0.3%
KeyBank National Association
254
KeyBank National Association
Ohio
$1.7M -$384K -5,274 -19%
DAS
255
Dynamic Advisor Solutions
Arizona
$1.69M -$108K -1,478 -6%
CFB
256
Cullen/Frost Bankers
Texas
$1.69M -$82.9K -1,137 -5%
BA
257
Birinyi Associates
Connecticut
$1.68M -$284K -3,900 -15%
PGFC
258
Peapack-Gladstone Financial Corp
New Jersey
$1.65M -$5.9K -81 -0.4%
M&T Bank
259
M&T Bank
New York
$1.65M -$1.29M -17,647 -44%
MSAM
260
Moloney Securities Asset Management
Missouri
$1.64M +$183K +2,504 +13%
LNB
261
Ledyard National Bank
$1.61M +$1.1M +15,134 +231%
SB
262
Simmons Bank
Arkansas
$1.6M +$84.7K +1,162 +6%
TH
263
Timber Hill
Connecticut
$1.59M +$1.56M +21,359 New
MA
264
Montag & Associates
Georgia
$1.52M
SFG
265
SNS Financial Group
Minnesota
$1.51M +$1.21M +16,604 +441%
VFA
266
Voya Financial Advisors
Connecticut
$1.51M +$510K +6,998 +53%
LCM
267
Lee Capital Management
New York
$1.49M
LPC
268
Loeb Partners Corp
New York
$1.49M +$729K +10,000 +100%
FEG
269
Financial Enhancement Group
Indiana
$1.46M -$362K -4,971 -20%
BF
270
BOK Financial
Oklahoma
$1.46M -$274K -3,764 -16%
PAG
271
Private Advisory Group
Washington
$1.45M +$207K +2,841 +17%
SBL
272
Sargent Bickham Lagudis
Colorado
$1.44M +$1.08M +14,775 +324%
HNB
273
Huntington National Bank
Ohio
$1.42M +$13.9K +191 +1%
VC
274
Vicus Capital
Pennsylvania
$1.41M -$45.9K -630 -3%
AI
275
Atria Investments
North Carolina
$1.41M +$554K +7,600 +67%

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.