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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
DAS
276
Dynamic Advisor Solutions
Arizona
$1.82M +$16.9K +222 +1%
BA
277
Birinyi Associates
Connecticut
$1.79M
SHWM
278
Smith & Howard Wealth Management
Georgia
$1.78M -$146K -1,921 -8%
ID
279
Integral Derivatives
New York
$1.77M +$1.7M +22,350 New
AIP
280
ARS Investment Partners
New York
$1.76M +$390K +5,118 +30%
PGFC
281
Peapack-Gladstone Financial Corp
New Jersey
$1.75M -$762 -10 -0%
GT
282
Glenmede Trust
Pennsylvania
$1.75M
CWP
283
Capital Wealth Planning
Florida
$1.75M +$1.68M +22,092 New
KeyBank National Association
284
KeyBank National Association
Ohio
$1.74M -$63K -827 -4%
AWA
285
ARS Wealth Advisors
Florida
$1.73M +$594K +7,793 +55%
ISL
286
Ingalls & Snyder LLC
New York
$1.7M +$422K +5,540 +35%
FEG
287
Financial Enhancement Group
Indiana
$1.7M +$135K +1,767 +9%
SB
288
Simmons Bank
Arkansas
$1.65M -$56.9K -747 -3%
GIA
289
Granite Investment Advisors
New Hampshire
$1.63M +$115K +1,504 +8%
M&T Bank
290
M&T Bank
New York
$1.62M -$131K -1,721 -8%
MA
291
Montag & Associates
Georgia
$1.61M -$13.7K -180 -0.9%
LCM
292
Lee Capital Management
New York
$1.6M +$14.6K +191 +1%
MBT
293
Montecito Bank & Trust
California
$1.6M +$639K +8,387 +71%
VWM
294
Venturi Wealth Management
Texas
$1.6M +$384K +5,040 +33%
BGDI
295
BW Gestao de Investimentos
Brazil
$1.58M +$1.52M +20,000 New
SJIM
296
St. Johns Investment Management
Florida
$1.58M +$96.8K +1,271 +7%
SBL
297
Sargent Bickham Lagudis
Colorado
$1.56M +$23.1K +303 +2%
EDRH
298
Edmond de Rothschild Holding
Switzerland
$1.52M -$719K -9,443 -33%
SHGA
299
Sand Hill Global Advisors
California
$1.52M -$483K -6,343 -25%
WA
300
WFG Advisors
Texas
$1.51M +$186K +2,436 +15%

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.