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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
ISL
301
Ingalls & Snyder LLC
New York
$1.19M +$433K +5,944 +59%
SIA
302
Spruce Investment Advisors
Connecticut
$1.18M -$157K -2,156 -12%
PBT
303
Pictet Bank & Trust
Bahamas
$1.18M
NB
304
NBT Bank
New York
$1.16M -$60.8K -834 -5%
CPA
305
Capital Planning Advisors
California
$1.16M +$49.1K +674 +5%
AWA
306
Artemis Wealth Advisors
New York
$1.16M +$1.13M +15,570 New
MCP
307
Mirador Capital Partners
California
$1.14M +$1.12M +15,383 New
CA
308
Cornerstone Advisory
Maryland
$1.13M +$1.1M +15,125 New
VWM
309
Venturi Wealth Management
Texas
$1.11M -$146K -2,000 -12%
AI
310
ArchPoint Investors
Florida
$1.1M -$22.8K -313 -2%
FANJ
311
Financial Architects (New Jersey)
New Jersey
$1.09M +$339K +4,650 +46%
NP
312
NorthRock Partners
Minnesota
$1.08M -$1.88M -25,825 -64%
CCMD
313
Cypress Capital Management (Delaware)
Delaware
$1.08M +$289K +3,971 +37%
MCM
314
MV Capital Management
Maryland
$1.08M +$964K +13,232 +1,042%
FA
315
FDx Advisors
Illinois
$1.07M +$479K +6,570 +84%
Cetera Investment Advisers
316
Cetera Investment Advisers
Illinois
$1.05M +$127K +1,737 +14%
AWA
317
ARS Wealth Advisors
Florida
$1.05M +$1.03M +14,085 New
ISB
318
Iowa State Bank
Iowa
$1.05M +$77.6K +1,065 +8%
Chevy Chase Trust
319
Chevy Chase Trust
Maryland
$1.04M +$1.82K +25 +0.2%
CA
320
Cetera Advisors
Colorado
$1.03M -$163K -2,233 -14%
MC
321
Mathes Company
New York
$1.01M +$197K +2,700 +25%
PSUF
322
People's United Financial
Connecticut
$994K -$114K -1,563 -10%
IC
323
InterOcean Capital
Illinois
$968K +$70.9K +973 +8%
PAS
324
Partnervest Advisory Services
California
$966K +$500K +6,865 +112%
TFA
325
Transamerica Financial Advisors
Florida
$955K +$934K +12,809 +58,223%

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.