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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
HIM
326
Hanlon Investment Management
New Jersey
$952K +$933K +12,800 New
WS
327
Wedbush Securities
California
$897K +$26.3K +361 +3%
GEM
328
Global Endowment Management
North Carolina
$892K
MBT
329
Montecito Bank & Trust
California
$881K -$108K -1,485 -11%
JIC
330
Johnson Investment Counsel
Ohio
$880K +$59.6K +818 +7%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$878K -$1.36M -18,603 -61%
BCM
332
Boltwood Capital Management
California
$866K +$56.3K +772 +7%
NWP
333
Northstar Wealth Partners
Connecticut
$864K +$849K +11,654 New
BWM
334
BigSur Wealth Management
Florida
$857K +$367K +5,040 +80%
AF
335
Affiance Financial
Minnesota
$846K -$230K -3,156 -22%
BA
336
BKS Advisors
Michigan
$845K +$32.8K +450 +4%
BA
337
Bristlecone Advisors
Washington
$844K
MWM
338
Merriman Wealth Management
Washington
$837K +$820K +11,251 New
CCM
339
Condor Capital Management
New Jersey
$834K -$70.8K -971 -8%
WCM
340
Weatherstone Capital Management
Colorado
$834K +$36.4K +500 +5%
SAM
341
Sequent Asset Management
Texas
$826K +$69.1K +948 +9%
SFS
342
Sowell Financial Services
Arkansas
$821K +$223K +3,060 +39%
ZIG
343
Zurich Insurance Group
Switzerland
$808K +$203K +2,782 +34%
CWM
344
Cornerstone Wealth Management
Missouri
$797K +$33.6K +461 +4%
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$778K -$1.55M -21,232 -67%
SBIA
346
Sheaff Brock Investment Advisors
Indiana
$756K +$741K +10,163 New
TD Asset Management
347
TD Asset Management
Ontario, Canada
$748K -$99.5K -1,365 -12%
BC
348
Bartlett & Co
Ohio
$748K
BCM
349
BlueCrest Capital Management
Jersey
$744K -$421K -5,781 -37%
OMC
350
Overbrook Management Corp
New York
$741K +$6.56K +90 +0.9%

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.