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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
VFA
326
Voya Financial Advisors
Connecticut
$1.23M -$369K -4,843 -24%
RBC
327
Roble Belko & Company
Pennsylvania
$1.22M -$242K -3,174 -17%
FANJ
328
Financial Architects (New Jersey)
New Jersey
$1.22M +$48.5K +636 +4%
CA
329
Cornerstone Advisory
Maryland
$1.2M
MC
330
Mathes Company
New York
$1.19M +$107K +1,400 +10%
MCM
331
MV Capital Management
Maryland
$1.19M +$36K +473 +3%
Cetera Investment Advisers
332
Cetera Investment Advisers
Illinois
$1.18M +$67.7K +888 +6%
HFS
333
HL Financial Services
Kentucky
$1.18M +$571K +7,496 +102%
DADC
334
D.A. Davidson & Co
Montana
$1.17M -$767K -10,071 -41%
NB
335
NBT Bank
New York
$1.15M -$81.2K -1,066 -7%
BCM
336
Boltwood Capital Management
California
$1.13M +$200K +2,625 +23%
ISB
337
Iowa State Bank
Iowa
$1.11M
SIA
338
Spruce Investment Advisors
Connecticut
$1.09M -$161K -2,113 -13%
Chevy Chase Trust
339
Chevy Chase Trust
Maryland
$1.09M -$15.2K -200 -1%
VKH
340
Virtu KCG Holdings
New York
$1.07M +$375K +4,924 +57%
Prudential Financial
341
Prudential Financial
New Jersey
$1.07M +$361K +4,740 +54%
DI
342
Diligent Investors
California
$1.06M +$1.02M +13,322 New
Wolverine Trading
343
Wolverine Trading
Illinois
$1.05M -$972K -12,757 -49%
EWA
344
Exencial Wealth Advisors
Oklahoma
$1.05M +$670K +8,800 +198%
OCM
345
Orleans Capital Management
Louisiana
$1.04M -$229K -3,000 -19%
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$1.03M +$94.3K +1,238 +10%
SS
347
Simplicity Solutions
Minnesota
$1M +$272K +3,575 +40%
WS
348
Wedbush Securities
California
$998K +$40.8K +536 +4%
PFT
349
Providence First Trust
Arizona
$966K +$928K +12,185 New
GEM
350
Global Endowment Management
North Carolina
$951K

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.