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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
DG
351
Davidson & Garrard
Virginia
$737K +$25.5K +350 +4%
CA
352
Corrado Advisors
New Jersey
$728K -$28.7K -394 -4%
TNB
353
Thomasville National Bank
Georgia
$721K +$707K +9,700 New
RFC
354
Regions Financial Corp
Alabama
$703K +$2.99K +41 +0.4%
IWM
355
IHT Wealth Management
Illinois
$703K +$6.78K +93 +1%
LC
356
LCNB Corp
Ohio
$684K
KCM
357
Karp Capital Management
California
$682K -$656 -9 -0.1%
RIA
358
Regal Investment Advisors
Michigan
$675K -$11.4K -156 -2%
SS
359
Simplicity Solutions
Minnesota
$672K +$354K +4,861 +116%
AIA
360
Avalon Investment & Advisory
Texas
$660K -$23.8K -327 -4%
CT
361
Cambridge Trust
Massachusetts
$657K -$590K -8,090 -48%
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$655K -$276K -3,789 -30%
Prudential Financial
363
Prudential Financial
New Jersey
$654K +$641K +8,800 New
GWM
364
Geneos Wealth Management
Colorado
$651K -$92.6K -1,270 -13%
CAM
365
Capstone Asset Management
Texas
$646K -$10.4M -143,219 -94%
VKH
366
Virtu KCG Holdings
New York
$642K +$629K +8,636 New
UR
367
USCA RIA
Texas
$630K +$120K +1,652 +24%
RWP
368
RWA Wealth Partners
Massachusetts
$620K +$607K +8,333 New
VFA
369
Virtus Fund Advisers
Connecticut
$607K -$32.8K -450 -5%
AFP
370
Ausdal Financial Partners
Iowa
$604K +$204K +2,797 +53%
AWM
371
AE Wealth Management
Kansas
$604K +$286K +3,924 +94%
KCM
372
Kanawha Capital Management
Virginia
$601K +$59.8K +820 +11%
WEC
373
Winslow Evans & Crocker
Massachusetts
$599K +$364K +4,998 +163%
RGNCM
374
R.G. Niederhoffer Capital Management
New York
$587K +$576K +7,900 New
GBT
375
Grove Bank & Trust
Florida
$585K -$129K -1,765 -18%

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.