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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
DG
376
Davidson & Garrard
Virginia
$775K -$9.9K -130 -1%
ACM
377
Avalon Capital Management
California
$774K +$744K +9,767 New
AFM
378
Abbot Financial Management
Massachusetts
$757K +$728K +9,550 New
LWM
379
Lyell Wealth Management
California
$755K +$353K +4,635 +95%
KA
380
Kovack Advisors
Florida
$748K +$155K +2,032 +27%
TBA
381
Train Babcock Advisors
New York
$740K +$146K +1,913 +26%
GCMG
382
Gyroscope Capital Management Group
Florida
$730K +$112K +1,476 +19%
LC
383
LCNB Corp
Ohio
$728K
AIA
384
Avalon Investment & Advisory
Texas
$722K +$17.1K +225 +3%
AFP
385
Ausdal Financial Partners
Iowa
$712K +$65.7K +862 +11%
FA
386
FDx Advisors
Illinois
$711K -$415K -5,441 -38%
LCM
387
Laurion Capital Management
New York
$709K -$8.16M -107,050 -92%
DLCIG
388
D.L. Carlson Investment Group
New Hampshire
$703K +$122K +1,600 +22%
EWM
389
Endurance Wealth Management
Rhode Island
$686K +$127K +1,670 +24%
CAM
390
Capstone Asset Management
Texas
$676K -$12.1K -159 -2%
WVP
391
Worth Venture Partners
New Jersey
$662K +$38.9K +510 +7%
RWP
392
RWA Wealth Partners
Massachusetts
$660K +$152 +2 +0%
RFC
393
Regions Financial Corp
Alabama
$658K -$87.9K -1,154 -12%
VAM
394
Visionary Asset Management
Texas
$649K +$624K +8,189 New
WEC
395
Winslow Evans & Crocker
Massachusetts
$648K +$9.29K +122 +2%
VFA
396
Virtus Fund Advisers
Connecticut
$647K +$76 +1 +0%
PSUF
397
People's United Financial
Connecticut
$646K -$397K -5,207 -39%
KCM
398
Kanawha Capital Management
Virginia
$644K +$3.81K +50 +0.6%
CG
399
Caprock Group
Idaho
$643K +$232K +3,047 +60%
DCM
400
Donaldson Capital Management
Indiana
$638K +$22.3K +293 +4%

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.