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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
SIC
401
Salem Investment Counselors
North Carolina
$494K +$477K +6,546 +6,680%
SC
402
SouthState Corp
Florida
$492K -$41K -563 -8%
RPG
403
Risk Paradigm Group
Texas
$491K +$481K +6,604 New
SAM
404
Silvercrest Asset Management
New York
$488K -$58.3K -800 -11%
OIA
405
Optimum Investment Advisors
Illinois
$483K -$41.9K -575 -8%
RT
406
Rockland Trust
Massachusetts
$482K -$66.8K -916 -12%
GIM
407
Goelzer Investment Management
Indiana
$481K -$6.71K -92 -1%
Capital Fund Management (CFM)
408
Capital Fund Management (CFM)
France
$481K +$471K +6,463 New
IFAM
409
Institutional & Family Asset Management
Colorado
$471K -$982K -13,467 -68%
PCMC
410
Paragon Capital Management (Colorado)
Colorado
$466K +$457K +6,270 New
FFBTD
411
First Financial Bank - Trust Division
Ohio
$464K +$23.6K +324 +5%
SC
412
Scotia Capital
Ontario, Canada
$457K -$701K -9,616 -61%
PFM
413
Peak Financial Management
Massachusetts
$455K
BCP
414
Berkeley Capital Partners
Georgia
$454K +$123K +1,693 +38%
DIP
415
DT Investment Partners
Pennsylvania
$450K +$4.37K +60 +1%
SLF
416
Sun Life Financial
Ontario, Canada
$449K +$160K +2,202 +7%
AG
417
Appleton Group
Wisconsin
$444K +$204K +2,803 +88%
PCM
418
Parsons Capital Management
Rhode Island
$441K +$9.11K +125 +2%
WP
419
WealthPLAN Partners
Nebraska
$436K +$429K +5,879 New
WI
420
Wintrust Investments
Illinois
$435K +$18.8K +258 +5%
DSAM
421
Dock Street Asset Management
Florida
$430K +$41K +563 +11%
SPIA
422
Steward Partners Investment Advisory
New York
$427K +$252K +3,451 +150%
Franklin Resources
423
Franklin Resources
California
$426K -$3.64K -50 -0.9%
MAM
424
Meeder Asset Management
Ohio
$417K +$213K +2,927 +109%
DIA
425
Denver Investment Advisors
Colorado
$413K

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.