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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
GWM
401
Geneos Wealth Management
Colorado
$635K -$58.5K -768 -9%
TFA
402
Transamerica Financial Advisors
Florida
$624K -$378K -4,956 -39%
ASN
403
Advisory Services Network
Georgia
$612K +$174K +2,285 +42%
B
404
Bailard
California
$604K -$5.56K -73 -0.9%
KIG
405
Kessler Investment Group
Indiana
$603K +$8K +105 +1%
PCMC
406
Paragon Capital Management (Colorado)
Colorado
$600K +$99K +1,299 +21%
CPA
407
Court Place Advisors
Maryland
$597K
NEIRG
408
New England Investment & Retirement Group
Massachusetts
$594K -$15.2K -200 -3%
AG
409
Appleton Group
Wisconsin
$589K +$111K +1,460 +24%
USGIU
410
U.S. Global Investors (USGI)
Texas
$586K +$564K +7,400 New
CCT
411
Country Club Trust
Missouri
$585K +$56K +735 +11%
AIA
412
Allegis Investment Advisors
Idaho
$582K +$212K +2,785 +61%
BSW
413
Buckingham Strategic Wealth
Missouri
$581K +$559K +7,338 New
GRP
414
Global Retirement Partners
California
$580K +$29.6K +388 +6%
WAM
415
Wolverine Asset Management
Illinois
$576K +$554K +7,270 New
AllianceBernstein
416
AllianceBernstein
Tennessee
$575K +$552K +7,251 New
HCM
417
Hilton Capital Management
New York
$569K
OIA
418
OneDigital Investment Advisors
Kansas
$557K +$536K +7,031 New
WPC
419
Waters Parkerson & Co
Louisiana
$555K
FWCM
420
Ferguson Wellman Capital Management
Oregon
$554K -$41.1K -540 -7%
SC
421
Scotia Capital
Ontario, Canada
$551K +$61.1K +802 +13%
FCAG
422
First Capital Advisors Group
New Jersey
$550K +$529K +6,942 New
RCAG
423
Rehmann Capital Advisory Group
Michigan
$549K +$152 +2 +0%
FMC
424
First Merchants Corp
Indiana
$547K
SBIA
425
Sheaff Brock Investment Advisors
Indiana
$545K -$250K -3,283 -32%

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.