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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
I
426
IberiaBank
Louisiana
$411K +$24.8K +340 +7%
FHA
427
First Horizon Advisors
Tennessee
$410K +$9.11K +125 +2%
WAS
428
WESPAC Advisors SoCal
California
$408K -$32.8K -450 -8%
MLL
429
Moody Lynn & Lieberson
Massachusetts
$404K -$51K -700 -11%
ASN
430
Advisory Services Network
Georgia
$404K +$396K +5,434 New
CTC
431
Central Trust Company
Missouri
$403K -$89.8K -1,232 -19%
WB
432
WesBanco Bank
West Virginia
$400K +$10.3K +141 +3%
NEPWA
433
New England Private Wealth Advisors
Massachusetts
$394K
EAM
434
Evanson Asset Management
California
$392K +$146 +2 +0%
CWM
435
Concert Wealth Management
California
$391K -$541K -7,420 -57%
BTIS
436
BB&T Investment Services
North Carolina
$390K +$366K +5,020 +2,092%
PAG
437
Pinnacle Advisory Group
Maryland
$388K -$1.63M -22,297 -81%
Truist Financial
438
Truist Financial
North Carolina
$388K -$87.8K -1,205 -19%
AIP
439
Ahrens Investment Partners
Louisiana
$379K -$72.9K -1,000 -16%
FHA
440
Flagship Harbor Advisors
Massachusetts
$379K +$34.8K +477 +10%
CG
441
Caprock Group
Idaho
$377K
TAF
442
Tredje AP-fonden
Sweden
$372K +$364K +5,000 New
EM
443
ELCO Management
New York
$366K -$5.83K -80 -2%
LWAC
444
Laurel Wealth Advisors (California)
California
$365K +$140K +1,916 +64%
BMM
445
Buffington Mohr McNeal
Idaho
$365K +$358K +4,911 New
LWM
446
Lyell Wealth Management
California
$364K +$357K +4,895 New
RMAM
447
Raab & Moskowitz Asset Management
New Jersey
$362K
NFG
448
Next Financial Group
Texas
$360K -$506K -6,945 -59%
AWE
449
Avidian Wealth Enterprises
Texas
$360K -$388K -5,317 -52%
CS
450
Cannell & Spears
New York
$360K -$82.7K -1,135 -19%

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.