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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
NFG
426
Nations Financial Group
Iowa
$539K +$225K +2,947 +76%
RT
427
Rockland Trust
Massachusetts
$520K +$6.09K +80 +1%
SAM
428
Silvercrest Asset Management
New York
$519K
GIM
429
Goelzer Investment Management
Indiana
$511K -$1.22K -16 -0.2%
OIA
430
Optimum Investment Advisors
Illinois
$507K -$7.62K -100 -2%
SC
431
SouthState Corp
Florida
$505K -$19.2K -252 -4%
AGM
432
Alpine Global Management
New York
$502K +$483K +6,337 New
AGU
433
Alpine Group USVI
U.S. Virgin Islands
$502K +$483K +6,337 New
SXL
434
Summit X LLC
Missouri
$501K +$480K +6,301 New
1IA
435
1834 Investment Advisors
Wisconsin
$497K +$478K +6,276 New
BCP
436
Berkeley Capital Partners
Georgia
$486K +$1.68K +22 +0.4%
PFM
437
Peak Financial Management
Massachusetts
$485K
FFBTD
438
First Financial Bank - Trust Division
Ohio
$482K -$11.7K -154 -2%
DIP
439
DT Investment Partners
Pennsylvania
$479K
PG
440
Patten Group
Tennessee
$475K +$119K +1,558 +35%
RIA
441
Regal Investment Advisors
Michigan
$474K -$236K -3,103 -34%
FHA
442
Flagship Harbor Advisors
Massachusetts
$472K +$58K +761 +15%
CL
443
Choreo LLC
Illinois
$471K +$112K +1,474 +33%
PCM
444
Parsons Capital Management
Rhode Island
$462K -$7.62K -100 -2%
CT
445
Cambridge Trust
Massachusetts
$458K -$232K -3,050 -35%
PPA
446
Parametric Portfolio Associates
Washington
$453K +$140K +1,841 +48%
MWM
447
Merriman Wealth Management
Washington
$450K -$424K -5,566 -49%
DIA
448
Denver Investment Advisors
Colorado
$440K
I
449
IberiaBank
Louisiana
$438K
LSA
450
L & S Advisors
California
$436K -$88.9K -1,167 -18%

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.