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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
PMG
451
ProVise Management Group
Florida
$360K +$352K +4,835 New
PCMM
452
Private Capital Management (Minnesota)
Minnesota
$357K -$175K -2,400 -33%
IWA
453
Intercontinental Wealth Advisors
Texas
$357K -$14.9K -204 -4%
CIAS
454
Capital Investment Advisory Services
North Carolina
$355K -$1.95M -26,708 -85%
SMC
455
Smith, Moore & Co
Missouri
$351K +$22.2K +305 +7%
FIM
456
Fernwood Investment Management
Massachusetts
$347K
TAM
457
Tocqueville Asset Management
New York
$346K -$2.43M -33,345 -88%
YWP
458
YorkBridge Wealth Partners
New York
$346K -$17.5K -240 -5%
Brown Advisory
459
Brown Advisory
Maryland
$342K -$2.15M -29,444 -86%
HWA
460
HCR Wealth Advisors
California
$341K +$72.9K +1,000 +28%
GT
461
Glenview Trust
Kentucky
$340K -$41.9K -575 -11%
AIA
462
Allegis Investment Advisors
Idaho
$339K +$94K +1,289 +39%
CB
463
Community Bank
New York
$338K -$12.8K -175 -4%
IAA
464
Ironsides Asset Advisors
North Carolina
$335K -$254K -3,486 -44%
MC
465
Moors & Cabot
Massachusetts
$334K +$326K +4,479 New
BCFS
466
Butensky & Cohen Financial Security
Florida
$333K +$28.3K +388 +9%
CL
467
Choreo LLC
Illinois
$332K -$3.6M -49,441 -92%
WIM
468
Westside Investment Management
California
$331K +$222K +3,050 +215%
PG
469
Patten Group
Tennessee
$329K -$18.2K -250 -5%
FA
470
Fagan Associates
New York
$328K -$12.7K -174 -4%
EWA
471
Exencial Wealth Advisors
Oklahoma
$328K +$325K +4,454 New
AC
472
Abbrea Capital
California
$322K -$45.6K -625 -13%
CG
473
Colony Group
Massachusetts
$321K -$6.06M -83,207 -95%
BIM
474
Baldwin Investment Management
Pennsylvania
$320K
FT
475
Fiduciary Trust
Massachusetts
$318K

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.