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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
IGGA
451
Iron Gate Global Advisors
Utah
$435K +$418K +5,484 New
MLL
452
Moody Lynn & Lieberson
Massachusetts
$430K
CWM
453
Concert Wealth Management
California
$428K -$19.4K -254 -4%
GBT
454
Grove Bank & Trust
Florida
$423K -$193K -2,536 -32%
SMC
455
Smith, Moore & Co
Missouri
$422K +$45.7K +600 +13%
CPA
456
Capital Planning Advisors
California
$418K -$788K -10,343 -66%
WB
457
WesBanco Bank
West Virginia
$415K -$10.7K -141 -3%
WAS
458
WESPAC Advisors SoCal
California
$411K -$22.9K -300 -5%
PMG
459
ProVise Management Group
Florida
$411K +$26.7K +351 +7%
TAM
460
Tocqueville Asset Management
New York
$408K +$38.1K +500 +11%
TCM
461
Tuttle Capital Management
Connecticut
$406K +$390K +5,120 New
MAM
462
Meeder Asset Management
Ohio
$405K -$38.3K -503 -9%
PAG
463
Pinnacle Advisory Group
Maryland
$400K -$13.7K -180 -3%
TAF
464
Tredje AP-fonden
Sweden
$396K
Truist Financial
465
Truist Financial
North Carolina
$395K -$17.2K -226 -4%
EM
466
ELCO Management
New York
$394K +$3.89K +51 +1%
NEPWA
467
New England Private Wealth Advisors
Massachusetts
$392K -$27.3K -358 -7%
BMM
468
Buffington Mohr McNeal
Idaho
$389K
CIAS
469
Capital Investment Advisory Services
North Carolina
$389K +$9.98K +131 +3%
BCFS
470
Butensky & Cohen Financial Security
Florida
$389K +$33.1K +434 +10%
AIP
471
Ahrens Investment Partners
Louisiana
$388K -$15.2K -200 -4%
RMAM
472
Raab & Moskowitz Asset Management
New Jersey
$386K +$4.95K +65 +1%
CS
473
Cannell & Spears
New York
$384K
Franklin Resources
474
Franklin Resources
California
$382K -$68.6K -900 -16%
LWAC
475
Laurel Wealth Advisors (California)
California
$382K -$6.71K -88 -2%

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.