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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
IWA
476
Intercontinental Wealth Advisors
Texas
$380K
AWE
477
Avidian Wealth Enterprises
Texas
$379K -$3.81K -50 -1%
FT
478
Fiduciary Trust
Massachusetts
$379K +$38.1K +500 +12%
NFG
479
Next Financial Group
Texas
$377K -$914 -12 -0.3%
FHA
480
First Horizon Advisors
Tennessee
$371K -$62.9K -825 -15%
FIM
481
Fernwood Investment Management
Massachusetts
$370K
ACM
482
Azimuth Capital Management
Michigan
$365K +$137K +1,800 +64%
CAM
483
Concorde Asset Management
Michigan
$364K +$55.8K +733 +19%
TFF
484
The Family Firm
Maryland
$362K +$72.4K +950 +26%
WIM
485
Westside Investment Management
California
$361K +$7.62K +100 +2%
YWP
486
YorkBridge Wealth Partners
New York
$360K -$2.29K -30 -0.7%
NP
487
NorthRock Partners
Minnesota
$359K -$764K -10,022 -69%
PP
488
Paloma Partners
Connecticut
$357K -$13.4M -175,382 -97%
IAA
489
Ironsides Asset Advisors
North Carolina
$357K
GWM
490
Greenwich Wealth Management
Connecticut
$353K +$63.8K +837 +23%
FA
491
Fagan Associates
New York
$351K +$990 +13 +0.3%
CTC
492
Central Trust Company
Missouri
$349K -$77.6K -1,019 -19%
AC
493
Abbrea Capital
California
$343K
MC
494
Moors & Cabot
Massachusetts
$337K -$17.4K -229 -5%
SCA
495
Snowden Capital Advisors
New York
$336K +$6.63K +87 +2%
CCP
496
Corient Capital Partners
California
$335K
B
497
Brightworth
Georgia
$326K -$11.6K -152 -4%
NFP
498
Narus Financial Partners
Utah
$326K +$17.8K +234 +6%
GT
499
Glenview Trust
Kentucky
$325K -$36.5K -479 -10%
LA
500
Lynch & Associates
Indiana
$325K

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.