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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
SFM
501
Signet Financial Management
New Jersey
$278K -$174K -2,392 -39%
BBPWM
502
Blue Bell Private Wealth Management
Pennsylvania
$278K +$31.3K +430 +13%
CFC
503
Coyle Financial Counsel
Illinois
$274K -$66.5K -912 -20%
MHS
504
M Holdings Securities
Oregon
$272K -$48.8K -670 -15%
IH
505
IFC Holdings
Florida
$272K -$10.7K -147 -4%
MA
506
MUFG Americas
New York
$272K
LCM
507
Lucas Capital Management
New Jersey
$271K +$266K +3,645 New
ACM
508
Atlanta Capital Management
Georgia
$270K -$10.4K -143 -4%
GWM
509
Greenwich Wealth Management
Connecticut
$269K -$276K -3,782 -51%
TFF
510
The Family Firm
Maryland
$269K +$948 +13 +0.4%
GG
511
Gofen & Glossberg
Illinois
$268K
JG
512
Jefferies Group
New York
$267K -$39.2M -537,913 -99%
CB
513
Chemical Bank
Michigan
$262K +$10.9K +150 +4%
Cerity Partners
514
Cerity Partners
New York
$261K +$256K +3,508 New
HTC
515
Haverford Trust Company
Pennsylvania
$258K -$123K -1,694 -33%
BWFM
516
Bridgewater Wealth & Financial Management
Maryland
$256K +$656 +9 +0.3%
CA
517
Commerzbank Aktiengesellschaft
Germany
$255K -$809K -11,103 -76%
Credit Agricole
518
Credit Agricole
France
$255K
IFB
519
iAB Financial Bank
Indiana
$254K +$249K +3,411 New
LNC
520
Lincoln National Corp
Pennsylvania
$253K +$248K +3,401 New
BCA
521
Benchmark Capital Advisors
New York
$251K -$7.29K -100 -3%
MIM
522
Marco Investment Management
Georgia
$251K +$246K +3,370 New
WI
523
WrapManager Inc
California
$249K +$244K +3,346 New
GEA
524
Glen Eagle Advisors
New Jersey
$249K
RJT
525
Raymond James Trust
Florida
$248K -$174K -2,389 -42%

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.