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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
DSAM
501
Dock Street Asset Management
Florida
$324K -$129K -1,694 -29%
HWA
502
HCR Wealth Advisors
California
$322K -$40K -525 -11%
Comerica Bank
503
Comerica Bank
Texas
$322K +$8.23K +108 +3%
OMC
504
Overbrook Management Corp
New York
$319K -$452K -5,935 -60%
EM
505
Excalibur Management
Massachusetts
$318K +$3.81K +50 +1%
WI
506
Wintrust Investments
Illinois
$317K -$141K -1,853 -32%
PCA
507
Private Capital Advisors
Connecticut
$317K
William Blair Investment Management
508
William Blair Investment Management
Illinois
$314K
PA
509
Pinnacle Associates
New York
$313K +$6.93K +91 +2%
WI
510
WrapManager Inc
California
$310K +$42.7K +560 +17%
LCM
511
Lucas Capital Management
New Jersey
$309K +$19.4K +255 +7%
BL
512
BFSG LLC
California
$308K -$20.1K -264 -6%
MCM
513
Millie Capital Management
California
$307K -$5.33K -70 -2%
SEI Investments
514
SEI Investments
Pennsylvania
$306K +$262K +3,435 +812%
BBPWM
515
Blue Bell Private Wealth Management
Pennsylvania
$304K +$7.62K +100 +3%
MWP
516
MYCIO Wealth Partners
Pennsylvania
$299K +$76 +1 +0%
RPG
517
Risk Paradigm Group
Texas
$296K -$219K -2,870 -43%
Cerity Partners
518
Cerity Partners
New York
$295K +$16.5K +216 +6%
RJT
519
Raymond James Trust
Florida
$295K +$30.1K +395 +12%
GG
520
Gofen & Glossberg
Illinois
$291K +$5.41K +71 +2%
ACP
521
Ashfield Capital Partners
California
$288K -$11.4K -150 -4%
ACM
522
Atlanta Capital Management
Georgia
$288K
FNBT
523
FineMark National Bank & Trust
Florida
$286K +$68.2K +895 +33%
CB
524
Chemical Bank
Michigan
$284K +$4.95K +65 +2%
LNC
525
Lincoln National Corp
Pennsylvania
$283K +$12.6K +165 +5%

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.