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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
PA
526
Parallel Advisors
California
$247K +$83.1K +1,140 +53%
SBWM
527
Sunflower Bank Wealth Management
Arizona
$244K -$91.1K -1,250 -28%
BCA
528
Bray Capital Advisors
Florida
$239K +$230K +3,153 +5,733%
WSCM
529
Wellington Shields Capital Management
New York
$227K -$29.2K -400 -12%
SIM
530
Sterling Investment Management
Arizona
$225K +$220K +3,025 New
Luther King Capital Management (LKCM)
531
Luther King Capital Management (LKCM)
Texas
$224K -$80.2K -1,100 -27%
BDF
532
Balasa Dinverno & Foltz
$223K
GLA
533
Great Lakes Advisors
Illinois
$223K
OAM
534
Occidental Asset Management
California
$223K
PAM
535
Peak Asset Management
Colorado
$223K
TFCP
536
Twin Focus Capital Partners
Massachusetts
$223K
Mariner
537
Mariner
Kansas
$223K +$219K +3,000 New
APP
538
Avantax Planning Partners
Iowa
$215K +$210K +2,887 New
IAA
539
Independent Advisor Alliance
North Carolina
$215K +$212K +2,904 New
WAM
540
Wealthspire Advisors (Maryland)
Maryland
$211K
AMM
541
American Money Management
California
$210K +$206K +2,831 New
GS
542
Girard Securities
California
$209K +$205K +2,810 New
ACM
543
Azimuth Capital Management
Michigan
$208K -$84.2K -1,155 -29%
EP
544
Edgestream Partners
New Jersey
$206K -$22.9K -314 -10%
WCF
545
West Coast Financial
California
$204K +$200K +2,750 New
FNBT
546
FineMark National Bank & Trust
Florida
$202K -$9.55K -131 -5%
EVM
547
Eaton Vance Management
Massachusetts
$201K +$197K +2,698 New
CPA
548
Clear Perspective Advisors
Illinois
$199K -$72.9K -1,000 -27%
CFA
549
Carroll Financial Associates
North Carolina
$186K -$2.55K -35 -1%
SAS
550
Stelac Advisory Services
New York
$186K +$197K +2,697 New

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.