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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
WSFS
526
Wilmington Savings Fund Society
Delaware
$281K +$270K +3,548 New
CAPTRUST Financial Advisors
527
CAPTRUST Financial Advisors
North Carolina
$280K -$36.3K -477 -12%
PA
528
Parallel Advisors
California
$278K +$16.1K +211 +6%
CFC
529
Coyle Financial Counsel
Illinois
$277K -$15.2K -200 -5%
MA
530
MUFG Americas
New York
$275K -$14.5K -190 -5%
HTC
531
Haverford Trust Company
Pennsylvania
$275K
BWFM
532
Bridgewater Wealth & Financial Management
Maryland
$274K +$686 +9 +0.3%
GEA
533
Glen Eagle Advisors
New Jersey
$272K +$7.62K +100 +3%
Credit Agricole
534
Credit Agricole
France
$272K
CA
535
Commerzbank Aktiengesellschaft
Germany
$269K -$2.06K -27 -0.8%
MIM
536
Marco Investment Management
Georgia
$267K
EWA
537
EP Wealth Advisors
California
$265K -$58.1K -762 -19%
HB
538
Homrich & Berg
Georgia
$264K +$254K +3,329 New
SFM
539
Signet Financial Management
New Jersey
$263K -$32.4K -425 -11%
APP
540
Avantax Planning Partners
Iowa
$262K +$32.2K +423 +15%
VWM
541
Valley Wealth Managers
New Jersey
$251K +$169K +2,217 +235%
RIM
542
Rampart Investment Management
Connecticut
$248K -$3.93M -51,581 -94%
IP
543
Intellectus Partners
California
$247K +$237K +3,116 New
OAM
544
Occidental Asset Management
California
$246K +$7.62K +100 +3%
RCM
545
RNC Capital Management
California
$242K -$91.4K -1,200 -28%
DMC
546
Drexel Morgan & Co
Pennsylvania
$241K +$232K +3,040 New
OPCM
547
Osborne Partners Capital Management
California
$240K +$231K +3,030 New
Luther King Capital Management (LKCM)
548
Luther King Capital Management (LKCM)
Texas
$239K
WSCM
549
Wellington Shields Capital Management
New York
$238K -$3.43K -45 -1%
BDF
550
Balasa Dinverno & Foltz
$238K

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.