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State Street Health Care Select Sector SPDR ETF

531 hedge funds and large institutions have $11.4B invested in State Street Health Care Select Sector SPDR ETF in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 238 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 40

52% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 157

28% more capital invested

Capital invested by funds: $8.87B → $11.4B (+$2.49B)

13% more funds holding in top 10

Funds holding in top 10: 5360 (+7)

8.85% more ownership

Funds ownership: 73.86%82.71% (+8.8%)

5% more funds holding

Funds holding: 507531 (+24)

62% less call options, than puts

Call options by funds: $300M | Put options by funds: $793M

Holders
531
Holders Change
+24
Holders Change %
+4.73%
% of All Funds
14.15%
Holding in Top 10
60
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.21%
% of All Funds
1.6%
New
68
Increased
238
Reduced
157
Closed
40
Calls
$300M
Puts
$793M
Net Calls
-$493M
Net Calls Change
-$183M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
551
Russell Frank Company
Washington
-$352K -5,101 Closed
STIA
552
Stone Toro Investment Advisers
New Jersey
-$321K -4,703 Closed
Neuberger Berman Group
553
Neuberger Berman Group
New York
-$306K -4,478 Closed
PHS
554
Pekin Hardy Strauss
Illinois
-$288K -4,213 Closed
WA
555
WESPAC Advisors
California
-$288K -4,213 Closed
LW
556
Linscomb Wealth
Texas
-$285K -4,169 Closed
JT
557
Jump Trading
Illinois
-$294K -4,118 Closed
SSG
558
Summit Securities Group
New York
-$268K -3,913 Closed
EWA
559
Exencial Wealth Advisors
Oklahoma
-$266K -3,786 Closed
SI
560
Sprott Inc
Ontario, Canada
-$253K -3,700 Closed
SFM
561
Stack Financial Management
Montana
-$242K -3,534 Closed
Chevy Chase Trust
562
Chevy Chase Trust
Maryland
-$240K -3,517 Closed
RMDI
563
R.M. Davis Inc
Maine
-$220K -3,213 Closed
WTB
564
Washington Trust Bank
Washington
-$120K -1,756 Closed
CCS
565
Crosspoint Capital Strategies
California
-$111K -1,620 Closed
SFU
566
Stonehage Fleming (UK)
United Kingdom
-$48K -700 Closed
SIG
567
Stanford Investment Group
California
-$18K -266 Closed
PMFA
568
Plante Moran Financial Advisors
Michigan
-$17K -254 Closed
MAS
569
Madden Advisory Services
Florida
-$11K -168 Closed
TCOV
570
Trust Company of Vermont
Vermont
-$6K -92 Closed

XLV Hedge Fund Activity: Q1 2015 in Review

531 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2015, worth a combined $11.4B — up 28% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XLV positions and 40 closed out — a net gain of 28 holders — while 238 added to existing stakes and 157 trimmed.

The largest buyer was Euclid Advisors, opening a new position worth an estimated $348M. The largest seller was Deutsche Bank, exiting entirely with an estimated $303M sold.

  • 531 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2015, up from 507 in Q4 2014.
  • Funds reported $11.4B of State Street Health Care Select Sector SPDR ETF stock for Q1 2015, up 28% quarter-over-quarter.
  • 68 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2015 and 40 closed out, a net change of +28 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2015 was Euclid Advisors, an estimated $348M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2015 was Deutsche Bank, an estimated $303M sold.

Based on aggregated 13F filings for Q1 2015.