We are live on ! Find out more
XLV icon

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
MA
551
MCF Advisors
Kentucky
$181K -$8.75K -120 -5%
BAM
552
Brave Asset Management
New Jersey
$179K -$54.7K -750 -24%
JCM
553
Jacobi Capital Management
Pennsylvania
$179K +$22.7K +311 +15%
CP
554
Corbenic Partners
Pennsylvania
$175K -$72.5K -994 -30%
FCA
555
Florence Capital Advisors
New York
$175K
BG
556
Bollard Group
Massachusetts
$167K +$86.3K +1,184 +112%
MFBTD
557
MB Financial Bank - Trust Department
Illinois
$148K -$54.3K -745 -27%
KWM
558
Kingsview Wealth Management
Oregon
$144K +$141K +1,935 New
CIM
559
Contravisory Investment Management
Massachusetts
$135K +$64.3K +882 +95%
WOC
560
West Oak Capital
California
$135K +$94.8K +1,300 +255%
BRC
561
Bell Rock Capital
Delaware
$127K +$124K +1,700 New
FPFS
562
First Personal Financial Services
North Carolina
$122K
CFG
563
Citizens Financial Group
Rhode Island
$121K
M
564
MOTCO
Texas
$118K
TFO
565
Tarbox Family Office
California
$118K +$115K +1,583 New
JWM
566
Jacobus Wealth Management
Wisconsin
$115K
FPS
567
Fieldpoint Private Securities
Connecticut
$115K +$113K +1,550 New
FIB
568
First Interstate Bank
Montana
$110K -$46.7K -641 -30%
ST
569
Smithfield Trust
Pennsylvania
$108K
RFA
570
Reilly Financial Advisors
California
$105K +$8.31K +114 +9%
AIM
571
Acropolis Investment Management
Missouri
$101K +$98.8K +1,355 New
JFA
572
JNBA Financial Advisors
Minnesota
$99K -$7.29K -100 -7%
RCG
573
Ruggie Capital Group
Florida
$95K +$63.5K +871 +218%
WTC
574
WhitTier Trust Company
Nevada
$91K -$96.1K -1,319 -52%
AC
575
Alexandria Capital
Virginia
$88K -$57.8K -793 -40%

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.