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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
GLA
551
Great Lakes Advisors
Illinois
$238K
PAM
552
Peak Asset Management
Colorado
$238K
TFCP
553
Twin Focus Capital Partners
Massachusetts
$238K
DY
554
Dowling & Yahnke
California
$238K +$229K +3,008 New
BCA
555
Benchmark Capital Advisors
New York
$236K -$30.5K -400 -12%
HFM
556
Hartford Financial Management
Connecticut
$236K +$228K +2,990 New
PAG
557
Private Advisory Group
Washington
$232K -$1.26M -16,588 -85%
JCM
558
Jacobi Capital Management
Pennsylvania
$232K +$40.4K +530 +22%
SIM
559
Sterling Investment Management
Arizona
$230K -$9.07K -119 -4%
WAM
560
Wealthspire Advisors (Maryland)
Maryland
$225K
CNBT
561
Canandaigua National Bank & Trust
New York
$224K +$215K +2,822 New
UBG
562
United Bank (Georgia)
Georgia
$224K +$215K +2,826 New
GA
563
GFS Advisors
Texas
$221K +$213K +2,790 New
AMM
564
American Money Management
California
$219K -$4.95K -65 -2%
GS
565
Girard Securities
California
$218K -$4.27K -56 -2%
Brown Advisory
566
Brown Advisory
Maryland
$217K -$142K -1,862 -40%
BCA
567
Bray Capital Advisors
Florida
$217K -$35.3K -463 -14%
EVM
568
Eaton Vance Management
Massachusetts
$214K
CPA
569
Clear Perspective Advisors
Illinois
$212K -$204K -2,678 Closed
BJL
570
Brighton Jones LLC
Washington
$212K +$204K +2,673 New
FMWA
571
Forvis Mazars Wealth Advisors
Missouri
$211K +$203K +2,666 New
GW
572
GW & Wade
Massachusetts
$207K +$199K +2,615 New
TSS
573
Two Sigma Securities
New York
$206K +$198K +2,598 New
JCM
574
Jag Capital Management
Missouri
$203K +$195K +2,560 New
FMBTD
575
First Midwest Bank Trust Division
Illinois
$201K -$1.07M -14,002 -85%

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.