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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
BP
576
Ballentine Partners
Massachusetts
$85K +$82.9K +1,137 New
KTC
577
Kistler-Tiffany Companies
Pennsylvania
$83K +$10.6K +146 +15%
BBHC
578
Brown Brothers Harriman & Co
New York
$80K
WB
579
Webster Bank
Connecticut
$78K
ATC
580
Adirondack Trust Company
New York
$77K
MIM
581
Macroview Investment Management
Maryland
$75K -$380K -5,209 -84%
RFWA
582
RPg Family Wealth Advisory
Massachusetts
$70.3K +$69K +946 New
OSNBOA
583
Old Second National Bank of Aurora
Illinois
$70K -$14.2K -195 -17%
VWM
584
Valley Wealth Managers
New Jersey
$70K +$43.4K +595 +170%
PCTC
585
Perkins Coie Trust Company
Washington
$67K -$7.29K -100 -10%
ANBT
586
American National Bank & Trust
Texas
$67K
ZB
587
Zions Bancorporation
Utah
$67K
Simplex Trading
588
Simplex Trading
Illinois
$67K +$66.6K +914 New
SWA
589
Sutton Wealth Advisors
Florida
$64.6K -$9.33K -128 -13%
LWM
590
LBA Wealth Management
Florida
$63K -$4.74K -65 -7%
NSIM
591
North Star Investment Management
Illinois
$63K +$16K +220 +35%
GI
592
Gradient Investments
Minnesota
$58K -$470K -6,455 -89%
CAG
593
Crestwood Advisors Group
Massachusetts
$58K +$56.1K +770 New
AA
594
Apriem Advisors
California
$56K -$17.3K -238 -24%
PCM
595
Prelude Capital Management
New York
$52K +$51K +700 New
BKA
596
Brick & Kyle Associates
Pennsylvania
$48K
CHP
597
Cable Hill Partners
Oregon
$46K -$24.8K -340 -36%
KPCM
598
Kings Point Capital Management
New York
$45K
WCM
599
Wealthcare Capital Management
Virginia
$45K
FMA
600
FNY Managed Accounts
New York
$44K +$43.8K +601 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.