We are live on ! Find out more
XLV icon

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
CTB
576
Country Trust Bank
Illinois
$197K -$3.52M -46,183 -95%
MA
577
MCF Advisors
Kentucky
$193K
CFA
578
Carroll Financial Associates
North Carolina
$182K -$15.9K -209 -8%
FCA
579
Florence Capital Advisors
New York
$179K
BG
580
Bollard Group
Massachusetts
$178K +$686 +9 +0.4%
CP
581
Corbenic Partners
Pennsylvania
$171K -$15.2K -200 -9%
MFBTD
582
MB Financial Bank - Trust Department
Illinois
$160K +$2.06K +27 +1%
PMFA
583
Plante Moran Financial Advisors
Michigan
$154K +$119K +1,563 +416%
BBHC
584
Brown Brothers Harriman & Co
New York
$148K +$60K +787 +73%
PFPT
585
Pinnacle Financial Partners (Tennessee)
Tennessee
$134K +$128K +1,685 New
WOC
586
West Oak Capital
California
$134K -$9.52K -125 -7%
FPFS
587
First Personal Financial Services
North Carolina
$130K
CFG
588
Citizens Financial Group
Rhode Island
$129K
BP
589
Ballentine Partners
Massachusetts
$127K +$33.4K +439 +39%
M
590
MOTCO
Texas
$126K
TFO
591
Tarbox Family Office
California
$125K
JWM
592
Jacobus Wealth Management
Wisconsin
$122K
BRC
593
Bell Rock Capital
Delaware
$120K -$14.8K -194 -11%
FIB
594
First Interstate Bank
Montana
$117K
ST
595
Smithfield Trust
Pennsylvania
$115K
RFA
596
Reilly Financial Advisors
California
$112K
IUHSA
597
Itau Unibanco Holding S.A.
Brazil
$111K -$6.4M -84,000 -97%
NA
598
NewEdge Advisors
Louisiana
$110K +$106K +1,391 New
AIM
599
Acropolis Investment Management
Missouri
$107K
JFA
600
JNBA Financial Advisors
Minnesota
$106K

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.