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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
DPA
601
Delphi Private Advisors
California
$40K -$9.55K -131 -19%
FCMT
602
Founders Capital Management (Texas)
Texas
$40K +$39.4K +541 New
SIAP
603
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K -$29.2K -400 -44%
IIC
604
Integrated Investment Consultants
Michigan
$34K
VIA
605
Vantage Investment Advisors
Pennsylvania
$34K
WT
606
Whittier Trust
California
$32K -$611K -8,381 -95%
TDC
607
Thompson Davis & Co
Virginia
$31K
SEI Investments
608
SEI Investments
Pennsylvania
$31K +$5.61K +77 +22%
AWM
609
AllSquare Wealth Management
New York
$30K
BAM
610
Barrett Asset Management
New York
$30K
PMFA
611
Plante Moran Financial Advisors
Michigan
$28K
SFG
612
SevenBridge Financial Group
Pennsylvania
$26K -$20.2K -277 -45%
Toronto Dominion Bank
613
Toronto Dominion Bank
Ontario, Canada
$26K -$10.9K -150 -30%
EWM
614
Edge Wealth Management
New York
$26K
FCB
615
First Command Bank
Texas
$26K
FCFS
616
First Command Financial Services
Texas
$26K
HCC
617
Hirtle Callaghan & Co
Pennsylvania
$26K +$25.1K +345 New
SIM
618
Sonora Investment Management
Arizona
$25.3K
PFGIA
619
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$3.86K +53 +20%
RCA
620
Rowland Carmichael Advisors
Arizona
$23K -$17.3K -237 -43%
CFD
621
Creative Financial Designs
Indiana
$23K -$9.77K -134 -30%
PB
622
Pinnacle Bancorp
Nebraska
$22K +$21.9K +300 New
LBG
623
Lloyds Banking Group
United Kingdom
$21K
RFM
624
Royal Fund Management
Florida
$21K
WAM
625
Watermark Asset Management
California
$20K +$19.2K +263 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.