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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
AC
601
Alexandria Capital
Virginia
$90K -$3.28K -43 -4%
KTC
602
Kistler-Tiffany Companies
Pennsylvania
$89K +$305 +4 +0.4%
SFSIG
603
San Francisco Sentry Investment Group
California
$83K +$80K +1,050 New
ATC
604
Adirondack Trust Company
New York
$82K
WB
605
Webster Bank
Connecticut
$81K -$2.29K -30 -3%
MIM
606
Macroview Investment Management
Maryland
$80K
BWA
607
BDO Wealth Advisors
Florida
$74K +$71K +932 New
PCTC
608
Perkins Coie Trust Company
Washington
$72K
ANBT
609
American National Bank & Trust
Texas
$71K
ZB
610
Zions Bancorporation
Utah
$71K
WTC
611
WhitTier Trust Company
Nevada
$69K -$26.7K -350 -29%
SWA
612
Sutton Wealth Advisors
Florida
$68.9K
OSNBOA
613
Old Second National Bank of Aurora
Illinois
$68K -$7.62K -100 -11%
NSIM
614
North Star Investment Management
Illinois
$67K
BAM
615
Bruderman Asset Management
New York
$67K +$64.2K +843 New
AI
616
ArchPoint Investors
Florida
$63K -$1.06M -13,962 -95%
PCMM
617
Private Capital Management (Minnesota)
Minnesota
$63K -$305K -4,000 -83%
RFWA
618
RPg Family Wealth Advisory
Massachusetts
$62.3K -$12.2K -160 -17%
KPCM
619
Kings Point Capital Management
New York
$61K +$12.8K +168 +28%
GI
620
Gradient Investments
Minnesota
$56K -$6.17K -81 -10%
PFGIA
621
Patriot Financial Group Insurance Agency
Massachusetts
$51K +$25K +328 +103%
AF
622
Allworth Financial
California
$51K +$44.6K +585 +1,083%
CHP
623
Cable Hill Partners
Oregon
$49K
WT
624
Whittier Trust
California
$49K +$14.5K +190 +45%
WCM
625
Wealthcare Capital Management
Virginia
$48K

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.