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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
CFA
626
CT Financial Advisors
Pennsylvania
$19.4K
MMG
627
Monetary Management Group
Missouri
$19K -$12K -165 -40%
CCM
628
Cribstone Capital Management
Maine
$19K
HCM
629
Highlander Capital Management
New Jersey
$19K
PCA
630
Peddock Capital Advisors
Massachusetts
$19K
PS
631
Portfolio Solutions
Michigan
$19K +$18.4K +252 New
NCM
632
New Capital Management
Texas
$16K
VNA
633
Valley National Advisers
Pennsylvania
$16K
DSC
634
Duncker Streett & Co
Missouri
$16K +$7.65K +105 +97%
HT
635
Heritage Trust
Oklahoma
$16K +$15.7K +215 New
AIM
636
Anchor Investment Management
South Carolina
$16K
CLOS
637
Compagnie Lombard Odier SCmA
Switzerland
$15K -$2.42M -33,234 -99%
TRCT
638
Tower Research Capital (TRC)
New York
$15K -$1.32M -18,090 -99%
BC
639
Barnett & Company
Tennessee
$15K
ClearBridge Investments
640
ClearBridge Investments
New York
$10K
FMII
641
Farmers & Merchants Investments Inc
Nebraska
$9K
HWP
642
Hefty Wealth Partners
Indiana
$8K -$2.22M -30,433 -100%
OC
643
Oakworth Capital
Alabama
$8K
PFBT
644
Parkside Financial Bank & Trust
Missouri
$8K +$7.36K +101 New
HR
645
Howe & Rusling
New York
$7K -$23.3K -320 -76%
AA
646
AlphaMark Advisors
Kentucky
$7K
ADL
647
Asset Dedication LLC
California
$7K
BL
648
Balentine LLC
Georgia
$6K
RAM
649
Riggs Asset Management
Pennsylvania
$6K
TIM
650
Tortoise Investment Management
New York
$6K

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.