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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
CFD
626
Creative Financial Designs
Indiana
$44K +$18.4K +241 +78%
DPA
627
Delphi Private Advisors
California
$43K
FCMT
628
Founders Capital Management (Texas)
Texas
$43K
SIAP
629
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$40K
VIA
630
Vantage Investment Advisors
Pennsylvania
$36K
TDC
631
Thompson Davis & Co
Virginia
$33K
RCG
632
Ruggie Capital Group
Florida
$32K -$66.4K -871 -69%
VWA
633
V Wealth Advisors
Kansas
$30K +$28.5K +374 New
SIAS
634
Shine Investment Advisory Services
Colorado
$29K +$27.9K +366 New
EWM
635
Edge Wealth Management
New York
$28K
FCB
636
First Command Bank
Texas
$28K
FCFS
637
First Command Financial Services
Texas
$28K
HCC
638
Hirtle Callaghan & Co
Pennsylvania
$27K
SFG
639
SevenBridge Financial Group
Pennsylvania
$27K
SIM
640
Sonora Investment Management
Arizona
$26.9K
CAL
641
Capital Analysts LLC
Pennsylvania
$25.2K +$24.2K +318 New
RFM
642
Royal Fund Management
Florida
$23K
WPA
643
West Paces Advisors
Georgia
$22.3K +$21.5K +282 New
BAM
644
Barrett Asset Management
New York
$22K -$9.9K -130 -32%
LBG
645
Lloyds Banking Group
United Kingdom
$22K
PCA
646
Peddock Capital Advisors
Massachusetts
$21K
WAM
647
Watermark Asset Management
California
$21K
CCM
648
Cribstone Capital Management
Maine
$20K
HCM
649
Highlander Capital Management
New Jersey
$20K
MMG
650
Monetary Management Group
Missouri
$20K

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.