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State Street Health Care Select Sector SPDR ETF

769 hedge funds and large institutions have $12.4B invested in State Street Health Care Select Sector SPDR ETF in 2017 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 253 increasing their positions, 245 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 67

9% more funds holding

Funds holding: 704769 (+65)

3.78% more ownership

Funds ownership: 70.42%74.2% (+3.8%)

3% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 245

2% less capital invested

Capital invested by funds: $12.6B → $12.4B (-$210M)

5% less funds holding in top 10

Funds holding in top 10: 6158 (-3)

48% less call options, than puts

Call options by funds: $523M | Put options by funds: $1.01B

Holders
769
Holders Change
+65
Holders Change %
+9.23%
% of All Funds
17.44%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
1.32%
New
143
Increased
253
Reduced
245
Closed
67
Calls
$523M
Puts
$1.01B
Net Calls
-$489M
Net Calls Change
-$381M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
626
Cypress Wealth Services
California
$206K +$205K +2,488 New
HFM
627
Hartford Financial Management
Connecticut
$205K -$41.2K -500 -17%
UFF
628
USA Financial Formulas
Michigan
$204K +$204K +2,470 New
WSCM
629
Wellington Shields Capital Management
New York
$204K +$204K +2,470 New
GC
630
Grimes & Company
Massachusetts
$203K
WCF
631
West Coast Financial
California
$203K
VA
632
Valmark Advisers
Ohio
$202K +$201K +2,441 New
GEA
633
Glen Eagle Advisors
New Jersey
$201K +$45.8K +555 +30%
MA
634
MCF Advisors
Kentucky
$201K
CAC
635
Certified Advisory Corp
Florida
$198K +$198K +2,404 New
CFA
636
Carroll Financial Associates
North Carolina
$191K
BG
637
Bollard Group
Massachusetts
$188K +$742 +9 +0.4%
GBT
638
Grove Bank & Trust
Florida
$187K -$88.5K -1,073 -32%
RWA
639
Ropes Wealth Advisors
Massachusetts
$170K +$170K +2,062 New
CLOS
640
Compagnie Lombard Odier SCmA
Switzerland
$166K +$49.5K +600 +43%
FCA
641
Florence Capital Advisors
New York
$165K -$29.7K -360 -15%
FFG
642
Ford Financial Group
California
$149K +$145K +1,755 New
DG
643
Delek Group
Israel
$149K +$149K +1,807 New
CP
644
Corbenic Partners
Pennsylvania
$146K -$8.24K -100 -5%
FPFS
645
First Personal Financial Services
North Carolina
$136K
M
646
MOTCO
Texas
$132K
TFO
647
Tarbox Family Office
California
$131K
CA
648
Crewe Advisors
Utah
$131K +$131K +1,588 New
WA
649
WealthTrust-Arizona
Arizona
$129K +$129K +1,562 New
C
650
Cerebellum
California
$128K +$128K +1,554 New

XLV Hedge Fund Activity: Q4 2017 in Review

769 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q4 2017, worth a combined $12.4B — down 1.7% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new XLV positions and 67 closed out — a net gain of 76 holders — while 253 added to existing stakes and 245 trimmed.

The largest buyer was Barclays, adding an estimated $332M. The largest seller was JP Morgan Chase, cutting an estimated $173M.

  • 769 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q4 2017, up from 704 in Q3 2017.
  • Funds reported $12.4B of State Street Health Care Select Sector SPDR ETF stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 143 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q4 2017 and 67 closed out, a net change of +76 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q4 2017 was Barclays, an estimated $332M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q4 2017 was JP Morgan Chase, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2017.