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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
AIM
651
Anchor Investment Management
South Carolina
$17K
VNA
652
Valley National Advisers
Pennsylvania
$17K
DSC
653
Duncker Streett & Co
Missouri
$17K +$76 +1 +0.5%
CLOS
654
Compagnie Lombard Odier SCmA
Switzerland
$16K
NCM
655
New Capital Management
Texas
$16K
First Manhattan
656
First Manhattan
New York
$14K +$9.68K +127 +249%
PFBT
657
Parkside Financial Bank & Trust
Missouri
$12K +$3.43K +45 +45%
JIR
658
James Investment Research
Ohio
$12K +$11.4K +150 New
RIA
659
RPG Investment Advisory
California
$12K +$11.4K +150 New
ClearBridge Investments
660
ClearBridge Investments
New York
$11K -$152 -2 -1%
FMII
661
Farmers & Merchants Investments Inc
Nebraska
$10K
AA
662
AlphaMark Advisors
Kentucky
$8K
ADL
663
Asset Dedication LLC
California
$8K
OC
664
Oakworth Capital
Alabama
$8K
BC
665
Barnett & Company
Tennessee
$6K -$9.52K -125 -64%
BL
666
Balentine LLC
Georgia
$6K
RAM
667
Riggs Asset Management
Pennsylvania
$6K
TIM
668
Tortoise Investment Management
New York
$6K
BCI
669
Brinker Capital Investments
Pennsylvania
$5K
EFSCE
670
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
JGC
671
J. Goldman & Co
New York
$5K
CDIA
672
Capital Directions Investment Advisors
Georgia
$5K +$4.65K +61 New
MRCM
673
M&R Capital Management
New Jersey
$1K
VCM
674
Vivaldi Capital Management
Illinois
$399 +$384K +5,035 New
FA
675
FMA Advisory
Pennsylvania
$323 +$381 +5 +0.1%

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.