We are live on ! Find out more
XLV icon

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
VEA
676
Virtus ETF Advisers
New York
-$1.51M -21,977 Closed
BCM
677
Bluefin Capital Management
New York
-$1.4M -19,222 Closed
HA
678
Harfst & Associates
Wyoming
-$1.03M -15,001 Closed
CCM
679
Consolidated Capital Management
California
-$963K -13,963 Closed
MIAN
680
Mariner Independent Advisor Network
Kansas
-$948K -13,758 Closed
BB
681
Busey Bank
Illinois
-$920K -13,332 Closed
Jones Financial Companies
682
Jones Financial Companies
Missouri
-$798K -11,565 Closed
SFM
683
Stack Financial Management
Montana
-$775K -11,243 Closed
TSS
684
Two Sigma Securities
New York
-$714K -10,351 Closed
JSL
685
JT Stratford LLC
Georgia
-$590K -8,562 Closed
TPSF
686
Texas Permanent School Fund
Texas
-$572K -8,290 Closed
TA
687
TMD & Associates
Arizona
-$552K -8,000 Closed
AAP
688
Ardsley Advisory Partners
Connecticut
-$517K -7,500 Closed
CI
689
Conning Inc
Connecticut
-$397K -7,116 Closed
UF
690
Univest Financial
Pennsylvania
-$381K -5,529 Closed
N
691
Nuveen
North Carolina
-$345K -5,000 Closed
FMW
692
Farr Miller & Washington
District of Columbia
-$330K -4,790 Closed
MTIM
693
Marathon Trading Investment Management
Pennsylvania
-$317K -4,600 Closed
WI
694
Welch Investments
Alabama
-$286K -4,149 Closed
AAM
695
Aureus Asset Management
Massachusetts
-$280K -4,063 Closed
MCM
696
Maryland Capital Management
Maryland
-$271K -3,932 Closed
SWM
697
Stockman Wealth Management
Montana
-$270K -3,923 Closed
TCM
698
Teza Capital Management
Illinois
-$269K -3,900 Closed
RWA
699
Ropes Wealth Advisors
Massachusetts
-$228K -3,300 Closed
HFM
700
Hartford Financial Management
Connecticut
-$206K -2,990 Closed

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.