We are live on ! Find out more
XLV icon

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
AC
676
Avestar Capital
New York
$65K +$65.1K +790 New
KPCM
677
Kings Point Capital Management
New York
$64K
ANBT
678
American National Bank & Trust
Texas
$62K
PFGIA
679
Patriot Financial Group Insurance Agency
Massachusetts
$56K -$35.9K -435 -40%
WB
680
Webster Bank
Connecticut
$54K -$24.5K -297 -31%
AF
681
Allworth Financial
California
$53K
LNWWM
682
Laird Norton Wetherby Wealth Management
California
$53K
WCM
683
Wealthcare Capital Management
Virginia
$50K
GI
684
Gradient Investments
Minnesota
$48K +$47.4K +575 New
TFS
685
TrustCore Financial Services
Tennessee
$47K +$47.2K +572 New
DBT
686
Dubuque Bank & Trust
Iowa
$46K +$46.2K +560 New
DPA
687
Delphi Private Advisors
California
$45K
WWMSC
688
Wagner Wealth Management (South Carolina)
South Carolina
$44K +$42.2K +512 New
NPP
689
New Potomac Partners
Maryland
$43K +$42.5K +515 New
SIAP
690
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$41K
WWM
691
Willingdon Wealth Management
North Carolina
$41K
RFM
692
Royal Fund Management
Florida
$41K +$16.7K +203 +69%
CHP
693
Cable Hill Partners
Oregon
$40K -$11.7K -142 -23%
FPF
694
FNY Partners Fund
New York
$40K +$18.1K +220 +82%
SPI
695
Santori & Peters Inc
Pennsylvania
$40K +$40.6K +492 New
FCMT
696
Founders Capital Management (Texas)
Texas
$39K
VIA
697
Vantage Investment Advisors
Pennsylvania
$38K
WCM
698
Whitener Capital Management
North Carolina
$36K +$36.3K +440 New
PCA
699
Providence Capital Advisors
North Carolina
$35K +$35K +424 New
AWM
700
AllSquare Wealth Management
New York
$33K

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.