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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
IFAM
701
Institutional & Family Asset Management
Colorado
-$471K -6,341 Closed
EAM
702
Evanson Asset Management
California
-$392K -5,268 Closed
CB
703
Community Bank
New York
-$338K -4,550 Closed
CG
704
Colony Group
Massachusetts
-$321K -4,321 Closed
BIM
705
Baldwin Investment Management
Pennsylvania
-$320K -4,300 Closed
FTUS
706
Flow Traders U.S.
New York
-$307K -4,124 Closed
FWP
707
FAS Wealth Partners
Kansas
-$300K -4,032 Closed
LNWWM
708
Laird Norton Wetherby Wealth Management
California
-$298K -4,009 Closed
CIM
709
Cetera Investment Management
California
-$290K -3,894 Closed
IFB
710
iAB Financial Bank
Indiana
-$254K -3,411 Closed
Mariner
711
Mariner
Kansas
-$223K -3,000 Closed
IAA
712
Independent Advisor Alliance
North Carolina
-$215K -2,904 Closed
EP
713
Edgestream Partners
New Jersey
-$206K -2,768 Closed
WCF
714
West Coast Financial
California
-$204K -2,750 Closed
SAS
715
Stelac Advisory Services
New York
-$186K -2,697 Closed
BAM
716
Brave Asset Management
New Jersey
-$179K -2,403 Closed
KWM
717
Kingsview Wealth Management
Oregon
-$144K -1,935 Closed
CIM
718
Contravisory Investment Management
Massachusetts
-$135K -1,813 Closed
FPS
719
Fieldpoint Private Securities
Connecticut
-$115K -1,550 Closed
Simplex Trading
720
Simplex Trading
Illinois
-$67K -914 Closed
CAG
721
Crestwood Advisors Group
Massachusetts
-$58K -770 Closed
AA
722
Apriem Advisors
California
-$56K -750 Closed
PCM
723
Prelude Capital Management
New York
-$52K -700 Closed
BKA
724
Brick & Kyle Associates
Pennsylvania
-$48K -650 Closed
FMA
725
FNY Managed Accounts
New York
-$44K -601 Closed

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.