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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
RWM
101
Rezny Wealth Management
Florida
$12.6M -$11.3K -148 -0.1%
LTFS
102
Ladenburg Thalmann Financial Services
Florida
$12.4M -$36.3K -476 -0.3%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$12.3M -$231K -3,036 -2%
AWM
104
Affinity Wealth Management
Delaware
$12.3M +$332K +4,354 +3%
CAN
105
Cetera Advisor Networks
California
$11.9M +$447K +5,864 +4%
KIA
106
KCM Investment Advisors
California
$11.7M +$1.48M +19,476 +15%
WF
107
WealthTrust Fairport
Ohio
$11.6M -$190K -2,498 -2%
MML Investors Services
108
MML Investors Services
Massachusetts
$11.5M +$11M +144,694 New
MLM
109
Mount Lucas Management
Pennsylvania
$11.4M +$1.09M +14,332 +11%
GFPC
110
Global Financial Private Capital
Florida
$11.1M +$6.21M +81,557 +140%
HCIA
111
Hochman Cole Investment Advisors
Illinois
$11M +$236K +3,098 +2%
Twin Tree Management
112
Twin Tree Management
Texas
$10.9M +$10.5M +137,597 New
GHCM
113
Glen Harbor Capital Management
California
$10.8M +$5.33M +69,952 +105%
V
114
Veritable
Delaware
$10.5M -$13.6K -178 -0.1%
CFIC
115
City Financial Investment Company
United Kingdom
$10.4M +$9.98M +131,000 New
SG
116
Swarthmore Group
Pennsylvania
$10.2M -$10.5M -138,225 -52%
CI
117
Cavalier Investments
Georgia
$10.1M -$144K -1,886 -1%
BCM
118
Brookstone Capital Management
Illinois
$9.97M +$9.59M +125,822 New
RIG
119
Roosevelt Investment Group
New York
$9.88M +$9.5M +124,692 New
AG
120
Advisor Group
Arizona
$9.85M +$322K +4,220 +4%
William Blair & Company
121
William Blair & Company
Illinois
$9.83M +$1.97M +25,803 +26%
BWM
122
Biltmore Wealth Management
Arizona
$9.77M +$3.24M +42,461 +53%
ADEF
123
Adams Diversified Equity Fund
Maryland
$9.77M -$8.39M -110,100 -47%
FCC
124
Florin Court Capital
United Kingdom
$9.38M +$4.4M +57,700 +95%
LA
125
Leonetti & Associates
Illinois
$9.36M +$9M +118,150 New

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.