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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
MCM
126
Manchester Capital Management
Vermont
$5.77M
CIA
127
Capital Investment Advisors
Georgia
$5.73M -$101K -1,381 -2%
ACS
128
Archford Capital Strategies
Illinois
$5.71M +$118K +1,621 +2%
FMT
129
First Mercantile Trust
Tennessee
$5.66M -$463K -6,352 -8%
CIM
130
Confluence Investment Management
Missouri
$5.61M +$1.75M +23,977 +47%
MBT
131
Monroe Bank & Trust
Michigan
$5.55M +$1.45M +19,935 +36%
IA
132
IndexIQ Advisors
New York
$5.5M +$3.78M +51,830 +235%
BWFA
133
Baltimore-Washington Financial Advisors
Maryland
$5.47M +$408K +5,593 +8%
SI
134
Stephens Inc
Arkansas
$5.46M -$147K -2,015 -3%
LPL Financial
135
LPL Financial
California
$5.45M +$350K +4,796 +7%
FPCM
136
Financial Partners Capital Management
New York
$5.44M -$1.88M -25,742 -26%
AC
137
AFAM Capital
Texas
$5.29M +$700K +9,604 +16%
MC
138
Martin & Co
Tennessee
$5.27M -$97.7K -1,340 -2%
HCMNY
139
Howard Capital Management (New York)
New York
$5.22M +$173K +2,370 +3%
AW
140
ACG Wealth
Georgia
$5.2M -$941K -12,906 -16%
Millennium Management
141
Millennium Management
New York
$5.13M -$6.05M -83,041 -55%
AssetMark Inc
142
AssetMark Inc
California
$5.08M -$1.31M -18,028 -21%
BFA
143
Beaumont Financial Advisors
Massachusetts
$5.02M +$4.52M +62,053 +1,138%
PP
144
PDT Partners
New York
$4.99M +$4.89M +67,158 New
GHCM
145
Glen Harbor Capital Management
California
$4.98M +$4.88M +66,928 New
Sumitomo Mitsui Trust Group
146
Sumitomo Mitsui Trust Group
Japan
$4.91M
TFA
147
Toth Financial Advisory
Virginia
$4.77M +$127K +1,742 +3%
FCC
148
Florin Court Capital
United Kingdom
$4.51M +$4.42M +60,700 New
SWP
149
Stratos Wealth Partners
Ohio
$4.35M -$1.59M -21,779 -27%
EWM
150
Evercore Wealth Management
New York
$4.34M -$922K -12,650 -18%

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.