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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
GFPC
151
Global Financial Private Capital
Florida
$4.33M +$4.24M +58,200 New
JWS
152
Juncture Wealth Strategies
Arizona
$4.19M -$28.6K -392 -0.7%
GCM
153
Graham Capital Management
Connecticut
$4.17M +$4.09M +56,100 New
FG
154
Formula Growth
Quebec, Canada
$4.16M +$4.08M +56,000 New
BTS
155
BB&T Securities
Virginia
$4.14M +$3.22M +44,218 +384%
ST
156
Spot Trading
Illinois
$4.13M +$3.36M +46,147 +489%
Creative Planning
157
Creative Planning
Kansas
$4.11M -$4.37K -60 -0.1%
RIM
158
Rampart Investment Management
Connecticut
$4.07M +$3.99M +54,711 New
SCA
159
Stillwater Capital Advisors
Pennsylvania
$3.94M +$2.59M +35,490 +202%
AWP
160
Ascent Wealth Partners
New York
$3.9M -$12.8K -175 -0.3%
PWAP
161
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.9M -$26.9K -369 -0.7%
BAAM
162
Baker Avenue Asset Management
California
$3.82M +$187K +2,565 +5%
KSA
163
Ken Stern & Associates
California
$3.77M +$3.64M +49,968 New
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$3.77M +$3.7M +50,724 New
OC
165
Oppenheimer & Co
New York
$3.76M +$13.5K +185 +0.4%
AIMCA
166
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.72M
CCM
167
Canal Capital Management
Virginia
$3.7M +$3.63M +49,787 New
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$3.69M -$692K -9,489 -16%
Bank of New York Mellon
169
Bank of New York Mellon
New York
$3.63M -$702K -9,625 -16%
CTB
170
Country Trust Bank
Illinois
$3.62M +$894K +12,266 +34%
QFA
171
Quattro Financial Advisors
Texas
$3.61M +$3.54M +48,534 New
FFEC
172
First Financial Equity Corporation
Arizona
$3.59M +$3.51M +48,179 New
ECM
173
Exchange Capital Management
Michigan
$3.53M -$229K -3,137 -6%
Fidelity International
174
Fidelity International
Bermuda
$3.52M -$278K -3,820 -7%
WA
175
WBH Advisory
Maryland
$3.48M +$490K +6,722 +17%

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.