We are live on ! Find out more
XLV icon

State Street Health Care Select Sector SPDR ETF

531 hedge funds and large institutions have $11.4B invested in State Street Health Care Select Sector SPDR ETF in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 238 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 40

52% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 157

28% more capital invested

Capital invested by funds: $8.87B → $11.4B (+$2.49B)

13% more funds holding in top 10

Funds holding in top 10: 5360 (+7)

8.85% more ownership

Funds ownership: 73.86%82.71% (+8.8%)

5% more funds holding

Funds holding: 507531 (+24)

62% less call options, than puts

Call options by funds: $300M | Put options by funds: $793M

Holders
531
Holders Change
+24
Holders Change %
+4.73%
% of All Funds
14.15%
Holding in Top 10
60
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.21%
% of All Funds
1.6%
New
68
Increased
238
Reduced
157
Closed
40
Calls
$300M
Puts
$793M
Net Calls
-$493M
Net Calls Change
-$183M
Name Holding Trade Value Shares
Change
Change in
Stake
DRS
176
Deane Retirement Strategies
Louisiana
$3.62M +$11.9M +167,400 New
AW
177
ACG Wealth
Georgia
$3.62M +$2.83M +39,628 +385%
Citadel Advisors
178
Citadel Advisors
Florida
$3.54M -$9.54M -133,719 -73%
BOK
179
Bank of Kentucky
Kentucky
$3.5M -$84.1K -1,179 -2%
KeyBank National Association
180
KeyBank National Association
Ohio
$3.42M +$225K +3,150 +7%
NA
181
Navellier & Associates
Nevada
$3.41M +$892K +12,502 +36%
BRWA
182
B. Riley Wealth Advisors
Florida
$3.33M -$540K -7,568 -14%
SPC
183
Sigma Planning Corp
Michigan
$3.33M +$778K +10,904 +31%
SWP
184
Stratos Wealth Partners
Ohio
$3.32M +$467K +6,542 +17%
MBT
185
Monroe Bank & Trust
Michigan
$3.3M -$45.1K -633 -1%
BWFA
186
Baltimore-Washington Financial Advisors
Maryland
$3.27M +$50.3K +705 +2%
RT
187
Rockland Trust
Massachusetts
$3.18M -$139K -1,948 -4%
SFG
188
SNS Financial Group
Minnesota
$3.04M -$7.13K -100 -0.2%
N
189
Nuveen
North Carolina
$2.99M +$1.15M +16,120 +64%
SRSA
190
S.R. Schill & Associates
Washington
$2.93M -$273K -3,828 -9%
NYLIM
191
New York Life Investment Management
New York
$2.9M -$3.13M -43,951 -52%
Creative Planning
192
Creative Planning
Kansas
$2.87M +$598K +8,385 +27%
VAM
193
Verity Asset Management
North Carolina
$2.87M +$83.5K +1,171 +3%
PAG
194
Pinnacle Advisory Group
Maryland
$2.85M +$2.85K +40 +0.1%
AIIMS
195
Analyst IMS Investment Management Services
Israel
$2.82M +$99K +1,388 +4%
SI
196
Stephens Inc
Arkansas
$2.81M -$38.4K -538 -1%
VKH
197
Virtu KCG Holdings
New York
$2.75M -$175K -2,451 -6%
HJA
198
Hugh Johnson Advisors
New York
$2.71M -$11.4K -160 -0.4%
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$2.69M +$52.4K +735 +2%
ICAS
200
Investors Capital Advisory Services
Massachusetts
$2.68M +$326K +4,568 +14%

XLV Hedge Fund Activity: Q1 2015 in Review

531 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2015, worth a combined $11.4B — up 28% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XLV positions and 40 closed out — a net gain of 28 holders — while 238 added to existing stakes and 157 trimmed.

The largest buyer was Euclid Advisors, opening a new position worth an estimated $348M. The largest seller was Deutsche Bank, exiting entirely with an estimated $303M sold.

  • 531 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2015, up from 507 in Q4 2014.
  • Funds reported $11.4B of State Street Health Care Select Sector SPDR ETF stock for Q1 2015, up 28% quarter-over-quarter.
  • 68 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2015 and 40 closed out, a net change of +28 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2015 was Euclid Advisors, an estimated $348M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2015 was Deutsche Bank, an estimated $303M sold.

Based on aggregated 13F filings for Q1 2015.