We are live on ! Find out more
XLV icon

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
PFS
176
Prospera Financial Services
Texas
$3.38M +$2.03M +27,882 +158%
EC
177
Estate Counselors
Wisconsin
$3.35M
BPC
178
Banque Pictet & Cie
Switzerland
$3.31M +$146K +2,001 +5%
FAM
179
Foothills Asset Management
Arizona
$3.23M -$185K -2,538 -6%
FAAS
180
First Allied Advisory Services
California
$3.19M -$4.7M -64,542 -60%
ST
181
Sabal Trust
Florida
$3.17M -$28.8K -395 -0.9%
LFPWM
182
Leicht Financial Planning & Wealth Management
New Jersey
$3.12M +$1.58M +21,657 +106%
RWMH
183
Riverpoint Wealth Management Holdings
Illinois
$3.12M +$356K +4,879 +13%
SPL
184
Smart Portfolios LLC
Washington
$3.08M -$39.7K -545 -1%
IA
185
IFP Advisors
Florida
$3.05M +$253K +3,477 +9%
GA
186
Geneva Advisors
Illinois
$3.03M -$345K -4,732 -10%
MCG
187
Meru Capital Group
New York
$3M +$2.94M +40,381 New
SWM
188
Strategic Wealth Management
Washington
$2.99M +$19K +260 +0.7%
TTWM
189
TCV Trust & Wealth Management
Virginia
$2.98M +$39.1K +537 +1%
WTB
190
Washington Trust Bank
Washington
$2.98M +$467K +6,408 +19%
FCI
191
Financial Counselors Inc
Kansas
$2.97M -$170K -2,327 -5%
BOTW
192
Bank of the West
California
$2.96M +$1.96M +26,872 +208%
AIP
193
Ameritas Investment Partners
Nebraska
$2.9M +$2.78M +38,121 +4,051%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$2.88M +$289K +3,971 +11%
PNAA
195
Pictet North America Advisors
Switzerland
$2.86M -$36.4K -500 -1%
MBTD
196
Mechanics Bank - Trust Department
California
$2.82M +$79.9K +1,096 +3%
SB
197
Suntrust Banks
Georgia
$2.76M -$52.4K -719 -2%
LJAC
198
L.J. Altfest & Co
New York
$2.75M +$2.7M +37,011 New
CCT
199
Chemung Canal Trust
New York
$2.73M +$1.98M +27,100 +281%
Renaissance Technologies
200
Renaissance Technologies
New York
$2.66M +$2.61M +35,800 New

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.