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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
FNT
201
First National Trust
Pennsylvania
$2.65M +$338K +4,643 +15%
ACPU
202
Arrowgrass Capital Partners (US)
Delaware
$2.63M -$627K -8,600 -20%
Mirae Asset Global Investments
203
Mirae Asset Global Investments
South Korea
$2.57M -$94.8K -1,300 -4%
NR
204
Newfound Research
Massachusetts
$2.56M +$2.51M +34,459 New
JGIA
205
Jackson Grant Investment Advisers
Connecticut
$2.54M -$50.7K -696 -2%
RSA
206
Robertson Stephens Advisors
California
$2.5M -$1.18M -16,217 -31%
KF
207
Krilogy Financial
Missouri
$2.44M
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.43M +$2.38M +32,716 New
NPC
209
National Planning Corporation
California
$2.41M -$72K -988 -3%
MFW
210
Meristem Family Wealth
Minnesota
$2.38M
PWSG
211
Pacific Wealth Strategies Group
California
$2.37M -$516K -7,082 -18%
SIMM
212
Stillwater Investment Management (Minnesota)
Minnesota
$2.35M -$15.2K -208 -0.7%
SSB
213
Sandy Spring Bank
Maryland
$2.3M +$141K +1,936 +7%
PP
214
Patten & Patten
Tennessee
$2.3M -$41.2K -565 -2%
TCT
215
TIAA CREF Trust
Missouri
$2.28M +$664K +9,106 +42%
PI
216
Parkside Investments
Illinois
$2.27M +$2.22M +30,462 New
CWM
217
CMH Wealth Management
New Hampshire
$2.26M +$675K +9,265 +44%
OAM
218
Oppenheimer Asset Management
New York
$2.19M +$2.15M +29,466 New
BII
219
Bainco International Investors
Massachusetts
$2.18M +$51.3K +704 +2%
PG
220
Proffitt & Goodson
Tennessee
$2.18M +$89.1K +1,222 +4%
SWA
221
SFMG Wealth Advisors
Texas
$2.17M
ICOA
222
Investment Centers of America
North Dakota
$2.17M -$109K -1,499 -5%
FTS
223
Fifth Third Securities
Ohio
$2.14M +$161K +2,215 +8%
BAC
224
Boys Arnold & Co
North Carolina
$2.13M +$25.5K +350 +1%
FNBOH
225
First National Bank of Hutchinson
Kansas
$2.13M -$32.1K -441 -2%

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.