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State Street Health Care Select Sector SPDR ETF
XLV

334 hedge funds and large institutions have $6.76B invested in State Street Health Care Select Sector SPDR ETF in 2013 Q2 according to their latest regulatory filings, with 334 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

98.84% more ownership

Funds ownership: 0% → 98.84% (+99%)

27% less call options, than puts

Call options by funds: $372M | Put options by funds: $508M

Holders
334
Holders Change
+334
Holders Change %
–
% of All Funds
10.9%
Holding in Top 10
32
Holding in Top 10 Change
+32
Holding in Top 10 Change %
% of All Funds
1.04%
New
334
Increased
–
Reduced
–
Closed
–
Calls
$372M
Puts
$508M
Net Calls
-$136M
Net Calls Change
-$136M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
251
Rotella Capital Management
Washington
$324K +$326K +6,800 New
Neuberger Berman Group
252
Neuberger Berman Group
New York
$321K +$323K +6,734 New
PCM
253
Parsons Capital Management
Rhode Island
$321K +$323K +6,745 New
BBPWM
254
Blue Bell Private Wealth Management
Pennsylvania
$318K +$320K +6,674 New
SIC
255
Salem Investment Counselors
North Carolina
$316K +$318K +6,644 New
LA
256
Lynch & Associates
Indiana
$312K +$314K +6,550 New
AIA
257
Avalon Investment & Advisory
Texas
$308K +$310K +6,464 New
CFB
258
Cullen/Frost Bankers
Texas
$304K +$306K +6,391 New
MS
259
Madison Scottsdale
Arizona
$298K +$299K +6,250 New
WJA
260
Williams Jones & Associates
New York
$298K +$299K +6,250 New
DCM
261
Donaldson Capital Management
Indiana
$287K +$288K +6,020 New
Canada Pension Plan Investment Board
262
Canada Pension Plan Investment Board
Ontario, Canada
$286K +$287K +6,000 New
Luther King Capital Management (LKCM)
263
Luther King Capital Management (LKCM)
Texas
$285K +$286K +5,979 New
T
264
TradeWorx
New Jersey
$277K +$279K +5,821 New
DY
265
Dowling & Yahnke
California
$274K +$276K +5,763 New
FHC
266
First Horizon Corporation
Tennessee
$269K +$271K +5,660 New
FIM
267
Freedom Investment Management
Connecticut
$264K +$266K +5,552 New
HRIA
268
Haberer Registered Investment Advisor
Ohio
$262K +$263K +5,493 New
GF
269
Gerstein Fisher
New York
$247K +$248K +5,184 New
SAM
270
Shamrock Asset Management
Texas
$240K +$241K +5,029 New
LCM
271
LVM Capital Management
Michigan
$235K +$236K +4,930 New
KCM
272
Kanawha Capital Management
Virginia
$230K +$231K +4,821 New
GG
273
Gofen & Glossberg
Illinois
$229K +$230K +4,800 New
BPBT
274
Boston Private Bank & Trust
Massachusetts
$222K +$223K +4,659 New
PTC
275
Private Trust Company
Ohio
$214K +$215K +4,494 New
9 10
11
12 13

XLV Hedge Fund Activity: Q2 2013 in Review

334 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q2 2013, worth a combined $6.76B.

Buyers outnumbered sellers: 334 funds opened new XLV positions and 0 closed out — a net gain of 334 holders — while 0 added to existing stakes and 0 trimmed.

  • 334 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $6.76B of State Street Health Care Select Sector SPDR ETF stock for Q2 2013.
  • 334 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2013 and 0 closed out, a net change of +334 holders.

Based on aggregated 13F filings for Q2 2013.