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State Street Health Care Select Sector SPDR ETF

614 hedge funds and large institutions have $9.19B invested in State Street Health Care Select Sector SPDR ETF in 2016 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 200 increasing their positions, 187 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 64

21% more call options, than puts

Call options by funds: $888M | Put options by funds: $733M

13% more funds holding

Funds holding: 541614 (+73)

12% more funds holding in top 10

Funds holding in top 10: 4247 (+5)

7% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 187

5% less capital invested

Capital invested by funds: $9.71B → $9.19B (-$519M)

8.51% less ownership

Funds ownership: 76.55%68.04% (-8.5%)

Holders
614
Holders Change
+73
Holders Change %
+13.49%
% of All Funds
15.35%
Holding in Top 10
47
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.9%
% of All Funds
1.18%
New
145
Increased
200
Reduced
187
Closed
64
Calls
$888M
Puts
$733M
Net Calls
+$155M
Net Calls Change
-$88.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
301
Concert Wealth Management
California
$903K -$831K -11,965 -48%
ISB
302
Iowa State Bank
Iowa
$897K +$208K +3,000 +30%
BOTW
303
Bank of the West
California
$891K +$258K +3,711 +40%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$869K +$875K +12,599 New
Cetera Investment Advisers
305
Cetera Investment Advisers
Illinois
$849K +$111K +1,602 +15%
CCM
306
Condor Capital Management
New Jersey
$840K +$113K +1,624 +15%
AIP
307
ARS Investment Partners
New York
$838K -$6.44M -92,796 -88%
BTS
308
BB&T Securities
Virginia
$831K
IC
309
InterOcean Capital
Illinois
$831K +$108K +1,554 +15%
GEM
310
Global Endowment Management
North Carolina
$827K
NFG
311
Next Financial Group
Texas
$808K -$101K -1,458 -11%
WS
312
Wedbush Securities
California
$807K +$89.3K +1,286 +12%
Jones Financial Companies
313
Jones Financial Companies
Missouri
$798K +$407K +5,862 +103%
TD Asset Management
314
TD Asset Management
Ontario, Canada
$788K +$120K +1,728 +18%
BA
315
Bristlecone Advisors
Washington
$782K +$24.3K +350 +3%
AI
316
Atria Investments
North Carolina
$782K +$787K +11,337 New
SFM
317
Stack Financial Management
Montana
$775K +$781K +11,243 New
JIC
318
Johnson Investment Counsel
Ohio
$760K -$31.5K -453 -4%
ACM
319
Aviance Capital Management
Florida
$758K -$853K -12,287 -53%
MC
320
Mathes Company
New York
$755K +$760K +10,950 New
BA
321
BKS Advisors
Michigan
$753K +$758K +10,917 New
BCM
322
Boltwood Capital Management
California
$750K -$3.47K -50 -0.5%
WCM
323
Weatherstone Capital Management
Colorado
$739K -$8.19K -118 -1%
CCMD
324
Cypress Capital Management (Delaware)
Delaware
$730K +$736K +10,595 New
CWM
325
Cornerstone Wealth Management
Missouri
$718K +$27.6K +398 +4%

XLV Hedge Fund Activity: Q4 2016 in Review

614 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q4 2016, worth a combined $9.19B — down 5.3% from $9.71B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new XLV positions and 64 closed out — a net gain of 81 holders — while 200 added to existing stakes and 187 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $313M. The largest seller was Bank of America, cutting an estimated $395M.

  • 614 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q4 2016, up from 541 in Q3 2016.
  • Funds reported $9.19B of State Street Health Care Select Sector SPDR ETF stock for Q4 2016, down 5.3% quarter-over-quarter.
  • 145 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q4 2016 and 64 closed out, a net change of +81 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q4 2016 was JP Morgan Chase, an estimated $313M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q4 2016 was Bank of America, an estimated $395M sold.

Based on aggregated 13F filings for Q4 2016.