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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
WT
351
Whittier Trust
California
$607K +$582K +8,381 +1,972%
VFA
352
Virtus Fund Advisers
Connecticut
$594K +$68.4K +985 +13%
JSL
353
JT Stratford LLC
Georgia
$590K +$594K +8,562 New
WHI
354
William Harris Investors
Illinois
$589K
EWA
355
EP Wealth Advisors
California
$579K +$710K +10,220 New
SFS
356
Sowell Financial Services
Arkansas
$574K +$541K +7,786 New
TPSF
357
Texas Permanent School Fund
Texas
$572K -$1.73M -24,955 -75%
ZIG
358
Zurich Insurance Group
Switzerland
$558K +$562K +8,088 New
CIBC World Market
359
CIBC World Market
Ontario, Canada
$553K -$13.8M -198,693 -96%
TA
360
TMD & Associates
Arizona
$552K +$555K +8,000 New
IAA
361
Ironsides Asset Advisors
North Carolina
$551K +$65.3K +940 +13%
B
362
Bailard
California
$545K
FA
363
FDx Advisors
Illinois
$541K +$179K +2,581 +49%
NEIRG
364
New England Investment & Retirement Group
Massachusetts
$531K +$535K +7,699 New
KIG
365
Kessler Investment Group
Indiana
$526K -$903 -13 -0.2%
AAP
366
Ardsley Advisory Partners
Connecticut
$517K +$521K +7,500 New
KA
367
Kovack Advisors
Florida
$510K -$845K -12,169 -62%
RT
368
Rockland Trust
Massachusetts
$510K +$82.2K +1,184 +19%
GWM
369
Greenwich Wealth Management
Connecticut
$510K +$302K +4,344 +142%
SAM
370
Silvercrest Asset Management
New York
$507K
KCM
371
Kanawha Capital Management
Virginia
$500K +$13.9K +200 +3%
GI
372
Gradient Investments
Minnesota
$499K +$468K +6,738 +1,348%
CPA
373
Court Place Advisors
Maryland
$498K
PCMM
374
Private Capital Management (Minnesota)
Minnesota
$496K +$139K +2,000 +38%
SC
375
SouthState Corp
Florida
$495K +$2.29K +33 +0.5%

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.