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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
FMC
376
First Merchants Corp
Indiana
$489K
OIA
377
Optimum Investment Advisors
Illinois
$487K -$92K -1,325 -16%
UR
378
USCA RIA
Texas
$470K +$474K +6,820 New
PFO
379
Pathstone Family Office
New Jersey
$466K +$470K +6,763 New
EWM
380
Endurance Wealth Management
Rhode Island
$465K -$30.9K -445 -6%
MCM
381
Millie Capital Management
California
$461K +$114K +1,635 +32%
CTC
382
Central Trust Company
Missouri
$459K +$116K +1,665 +33%
GRP
383
Global Retirement Partners
California
$455K +$459K +6,605 New
SLF
384
Sun Life Financial
Ontario, Canada
$452K -$29.5M -425,143 -93%
LNB
385
Ledyard National Bank
$452K -$928K -13,370 -67%
GIM
386
Goelzer Investment Management
Indiana
$452K -$17.3K -249 -4%
TBA
387
Train Babcock Advisors
New York
$446K +$450K +6,475 New
Truist Financial
388
Truist Financial
North Carolina
$443K -$182K -2,624 -29%
BWM
389
BigSur Wealth Management
Florida
$434K +$437K +6,300 New
SI
390
SII Investments
Wisconsin
$429K -$1.01M -14,540 -70%
MIM
391
Macroview Investment Management
Maryland
$429K -$117K -1,692 -21%
MLL
392
Moody Lynn & Lieberson
Massachusetts
$423K
SFM
393
Signet Financial Management
New Jersey
$423K +$426K +6,137 New
PAS
394
Partnervest Advisory Services
California
$422K +$130K +1,870 +44%
PFM
395
Peak Financial Management
Massachusetts
$422K +$425K +6,117 New
AIP
396
Ahrens Investment Partners
Louisiana
$421K +$424K +6,101 New
GIA
397
Granite Investment Advisors
New Hampshire
$418K +$117K +1,690 +39%
DIP
398
DT Investment Partners
Pennsylvania
$413K
CS
399
Cannell & Spears
New York
$412K -$28.8K -415 -6%
WAS
400
WESPAC Advisors SoCal
California
$410K -$739K -10,650 -64%

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.