We are live on ! Find out more
XLV icon

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
FFBTD
401
First Financial Bank - Trust Division
Ohio
$409K -$45.8K -660 -10%
PCM
402
Parsons Capital Management
Rhode Island
$401K -$24.6K -355 -6%
MFW
403
Mosaic Family Wealth
Missouri
$399K -$48.5K -699 -11%
Franklin Resources
404
Franklin Resources
California
$398K +$61.2K +881 +18%
CI
405
Conning Inc
Connecticut
$397K +$494K +7,116 New
RJT
406
Raymond James Trust
Florida
$394K +$200K +2,884 +102%
FHA
407
First Horizon Advisors
Tennessee
$388K
WI
408
Wintrust Investments
Illinois
$386K +$38.5K +555 +11%
DIA
409
Denver Investment Advisors
Colorado
$383K -$7.84K -113 -2%
UF
410
Univest Financial
Pennsylvania
$381K +$384K +5,529 New
BFA
411
Beaumont Financial Advisors
Massachusetts
$376K -$4.31M -62,136 -92%
AFP
412
Ausdal Financial Partners
Iowa
$367K +$48.4K +697 +15%
NEPWA
413
New England Private Wealth Advisors
Massachusetts
$365K
EAM
414
Evanson Asset Management
California
$363K +$366K +5,266 New
WB
415
WesBanco Bank
West Virginia
$361K +$109K +1,574 +43%
DSAM
416
Dock Street Asset Management
Florida
$360K
RCAG
417
Rehmann Capital Advisory Group
Michigan
$359K -$636K -9,158 -64%
I
418
IberiaBank
Louisiana
$357K +$360K +5,185 New
HTC
419
Haverford Trust Company
Pennsylvania
$356K +$358K +5,161 New
GT
420
Glenview Trust
Kentucky
$355K +$358K +5,152 New
CG
421
Caprock Group
Idaho
$349K +$352K +5,069 New
EM
422
ELCO Management
New York
$345K +$347K +5,000 New
N
423
Nuveen
North Carolina
$345K +$347K +5,000 New
IWA
424
Intercontinental Wealth Advisors
Texas
$345K +$347K +5,004 New
AC
425
Abbrea Capital
California
$342K +$344K +4,955 New

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.