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State Street Health Care Select Sector SPDR ETF

541 hedge funds and large institutions have $9.71B invested in State Street Health Care Select Sector SPDR ETF in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 164 increasing their positions, 221 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $1.07B | Put options by funds: $827M

21% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 48

3% more capital invested

Capital invested by funds: $9.41B → $9.71B (+$297M)

0.98% more ownership

Funds ownership: 75.57%76.55% (+0.98%)

0% less funds holding

Funds holding: 542541 (-1)

14% less funds holding in top 10

Funds holding in top 10: 4942 (-7)

26% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 221

Holders
541
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
14.43%
Holding in Top 10
42
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.29%
% of All Funds
1.12%
New
58
Increased
164
Reduced
221
Closed
48
Calls
$1.07B
Puts
$827M
Net Calls
+$243M
Net Calls Change
-$94.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
476
Bruderman Asset Management
New York
$61K
KTC
477
Kistler-Tiffany Companies
Pennsylvania
$59K -$14.1K -191 -19%
AWM
478
AllSquare Wealth Management
New York
$58K
SEI Investments
479
SEI Investments
Pennsylvania
$58K +$47K +638 +384%
BC
480
Bartlett & Co
Ohio
$51K
BKA
481
Brick & Kyle Associates
Pennsylvania
$47K
SFG
482
SevenBridge Financial Group
Pennsylvania
$43K -$9.49K -129 -17%
KPCM
483
Kings Point Capital Management
New York
$43K
WCM
484
Wealthcare Capital Management
Virginia
$43K
AAC
485
Asset Advisors Corp
Georgia
$38K +$38.9K +529 New
WOC
486
West Oak Capital
California
$36.8K
GI
487
Gradient Investments
Minnesota
$36K +$34.8K +473 +1,752%
BG
488
Bollard Group
Massachusetts
$34K +$34.2K +465 New
KT
489
Kanaly Trust
Texas
$33K
VIA
490
Vantage Investment Advisors
Pennsylvania
$33K
GWS
491
Glassman Wealth Services
Virginia
$33K +$33.6K +456 New
IIC
492
Integrated Investment Consultants
Michigan
$32K
RFWA
493
RPg Family Wealth Advisory
Massachusetts
$31.5K +$17.5K +238 +120%
WT
494
Whittier Trust
California
$31K
HR
495
Howe & Rusling
New York
$30K
TDC
496
Thompson Davis & Co
Virginia
$30K +$21.3K +290 +232%
RCG
497
Ruggie Capital Group
Florida
$29K
WIC
498
Woodmont Investment Counsel
Tennessee
$29K +$29.4K +400 New
PMFA
499
Plante Moran Financial Advisors
Michigan
$27K
EWM
500
Edge Wealth Management
New York
$25K

XLV Hedge Fund Activity: Q3 2016 in Review

541 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2016, worth a combined $9.71B — up 3.2% from $9.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new XLV positions and 48 closed out — a net gain of 10 holders — while 164 added to existing stakes and 221 trimmed.

The largest buyer was Natixis, opening a new position worth an estimated $130M. The largest seller was Citigroup, cutting an estimated $203M.

  • 541 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2016, down from 542 in Q2 2016.
  • Funds reported $9.71B of State Street Health Care Select Sector SPDR ETF stock for Q3 2016, up 3.2% quarter-over-quarter.
  • 58 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2016 and 48 closed out, a net change of +10 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2016 was Natixis, an estimated $130M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2016 was Citigroup, an estimated $203M sold.

Based on aggregated 13F filings for Q3 2016.