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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
GG
476
Gofen & Glossberg
Illinois
$248K -$83.3K -1,200 -25%
TFF
477
The Family Firm
Maryland
$248K -$45.5K -655 -15%
HWA
478
HCR Wealth Advisors
California
$247K +$249K +3,585 New
BCA
479
Benchmark Capital Advisors
New York
$240K +$6.94K +100 +3%
WSCM
480
Wellington Shields Capital Management
New York
$238K -$24.3K -350 -9%
BWFM
481
Bridgewater Wealth & Financial Management
Maryland
$237K +$764 +11 +0.3%
Credit Agricole
482
Credit Agricole
France
$236K
NFP
483
Narus Financial Partners
Utah
$234K +$236K +3,398 New
CB
484
Chemical Bank
Michigan
$233K +$234K +3,375 New
SCA
485
Snowden Capital Advisors
New York
$232K +$233K +3,358 New
CP
486
Corbenic Partners
Pennsylvania
$231K -$45.9K -661 -16%
GEA
487
Glen Eagle Advisors
New Jersey
$230K +$232K +3,335 New
BBPWM
488
Blue Bell Private Wealth Management
Pennsylvania
$228K +$20.8K +300 +10%
RWA
489
Ropes Wealth Advisors
Massachusetts
$228K +$229K +3,300 New
AIA
490
Allegis Investment Advisors
Idaho
$226K -$514K -7,403 -69%
AG
491
Appleton Group
Wisconsin
$219K +$220K +3,170 New
BAM
492
Brave Asset Management
New Jersey
$217K +$6.94K +100 +3%
EP
493
Edgestream Partners
New Jersey
$212K -$4.97M -71,638 -96%
WEC
494
Winslow Evans & Crocker
Massachusetts
$211K -$393K -5,662 -65%
BDF
495
Balasa Dinverno & Foltz
$207K
GLA
496
Great Lakes Advisors
Illinois
$207K
OAM
497
Occidental Asset Management
California
$207K
PAM
498
Peak Asset Management
Colorado
$207K
TFCP
499
Twin Focus Capital Partners
Massachusetts
$207K
LWAC
500
Laurel Wealth Advisors (California)
California
$206K -$13.9K -200 -6%

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.