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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
VWM
501
Valley Wealth Managers
New Jersey
$25K +$25.8K +350 New
SIM
502
Sonora Investment Management
Arizona
$24.5K
JIC
503
Joel Isaacson & Co
New York
$21K +$4.78K +65 +28%
LBG
504
Lloyds Banking Group
United Kingdom
$20K -$60.4K -821 -74%
MWP
505
MYCIO Wealth Partners
Pennsylvania
$20K +$74 +1 +0.4%
PCA
506
Peddock Capital Advisors
Massachusetts
$19K +$19.1K +260 New
WAM
507
Wolverine Asset Management
Illinois
$19K +$20.4K +277 New
CFA
508
CT Financial Advisors
Pennsylvania
$18.8K
CCM
509
Cribstone Capital Management
Maine
$18K
DPA
510
Delphi Private Advisors
California
$18K
MCM
511
McKinley Capital Management
Alaska
$17K +$17.5K +238 New
WAS
512
Winch Advisory Services
Wisconsin
$16K -$3.24K -44 -17%
MMG
513
Monetary Management Group
Missouri
$16K +$8.46K +115 +115%
1832 Asset Management
514
1832 Asset Management
Ontario, Canada
$16K +$16.2K +220 New
AIM
515
Anchor Investment Management
South Carolina
$15.5K +$11K +150 +231%
HCM
516
Highlander Capital Management
New Jersey
$15K
VNA
517
Valley National Advisers
Pennsylvania
$15K
BC
518
Barnett & Company
Tennessee
$14K
NSIM
519
North Star Investment Management
Illinois
$13K
BIM
520
BlackRock Investment Management
Delaware
$12K -$6.55K -89 -35%
ANBT
521
American National Bank & Trust
Texas
$12K
First Manhattan
522
First Manhattan
New York
$12K
RAM
523
Riggs Asset Management
Pennsylvania
$11K
ClearBridge Investments
524
ClearBridge Investments
New York
$10K +$9.94K +135 New
FMII
525
Farmers & Merchants Investments Inc
Nebraska
$9K

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.