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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
NSIM
551
North Star Investment Management
Illinois
$43K +$31.2K +450 +250%
KPCM
552
Kings Point Capital Management
New York
$42K
WCM
553
Wealthcare Capital Management
Virginia
$41K
EA
554
Edge Advisors
Georgia
$41K +$41.5K +598 New
RCA
555
Rowland Carmichael Advisors
Arizona
$38K +$38K +547 New
WOC
556
West Oak Capital
California
$35.2K
Toronto Dominion Bank
557
Toronto Dominion Bank
Ontario, Canada
$35K +$34.7K +500 New
IIC
558
Integrated Investment Consultants
Michigan
$32K
VIA
559
Vantage Investment Advisors
Pennsylvania
$32K
KT
560
Kanaly Trust
Texas
$31K
CFD
561
Creative Financial Designs
Indiana
$31K +$30.8K +443 New
CPIG
562
Chicago Partners Investment Group
Illinois
$31K +$31.5K +454 New
HR
563
Howe & Rusling
New York
$29K
TDC
564
Thompson Davis & Co
Virginia
$29K
MMG
565
Monetary Management Group
Missouri
$29K +$13.9K +200 +93%
AWM
566
AllSquare Wealth Management
New York
$28K -$27.8K -400 -50%
RCG
567
Ruggie Capital Group
Florida
$28K
BAM
568
Barrett Asset Management
New York
$28K +$28.1K +405 New
IWA
569
IBEX Wealth Advisors
New Jersey
$27K +$26.7K +385 New
PMFA
570
Plante Moran Financial Advisors
Michigan
$26K
SEI Investments
571
SEI Investments
Pennsylvania
$24K -$31.8K -458 -57%
EWM
572
Edge Wealth Management
New York
$24K
VWM
573
Valley Wealth Managers
New Jersey
$24K
FCB
574
First Command Bank
Texas
$24K +$24.6K +355 New
FCFS
575
First Command Financial Services
Texas
$24K +$24.6K +355 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.