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State Street Health Care Select Sector SPDR ETF

542 hedge funds and large institutions have $9.41B invested in State Street Health Care Select Sector SPDR ETF in 2016 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 188 increasing their positions, 201 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $774M

17% more funds holding in top 10

Funds holding in top 10: 4249 (+7)

11% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 53

0% less funds holding

Funds holding: 543542 (-1)

6% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 201

6% less capital invested

Capital invested by funds: $10.1B → $9.41B (-$642M)

10.62% less ownership

Funds ownership: 86.19%75.57% (-11%)

Holders
542
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
14.46%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
1.31%
New
59
Increased
188
Reduced
201
Closed
53
Calls
$1.11B
Puts
$774M
Net Calls
+$338M
Net Calls Change
+$473M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
576
BBR Partners
New York
-$373K -5,500 Closed
DY
577
Dowling & Yahnke
California
-$332K -4,905 Closed
GA
578
GFS Advisors
Texas
-$303K -4,470 Closed
BJ
579
Brouwer & Janachowski
California
-$291K -4,294 Closed
CAL
580
Capital Analysts LLC
Pennsylvania
-$288K -4,255 Closed
JSAM
581
J. Safra Asset Management
New York
-$271K -3,997 Closed
CTI
582
Community Trust & Investment
Kentucky
-$262K -3,872 Closed
Lido Advisors
583
Lido Advisors
California
-$257K -3,794 Closed
SBIA
584
Sheaff Brock Investment Advisors
Indiana
-$255K -3,758 Closed
PC
585
PointState Capital
New York
-$251K -3,700 Closed
VWM
586
Valley Wealth Managers
New Jersey
-$235K -3,466 Closed
FFA
587
First Foundation Advisors
California
-$224K -3,303 Closed
CC
588
Courier Capital
New York
-$214K -3,158 Closed
UFA
589
US Financial Advisors
Massachusetts
-$63K -927 Closed
Bessemer Group
590
Bessemer Group
New Jersey
-$55K -806 Closed
FAM
591
Formidable Asset Management
Ohio
-$44K -621 Closed
CA
592
CapWealth Advisors
Tennessee
-$36K -528 Closed
CGT
593
Capital Guardian Trust
California
-$23K -334 Closed
JWA
594
JFS Wealth Advisors
Pennsylvania
-$9K -126 Closed
MFT
595
Moisand Fitzgerald Tamayo
Florida
-$8K -115 Closed

XLV Hedge Fund Activity: Q2 2016 in Review

542 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 Q2 2016, worth a combined $9.41B — down 6.4% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new XLV positions and 53 closed out — a net gain of 6 holders — while 188 added to existing stakes and 201 trimmed.

The largest buyer was NWI Management, opening a new position worth an estimated $150M. The largest seller was Morgan Stanley, cutting an estimated $542M.

  • 542 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q2 2016, down from 543 in Q1 2016.
  • Funds reported $9.41B of State Street Health Care Select Sector SPDR ETF stock for Q2 2016, down 6.4% quarter-over-quarter.
  • 59 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q2 2016 and 53 closed out, a net change of +6 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q2 2016 was NWI Management, an estimated $150M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q2 2016 was Morgan Stanley, an estimated $542M sold.

Based on aggregated 13F filings for Q2 2016.