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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
ACM
651
Argentus Capital Management
Texas
-$377K -5,226 Closed
AFG
652
Albion Financial Group
Utah
-$369K -5,111 Closed
BRF
653
B. Riley Financial
California
-$341K -4,729 Closed
GT
654
Greenleaf Trust
Michigan
-$324K -4,500 Closed
WI
655
WrapManager Inc
California
-$302K -4,187 Closed
BUB
656
BBVA USA Bancshares
Texas
-$278K -3,860 Closed
WCF
657
West Coast Financial
California
-$273K -3,790 Closed
MCP
658
Mirador Capital Partners
California
-$268K -3,720 Closed
PC
659
Passport Capital
California
-$251K -3,476 Closed
PFPT
660
Pinnacle Financial Partners (Tennessee)
Tennessee
-$254K -3,423 Closed
CL
661
CPWM LLC
Washington
-$214K -2,970 Closed
SFWA
662
Summit Financial Wealth Advisors
Louisiana
-$207K -2,869 Closed
GC
663
Grimes & Company
Massachusetts
-$206K -2,862 Closed
CNBT
664
Canandaigua National Bank & Trust
New York
-$203K -2,822 Closed
LWA
665
Lenox Wealth Advisors
New York
-$198K -2,739 Closed
IWMPD
666
Integrated Wealth Management (Palm Desert)
California
-$146K -2,024 Closed
PFBT
667
Parkside Financial Bank & Trust
Missouri
-$113K -1,561 Closed
3C
668
361 Capital
Colorado
-$104K -1,445 Closed
FNYS
669
First New York Securities
New York
-$90.9K -1,260 Closed
LTI
670
Laffer Tengler Investments
Tennessee
-$75.9K -1,052 Closed
AAC
671
Asset Advisors Corp
Georgia
-$38K -529 Closed
GWS
672
Glassman Wealth Services
Virginia
-$33K -456 Closed
RFWA
673
RPg Family Wealth Advisory
Massachusetts
-$31.5K -437 Closed
WAM
674
Wolverine Asset Management
Illinois
-$19K -277 Closed
MCM
675
McKinley Capital Management
Alaska
-$17K -238 Closed

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.