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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
IUHSA
151
Itau Unibanco Holding S.A.
Brazil
$3.12M -$355K -5,120 -10%
EC
152
Estate Counselors
Wisconsin
$3.1M +$3.12M +45,000 New
SOMRS
153
State of Michigan Retirement System
Michigan
$3.1M +$3.12M +45,000 New
ACPU
154
Arrowgrass Capital Partners (US)
Delaware
$3.04M +$915K +13,182 +43%
ST
155
Sabal Trust
Florida
$2.97M +$96.5K +1,390 +3%
BPC
156
Banque Pictet & Cie
Switzerland
$2.93M -$96.7K -1,393 -3%
FCI
157
Financial Counselors Inc
Kansas
$2.92M +$2.94M +42,310 New
SPL
158
Smart Portfolios LLC
Washington
$2.89M -$4.34M -62,507 -60%
NP
159
NorthRock Partners
Minnesota
$2.79M +$2.81M +40,410 New
WA
160
WBH Advisory
Maryland
$2.76M +$277K +3,983 +11%
SWM
161
Strategic Wealth Management
Washington
$2.76M -$2.96M -42,682 -52%
M&T Bank
162
M&T Bank
New York
$2.74M +$151K +2,170 +6%
TTWM
163
TCV Trust & Wealth Management
Virginia
$2.73M +$29.3K +422 +1%
PNAA
164
Pictet North America Advisors
Switzerland
$2.69M -$1.04K -15 -0%
PWSG
165
Pacific Wealth Strategies Group
California
$2.68M +$2.7M +38,910 New
TAM
166
Tocqueville Asset Management
New York
$2.62M +$2.43M +35,000 +1,167%
SB
167
Suntrust Banks
Georgia
$2.6M +$1.33M +19,118 +102%
RWMH
168
Riverpoint Wealth Management Holdings
Illinois
$2.6M +$2.58M +37,172 New
IA
169
IFP Advisors
Florida
$2.59M -$3.46M -49,802 -57%
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.58M +$1.8M +25,888 +225%
MBTD
171
Mechanics Bank - Trust Department
California
$2.54M +$30.8K +443 +1%
CTB
172
Country Trust Bank
Illinois
$2.51M +$848K +12,219 +51%
Mirae Asset Global Investments
173
Mirae Asset Global Investments
South Korea
$2.48M -$20.5M -294,648 -89%
HIIFS
174
Harel Insurance Investments & Financial Services
Israel
$2.45M
KF
175
Krilogy Financial
Missouri
$2.44M +$303K +4,360 +14%

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.