We are live on ! Find out more
XLV icon

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
AC
176
AFAM Capital
Texas
$2.61M +$305K +4,331 +14%
CIM
177
Cetera Investment Management
California
$2.61M +$283K +4,014 +12%
IFA
178
Interactive Financial Advisors
Illinois
$2.6M -$404K -5,732 -14%
JGIA
179
Jackson Grant Investment Advisers
Connecticut
$2.59M -$53.6K -761 -2%
SIA
180
Spruce Investment Advisors
Connecticut
$2.54M -$1.41M -20,063 -36%
WA
181
WBH Advisory
Maryland
$2.53M +$15.1K +215 +0.6%
HWP
182
Hefty Wealth Partners
Indiana
$2.46M +$869K +12,335 +56%
SWP
183
Stratos Wealth Partners
Ohio
$2.45M -$2.97M -42,102 -55%
CAN
184
Cetera Advisor Networks
California
$2.45M +$45.2K +642 +2%
VIA
185
Virtus Investment Advisers
Connecticut
$2.41M +$2.37M +33,575 New
KF
186
Krilogy Financial
Missouri
$2.4M +$378K +5,360 +19%
SMH
187
Sanders Morris Harris
Texas
$2.37M -$10.2M -144,352 -81%
FNT
188
First National Trust
Pennsylvania
$2.3M +$126K +1,782 +6%
MFW
189
Meristem Family Wealth
Minnesota
$2.3M -$49.3K -700 -2%
SF
190
Synovus Financial
Georgia
$2.25M -$169K -2,397 -7%
PP
191
Patten & Patten
Tennessee
$2.25M -$7.4K -105 -0.3%
VAM
192
Verity Asset Management
North Carolina
$2.23M -$46.4K -658 -2%
SIMM
193
Stillwater Investment Management (Minnesota)
Minnesota
$2.23M +$5.42K +77 +0.2%
PAG
194
Pinnacle Advisory Group
Maryland
$2.18M +$39K +554 +2%
FNBOH
195
First National Bank of Hutchinson
Kansas
$2.14M
SWA
196
SFMG Wealth Advisors
Texas
$2.14M -$117K -1,657 -5%
FSA
197
Financial Sense Advisors
California
$2.12M +$269K +3,815 +15%
CFB
198
Cullen/Frost Bankers
Texas
$2.12M +$65.9K +936 +3%
BA
199
Bristlecone Advisors
Washington
$2.04M +$1.31M +18,570 +169%
RCP
200
Rothschild Capital Partners
New York
$2.03M +$2M +28,344 New

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.