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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
SSB
201
Sandy Spring Bank
Maryland
$2M +$85.7K +1,234 +4%
WIC
202
Woodmont Investment Counsel
Tennessee
$1.99M +$1.97M +28,425 +7,106%
BII
203
Bainco International Investors
Massachusetts
$1.97M -$31.2K -450 -2%
DADC
204
D.A. Davidson & Co
Montana
$1.96M +$143K +2,053 +8%
BAC
205
Boys Arnold & Co
North Carolina
$1.96M +$10.4K +150 +0.5%
KeyBank National Association
206
KeyBank National Association
Ohio
$1.94M +$213K +3,065 +12%
PG
207
Proffitt & Goodson
Tennessee
$1.93M +$173K +2,490 +10%
CCMW
208
Cypress Capital Management (Wyoming)
Wyoming
$1.93M +$22.6K +325 +1%
WAM
209
Weatherly Asset Management
California
$1.91M -$1.25K -18 -0.1%
SHWM
210
Smith & Howard Wealth Management
Georgia
$1.9M +$1.32K +19 +0.1%
IFA
211
Interactive Financial Advisors
Illinois
$1.9M -$411K -5,926 -18%
PAG
212
Pinnacle Advisory Group
Maryland
$1.9M -$111K -1,600 -5%
ADEF
213
Adams Diversified Equity Fund
Maryland
$1.88M +$1.9M +27,300 New
CIC
214
Carnegie Investment Counsel
Ohio
$1.87M +$56.4K +813 +3%
WA
215
Winfield Associates
Ohio
$1.86M -$66K -950 -3%
Bank of Nova Scotia
216
Bank of Nova Scotia
Ontario, Canada
$1.85M -$32.9M -474,380 -95%
LWA
217
Lowe Wealth Advisors
Maryland
$1.84M -$13.5K -194 -0.7%
FTS
218
Fifth Third Securities
Ohio
$1.83M -$1.19M -17,133 -39%
BA
219
Birinyi Associates
Connecticut
$1.83M -$86.8K -1,250 -5%
WHG
220
Westwood Holdings Group
Texas
$1.81M -$7.29K -105 -0.4%
Wolverine Trading
221
Wolverine Trading
Illinois
$1.8M +$1.47M +21,182 +424%
PP
222
Paloma Partners
Connecticut
$1.78M -$1.22M -17,600 -40%
PAI
223
Pittenger & Anderson Inc
Nebraska
$1.77M -$29.9K -430 -2%
BRWA
224
B. Riley Wealth Advisors
Florida
$1.77M -$81.2K -1,170 -4%
SHGA
225
Sand Hill Global Advisors
California
$1.76M

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.