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SPDR S&P Health Care Equipment ETF
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Overview Fund Activity

109 hedge funds and large institutions have $390M invested in SPDR S&P Health Care Equipment ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
19
Increased
24
Reduced
37
Closed
16
Calls
$226K
Puts
$30K
Net Calls
+$196K
Net Calls Change
+$93K

Top Buyers

1
PF
1
Phoenix Financial
Israel
$178M
2
DI
2
DFPG Investments
Utah
$30.3M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$14.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$53.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.51M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.32M
2
Citadel Advisors
2
Citadel Advisors
Florida
$106K
3
Ameriprise
3
Ameriprise
Minnesota
$3.46M
4
SSA
4
Schonfeld Strategic Advisors
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$17.2K – – –
CFFP
102
Center for Financial Planning
Michigan
$15.7K – – –
WP
103
WealthPLAN Partners
Nebraska
$11.4K +$98 +1 +0.9%
AF
104
Advisornet Financial
Minnesota
$9.84K – – –
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$9K -$15.8K -165 -64%
SPIA
106
Steward Partners Investment Advisory
New York
$8.27K -$2.26K -23 -21%
GRP
107
Global Retirement Partners
California
$6.99K – – –
CSWM
108
Cassady Schiller Wealth Management
Ohio
$5.51K – – –
CSPIA
109
Cary Street Partners Investment Advisory
Virginia
$1.97K +$1.97K +20 New
SSA
110
Schonfeld Strategic Advisors
New York
– -$749K -8,001 Closed
SPC
111
Sigma Planning Corp
Michigan
– -$461K -4,925 Closed
Corient Private Wealth
112
Corient Private Wealth
Florida
– -$356K -3,800 Closed
MSAM
113
Moloney Securities Asset Management
Missouri
– -$213K -2,278 Closed
OCM
114
One Capital Management
California
– -$205K -2,188 Closed
AWM
115
Accel Wealth Management
Iowa
– -$185K -1,972 Closed
AAS
116
Ameritas Advisory Services
Nebraska
– -$135K -1,439 Closed
PTC
117
Private Trust Company
Ohio
– -$117K -1,249 Closed
FMP
118
Financial Management Professionals
Texas
– -$117K -1,245 Closed
FFA
119
Founders Financial Alliance
North Carolina
– -$74.9K -800 Closed
BBHC
120
Brown Brothers Harriman & Co
New York
– -$18.7K -200 Closed
1832 Asset Management
121
1832 Asset Management
Ontario, Canada
– -$16.8K -180 Closed
CHC
122
City Holding Co
West Virginia
– -$14K -150 Closed
CG
123
Cutler Group
California
– -$9K -100 Closed
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
– -$4.68K -50 Closed
BAM
125
Belpointe Asset Management
Nevada
– -$2.72K -29 Closed
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