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Health Care Select Sector SPDR Fund

1,537 hedge funds and large institutions have $29.7B invested in Health Care Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 587 increasing their positions, 592 reducing their positions, and 85 closing their positions.

Holders
1,537
Holders Change
+35
Holders Change %
+2.33%
% of All Funds
24.24%
Holding in Top 10
124
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.81%
% of All Funds
1.96%
New
130
Increased
587
Reduced
592
Closed
85
Calls
$1.28B
Puts
$1.58B
Net Calls
-$299M
Net Calls Change
+$235M
Name Market Value Shares Shares
Change
Shares
Change %
Lazard Asset Management
301
Lazard Asset Management
New York
$5.93M 44,674 -3,876 -8%
AAIM
302
Asset Advisors Investment Management
Georgia
$5.75M 43,331 -754 -2%
RWM
303
Rezny Wealth Management
Florida
$5.74M 43,226 +1,581 +4%
MCM
304
MV Capital Management
Maryland
$5.72M 43,126 -3,200 -7%
KCM
305
Kennicott Capital Management
California
$5.72M 129,270 +87,288 +208%
GIA
306
Gladstone Institutional Advisory
Florida
$5.67M 42,717 +1,446 +4%
CWM
307
CMH Wealth Management
New Hampshire
$5.63M 42,453 +1,539 +4%
IAN
308
Integrated Advisors Network
Texas
$5.61M 42,247 -25,266 -37%
MIFH
309
Migdal Insurance & Financial Holdings
Israel
$5.59M 42,350 -524,265 -93%
OAM
310
Oppenheimer Asset Management
New York
$5.59M 42,133 -519 -1%
AWC
311
Adamsbrown Wealth Consultants
Kansas
$5.59M 42,085 +42,085 New
TTWM
312
TCV Trust & Wealth Management
Virginia
$5.54M 41,742 +591 +1%
FFS
313
Founders Financial Securities
Maryland
$5.53M 41,680 +4,932 +13%
AAS
314
Asset Allocation Strategies
Michigan
$5.52M 41,574 +33,291 +402%
RJT
315
Raymond James Trust
Florida
$5.49M 41,385 -2,151 -5%
MA
316
Modus Advisors
Minnesota
$5.36M 40,404 +367 +0.9%
SRWM
317
Shira Ridge Wealth Management
California
$5.33M 40,179 +1,231 +3%
JMFC
318
J.M. Forbes & Co
Massachusetts
$5.33M 40,177 +40,177 New
PA
319
Pinnacle Associates
New York
$5.29M 39,860 +2,892 +8%
MYIA
320
Mount Yale Investment Advisors
Colorado
$5.22M 39,356 +2,380 +6%
PP
321
Patten & Patten
Tennessee
$5.1M 38,408 -894 -2%
CA
322
Calton & Associates
Florida
$5.08M 38,305 -4,359 -10%
PWM
323
Perigon Wealth Management
California
$5.02M 37,803 +3,342 +10%
LHWM
324
Lake Hills Wealth Management
Texas
$5M 37,704 +17,945 +91%
GT
325
Glenmede Trust
Pennsylvania
$4.97M 38,380