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Health Care Select Sector SPDR Fund

1,746 hedge funds and large institutions have $28.3B invested in Health Care Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 610 increasing their positions, 657 reducing their positions, and 175 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,746
Holders Change
+25
Holders Change %
+1.45%
% of All Funds
23.25%
Holding in Top 10
84
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-25.66%
% of All Funds
1.12%
New
230
Increased
610
Reduced
657
Closed
175
Calls
$2.05B
Puts
$2.77B
Net Calls
-$726M
Net Calls Change
-$40.7M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
401
LM Advisors
California
$3.84M +$94.8K +689 +3%
BP
402
BBR Partners
New York
$3.83M
CSP
403
Cary Street Partners
Virginia
$3.82M +$3.82M +27,739 New
KeyBank National Association
404
KeyBank National Association
Ohio
$3.81M +$129K +939 +4%
BFA
405
Benedict Financial Advisors
Georgia
$3.81M -$7.02K -51 -0.2%
BL
406
BFSG LLC
California
$3.8M -$361K -2,627 -9%
AWMT
407
AAFMAA Wealth Management & Trust
North Carolina
$3.79M +$111K +804 +3%
GSWM
408
Greenup Street Wealth Management
Michigan
$3.79M -$3.64M -26,425 -49%
WIP
409
WealthCare Investment Partners
Rhode Island
$3.78M +$54.9K +399 +1%
VDI
410
Vaughan David Investments
Illinois
$3.78M +$748K +5,437 +25%
MYIA
411
Mount Yale Investment Advisors
Colorado
$3.78M -$648K -4,713 -15%
SWA
412
Stratos Wealth Advisors
Ohio
$3.77M +$74.2K +539 +2%
VWM
413
Venturi Wealth Management
Texas
$3.77M -$827K -6,010 -18%
FAIM
414
Financial Advocates Investment Management
Washington
$3.72M -$9.6M -69,774 -72%
BFG
415
Bleakley Financial Group
New Jersey
$3.72M -$298K -2,165 -7%
GT
416
Glenmede Trust
Pennsylvania
$3.67M -$1.24M -8,979 -25%
1L
417
10Elms LLP
Oklahoma
$3.66M +$3.66M +26,579 New
FDW
418
Fourth Dimension Wealth
Ohio
$3.65M +$3.65M +26,389 New
3AM
419
3EDGE Asset Management
Florida
$3.62M +$3.04M +22,065 +521%
BAM
420
Belpointe Asset Management
Nevada
$3.59M +$114K +723 +3%
AF
421
Advisornet Financial
Minnesota
$3.55M +$181K +1,316 +5%
GCM
422
Graham Capital Management
Connecticut
$3.53M +$3.53M +25,664 New
CWMGO
423
Capstone Wealth Management Group (Oregon)
Oregon
$3.53M +$3.53M +25,656 New
NEPWA
424
New England Private Wealth Advisors
Massachusetts
$3.51M +$29.9K +217 +0.9%
C
425
Certuity
Florida
$3.51M +$425K +3,092 +14%