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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
LWM
426
Lyell Wealth Management
California
$3.26M -$331K -2,495 -9%
EWM
427
EPG Wealth Management
Georgia
$3.26M -$76.9K -579 -2%
WA
428
WESPAC Advisors
California
$3.24M +$134K +1,011 +4%
DADC
429
D.A. Davidson & Co
Montana
$3.24M +$68K +512 +2%
BRG
430
Bay Rivers Group
Virginia
$3.23M +$131K +985 +4%
PI
431
Pachira Investments
California
$3.22M +$3.22M +24,275 New
Sumitomo Mitsui Trust Group
432
Sumitomo Mitsui Trust Group
Japan
$3.21M +$3.21M +24,170 New
BBVA
433
Banco Bilbao Vizcaya Argentaria
Spain
$3.19M +$2.56M +19,308 +402%
CAWM
434
Capital Advisors Wealth Management
Washington
$3.17M +$5.31K +40 +0.2%
IA
435
IFP Advisors
Florida
$3.15M -$65.6K -494 -2%
TRCT
436
Tower Research Capital (TRC)
New York
$3.14M -$229K -1,724 -7%
SWA
437
SFMG Wealth Advisors
Texas
$3.14M -$15.5K -117 -0.5%
WIP
438
WealthCare Investment Partners
Rhode Island
$3.13M +$422K +3,204 +16%
DAS
439
Dynamic Advisor Solutions
Arizona
$3.12M +$519K +3,908 +20%
LG
440
Leuthold Group
Minnesota
$3.12M +$830K +6,255 +36%
BPWM
441
Badgley Phelps Wealth Managers
Washington
$3.11M +$2.73M +20,593 +717%
SLWA
442
San Luis Wealth Advisors
California
$3.11M -$193K -1,453 -6%
TA
443
TruWealth Advisors
Louisiana
$3.11M +$87.5K +659 +3%
NYLIM
444
New York Life Investment Management
New York
$3.1M -$6.7M -50,463 -68%
SFPG
445
Stonebridge Financial Planning Group
Florida
$3.08M +$385K +2,897 +14%
MBT
446
Montecito Bank & Trust
California
$3.05M +$236K +1,778 +8%
HI
447
Horizon Investments
North Carolina
$3.04M +$532K +4,008 +21%
AF
448
Advisornet Financial
Minnesota
$3.03M +$20.6K +155 +0.7%
WT
449
Washington Trust
Rhode Island
$3.01M +$1.57M +11,863 +109%
SFS
450
Sowell Financial Services
Arkansas
$3.01M +$82.8K +624 +3%