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Health Care Select Sector SPDR Fund
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Overview Fund Activity

1,721 hedge funds and large institutions have $30.6B invested in Health Care Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 670 increasing their positions, 614 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
+67
Holders Change %
+4.05%
% of All Funds
24.89%
Holding in Top 10
113
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.6%
% of All Funds
1.63%
New
155
Increased
670
Reduced
614
Closed
68
Calls
$1.98B
Puts
$2.66B
Net Calls
-$685M
Net Calls Change
-$370M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$513M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$489M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$384M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$163M
5
Morgan Stanley
Morgan Stanley
New York
+$135M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$238M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$178M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$172M
4
Citigroup
Citigroup
New York
-$142M
5
Charles Schwab
Charles Schwab
California
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
426
BBR Partners
New York
$4.29M +$2.16K +14 +0.1%
VWM
427
Vivid Wealth Management
Iowa
$4.28M +$176K +1,140 +4%
BFA
428
Benedict Financial Advisors
Georgia
$4.27M -$132K -858 -3%
TFA
429
Transamerica Financial Advisors
Florida
$4.23M -$64.2K -417 -1%
Wealthfront Advisers
430
Wealthfront Advisers
California
$4.21M +$184K +1,194 +5%
IA
431
IFG Advisory
Georgia
$4.21M +$91.8K +596 +2%
QWP
432
Quotient Wealth Partners
Texas
$4.21M -$647K -4,200 -13%
FFP
433
Forbes Financial Planning
Rhode Island
$4.2M -$150K -975 -3%
LA
434
LM Advisors
California
$4.19M -$225K -1,459 -5%
CW
435
Cooksen Wealth
Texas
$4.16M -$452K -2,936 -10%
CSPIA
436
Cary Street Partners Investment Advisory
Virginia
$4.15M -$199K -1,289 -5%
PCM
437
Penserra Capital Management
California
$4.15M -$8.93K -58 -0.2%
SWA
438
Stratos Wealth Advisors
Ohio
$4.14M +$224K +1,457 +6%
FPW
439
Flagship Private Wealth
Massachusetts
$4.13M -$302K -1,959 -7%
AWMT
440
AAFMAA Wealth Management & Trust
North Carolina
$4.12M +$2.49M +16,181 +153%
KeyBank National Association
441
KeyBank National Association
Ohio
$4.12M -$166K -1,076 -4%
PA
442
Procyon Advisors
Connecticut
$4.12M +$147K +956 +4%
DAS
443
Diversify Advisory Services
Utah
$4.1M -$2.7M -17,899 -40%
WIP
444
WealthCare Investment Partners
Rhode Island
$4.09M +$68.7K +455 +2%
AWM
445
Axxcess Wealth Management
California
$4.08M +$140K +912 +4%
FTIS
446
First Trust Investment Solutions
Florida
$4.07M -$268K -1,743 -6%
TB
447
Treynor Bancshares
Iowa
$3.97M +$167K +1,083 +4%
WAP
448
Wealthcare Advisory Partners
Pennsylvania
$3.93M +$394K +2,555 +11%
DAS
449
Dynamic Advisor Solutions
Arizona
$3.91M +$148K +958 +4%
NEPWA
450
New England Private Wealth Advisors
Massachusetts
$3.9M +$146K +945 +4%
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