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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 %
WWA
476
WCG Wealth Advisors
Nevada
$3.65M +$3.65M +23,692 New
NL
477
NVWM LLC
Pennsylvania
$3.63M -$178K -1,157 -5%
FFBTD
478
First Financial Bank - Trust Division
Ohio
$3.63M -$126K -821 -3%
TA
479
TruWealth Advisors
Louisiana
$3.62M +$35.6K +231 +1%
OLVIG
480
Oliver Lagore Vanvalin Investment Group
Michigan
$3.61M +$2.41M +15,677 +202%
PS
481
Principal Securities
Iowa
$3.6M +$21.4K +139 +0.6%
TIAA Trust, National Association
482
TIAA Trust, National Association
North Carolina
$3.55M -$43.3K -281 -1%
LFAS
483
Level Four Advisory Services
Texas
$3.52M -$124K -845 -3%
ANTB
484
AMG National Trust Bank
Colorado
$3.51M -$1.45M -9,382 -29%
HG
485
Herbst Group
Connecticut
$3.5M +$28.8K +187 +0.8%
WS
486
Wedbush Securities
California
$3.5M -$2.38M -15,427 -40%
SF
487
Synovus Financial
Georgia
$3.5M +$906K +5,883 +35%
LWM
488
Laidlaw Wealth Management
New York
$3.49M -$45.1K -293 -1%
NL
489
NWAM LLC
Washington
$3.48M +$3.48M +22,616 New
JWA
490
JFS Wealth Advisors
Pennsylvania
$3.48M +$94.7K +615 +3%
FEG
491
Financial Enhancement Group
Indiana
$3.48M +$3.48M +26,562 New
LHWM
492
Lake Hills Wealth Management
Texas
$3.47M -$130K -844 -4%
C
493
Certuity
Florida
$3.46M -$396K -2,570 -10%
NECFA
494
New England Capital Financial Advisors
Connecticut
$3.45M +$36K +234 +1%
CAC
495
Certified Advisory Corp
Florida
$3.44M +$10.5K +68 +0.3%
EWM
496
EPG Wealth Management
Georgia
$3.43M +$3.43M +22,300 New
BAM
497
Belpointe Asset Management
Nevada
$3.41M +$705K +4,578 +26%
VDI
498
Vaughan David Investments
Illinois
$3.39M +$163K +1,056 +5%
MCM
499
MontVue Capital Management
Virginia
$3.38M -$34.7K -225 -1%
NCM
500
Nelson Capital Management
California
$3.38M +$290K +1,882 +9%
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