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Health Care Select Sector SPDR Fund
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Overview Fund Activity

1,014 hedge funds and large institutions have $14.8B invested in Health Care Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 336 increasing their positions, 300 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
+174
Holders Change %
+20.71%
% of All Funds
20.02%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.6%
New
238
Increased
336
Reduced
300
Closed
55
Calls
$773M
Puts
$2.09B
Net Calls
-$1.31B
Net Calls Change
-$431M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$209M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$145M
3
Truist Financial
Truist Financial
North Carolina
+$144M
4
State Street
State Street
Massachusetts
+$131M
5
Morgan Stanley
Morgan Stanley
New York
+$114M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$287M
2
Bank of America
Bank of America
North Carolina
-$215M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$154M
4
Citigroup
Citigroup
New York
-$104M
5
CSIA
Charles Schwab Investment Advisory
California
-$89.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
501
StoneX Group
New York
$838K -$57.9K -565 -6%
LA
502
Legacy Advisors
Pennsylvania
$822K -$33.7K -329 -4%
RWP
503
RWA Wealth Partners
Massachusetts
$821K -$103K -1,010 -11%
MIG
504
McGuire Investment Group
Rhode Island
$815K -$6.72K -66 -0.8%
MC
505
Moors & Cabot
Massachusetts
$814K +$35.1K +345 +5%
JSMC
506
Jess S. Morgan & Co
California
$814K +$814K +7,996 New
MOS
507
MGO One Seven
Ohio
$813K +$57.6K +566 +8%
PFP
508
Pinnacle Financial Partners
Tennessee
$810K +$200K +1,963 +33%
LWM
509
Laidlaw Wealth Management
New York
$810K +$810K +7,950 New
FFN
510
Focus Financial Network
Minnesota
$810K -$18.2K -178 -2%
AF
511
Affiance Financial
Minnesota
$807K -$29K -285 -3%
VWM
512
Valley Wealth Managers
New Jersey
$805K +$23.6K +232 +3%
RWA
513
Ropes Wealth Advisors
Massachusetts
$802K +$727K +7,144 +975%
Wellington Management Group
514
Wellington Management Group
Massachusetts
$801K -$2.03M -19,919 -72%
MAFM
515
Mid Atlantic Financial Management
Pennsylvania
$786K +$135K +1,330 +21%
CPA
516
Court Place Advisors
Maryland
$785K – – –
LCM
517
Laurion Capital Management
New York
$779K -$6.19M -60,761 -89%
RBFC
518
Roman Butler Fullerton & Co
Missouri
$779K – – –
RFC
519
Regions Financial Corp
Alabama
$779K +$156K +1,531 +25%
NFG
520
Next Financial Group
Texas
$770K -$506K -4,947 -40%
CCM
521
Chilton Capital Management
Texas
$770K -$39.6K -389 -5%
CIAS
522
Capital Investment Advisory Services
North Carolina
$765K +$2.85K +28 +0.4%
FCFC
523
First Commonwealth Financial Corp
Pennsylvania
$757K – – –
AWM
524
Aberdeen Wealth Management
Illinois
$756K +$756K +7,419 New
FWCM
525
Ferguson Wellman Capital Management
Oregon
$753K -$124K -1,215 -14%
19 20
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