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Health Care Select Sector SPDR Fund

1,611 hedge funds and large institutions have $25.4B invested in Health Care Select Sector SPDR Fund in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 541 increasing their positions, 699 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

23% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 699

32% less call options, than puts

Call options by funds: $2.18B | Put options by funds: $3.19B

Holders
1,611
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.18B
Puts
$3.19B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
EPG Wealth Management
Georgia
$2.18M
MWM
527
Moulton Wealth Management
Washington
$2.18M
KCM
528
Kanawha Capital Management
Virginia
$2.17M
VCP
529
Verus Capital Partners
Arizona
$2.16M
PFA
530
Pettinga Financial Advisors
Indiana
$2.15M
JCM
531
Jacobi Capital Management
Pennsylvania
$2.15M
SWA
532
SFMG Wealth Advisors
Texas
$2.14M
CCP
533
Cushing Capital Partners
Wisconsin
$2.13M
CFO
534
Colony Family Offices
North Carolina
$2.13M
CICI
535
Capital Investment Counsel Inc
North Carolina
$2.13M
WCM
536
Windsor Capital Management
Arizona
$2.11M
GVAG
537
Great Valley Advisor Group
Delaware
$2.1M
CBT
538
Crews Bank & Trust
Florida
$2.09M
WP
539
WealthPLAN Partners
Nebraska
$2.09M
BCM
540
Bayesian Capital Management
New York
$2.08M
SW
541
SteelPeak Wealth
California
$2.07M
MA
542
MONECO Advisors
Connecticut
$2.06M
ARG
543
Advisory Resource Group
Oklahoma
$2.06M
BFG
544
Berger Financial Group
Minnesota
$2.06M
IC
545
IEQ Capital
California
$2.05M
CFG
546
Citizens Financial Group
Rhode Island
$2.04M
AIM
547
Advyzon Investment Management
Illinois
$2.03M
AAS
548
Asset Allocation Strategies
Michigan
$2.02M
EPA
549
Element Pointe Advisors
Florida
$2.02M
RZH
550
Relyea Zuckerberg Hanson
Connecticut
$2.02M