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Health Care Select Sector SPDR Fund

1,600 hedge funds and large institutions have $31.5B invested in Health Care Select Sector SPDR Fund in 2022 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 675 increasing their positions, 435 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,600
Holders Change
+184
Holders Change %
+12.99%
% of All Funds
25.81%
Holding in Top 10
158
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+31.67%
% of All Funds
2.55%
New
271
Increased
675
Reduced
435
Closed
53
Calls
$1.3B
Puts
$2.92B
Net Calls
-$1.62B
Net Calls Change
-$809M
Name Holding Trade Value Shares
Change
Shares
Change %
LPT
576
Legacy Private Trust
Wisconsin
$2.39M +$2.39M +17,617 New
ODIJL
577
One Day In July LLC
Vermont
$2.38M +$269K +1,978 +13%
SHWM
578
Smith & Howard Wealth Management
Georgia
$2.37M +$51.2K +377 +2%
TW
579
Transform Wealth
Colorado
$2.35M -$524K -3,859 -18%
AFS
580
Access Financial Services
Minnesota
$2.34M +$269K +1,980 +13%
FWCM
581
Ferguson Wellman Capital Management
Oregon
$2.33M +$536K +3,942 +30%
RFO
582
RiverGlades Family Offices
Florida
$2.33M +$2.33M +17,141 New
AWM
583
Avitas Wealth Management
California
$2.32M +$144K +1,062 +7%
AIFAIM
584
American Institute for Advanced Investment Management
Arizona
$2.32M +$50.8K +374 +2%
HI
585
Horizon Investments
North Carolina
$2.32M +$1.4M +10,313 +153%
MGAM
586
McGowan Group Asset Management
Texas
$2.3M -$53.3K -392 -2%
CWP
587
Capital Wealth Planning
Florida
$2.3M +$42.5K +313 +2%
EF
588
Empowered Funds
Pennsylvania
$2.3M +$2.3M +16,912 New
NECFA
589
New England Capital Financial Advisors
Connecticut
$2.29M +$2.29M +17,128 New
WAS
590
WESPAC Advisors SoCal
California
$2.29M +$41.7K +307 +2%
TSS
591
Two Sigma Securities
New York
$2.29M +$2.29M +16,848 New
PAG
592
Private Advisory Group
Washington
$2.28M +$902K +6,639 +65%
SAM
593
Strategy Asset Managers
California
$2.27M +$352K +2,588 +18%
LIG
594
Lokken Investment Group
Delaware
$2.27M -$35.7K -263 -2%
9WM
595
9258 Wealth Management
Ohio
$2.26M -$25.9K -191 -1%
VVP
596
Venture Visionary Partners
Ohio
$2.26M -$1.11M -8,168 -33%
BPA
597
Beacon Pointe Advisors
California
$2.24M +$338K +2,489 +18%
CW
598
CreativeOne Wealth
Kansas
$2.23M +$353K +2,602 +19%
IOOF
599
Independent Order of Foresters
Ontario, Canada
$2.23M
Macquarie Group
600
Macquarie Group
Australia
$2.23M