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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
MAG
601
M3 Advisory Group
Massachusetts
$1.65M
Kovitz Investment Group Partners
602
Kovitz Investment Group Partners
Illinois
$1.65M
RIA
603
Realta Investment Advisors
Delaware
$1.64M
PT
604
Plimoth Trust
Massachusetts
$1.63M
LIA
605
LBMC Investment Advisors
Tennessee
$1.62M
MCM
606
Magnolia Capital Management
New York
$1.61M
TCWA
607
Turtle Creek Wealth Advisors
Texas
$1.6M
PIA
608
Perennial Investment Advisors
California
$1.58M
LFG
609
Larson Financial Group
Missouri
$1.56M
TCA
610
Trifecta Capital Advisors
Illinois
$1.56M
RFC
611
Regions Financial Corp
Alabama
$1.55M
MIM
612
Macroview Investment Management
Maryland
$1.55M
SFPG
613
Stonebridge Financial Planning Group
Florida
$1.55M
AFG
614
Atomi Financial Group
New York
$1.54M
LIG
615
Lokken Investment Group
Delaware
$1.53M
VFG
616
V2 Financial group
Illinois
$1.52M
JCM
617
Janney Capital Management
Pennsylvania
$1.52M
CAMG
618
CWA Asset Management Group
Florida
$1.51M
SP
619
Sequent Planning
Nebraska
$1.5M
BJL
620
Brighton Jones LLC
Washington
$1.5M
AWA
621
Arete Wealth Advisors
Illinois
$1.49M
CM
622
Capula Management
Cayman Islands
$1.49M
IA
623
Integrity Alliance
Iowa
$1.49M
CG
624
Curat Global
New Hampshire
$1.48M
AF
625
Advisornet Financial
Minnesota
$1.48M