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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 %
DC
601
Davenport & Co
Virginia
$548K +$71.4K +701 +15%
FT
602
Fiduciary Trust
Massachusetts
$545K – – –
ECA
603
Elevated Capital Advisors
Utah
$542K +$542K +5,317 New
RIA
604
Realta Investment Advisors
Delaware
$540K -$28K -282 -5%
DLCIG
605
D.L. Carlson Investment Group
New Hampshire
$539K -$26K -255 -5%
SMC
606
Smith, Moore & Co
Missouri
$539K -$25.5K -250 -5%
GWM
607
Greenwich Wealth Management
Connecticut
$539K -$7.74K -76 -1%
AG
608
Appleton Group
Wisconsin
$536K -$153K -1,501 -22%
FIM
609
Fernwood Investment Management
Massachusetts
$534K -$10.2K -100 -2%
IFWM
610
Institute for Wealth Management
Colorado
$534K +$534K +5,242 New
BWP
611
Bernardo Wealth Planning
Pennsylvania
$532K -$4.17K -41 -0.8%
ACG
612
Allen Capital Group
Nebraska
$530K -$37.6K -369 -7%
MWA
613
Meridian Wealth Advisors
Texas
$528K – – –
AFA
614
Arlington Financial Advisors
California
$523K +$523K +5,139 New
DBRC
615
D.B. Root & Company
Pennsylvania
$522K -$301K -2,962 -37%
EWM
616
Executive Wealth Management
Michigan
$522K +$522K +5,127 New
CWA
617
Clarus Wealth Advisors
Arizona
$518K -$124K -1,208 -19%
CT
618
Cambridge Trust
Massachusetts
$513K -$24.1K -237 -4%
SS
619
Sunbelt Securities
Texas
$512K +$17.3K +170 +4%
OR
620
Olympiad Research
Connecticut
$512K +$512K +5,028 New
FEM
621
Fulcrum Equity Management
Texas
$511K -$478K -4,693 -48%
CAG
622
Csenge Advisory Group
Florida
$508K +$508K +4,986 New
ECM
623
Exchange Capital Management
Michigan
$504K -$116K -1,141 -19%
BC
624
Brinker Capital
Pennsylvania
$498K +$54.5K +535 +12%
PG
625
Patten Group
Tennessee
$495K +$5.09K +50 +1%
23 24
25
26 27